Perficient

AUGUST 9, 2022

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. Building trust is not limited to overarching company leadership.

Community 275

Community Customer Experience ATM Examples 275

Perficient

FEBRUARY 25, 2021

To avoid a fall, first take stock of your firm’s customer experience and digital maturity. This includes knowing how your peers and senior leadership perceive said maturity. We often ask clients to take our CX IQ assessment , Perficient’s customer experience diagnostic.

Meeting 309

Meeting Customer Experience Branding Leadership 309

Gonzobanker

JULY 20, 2022

Bank executives are coming to understand that in today’s world, the customer experience (CX) is the product, although not all have made a serious commitment to address newfound competition. The bottom line is this: most banks lack the true management leadership and operating disciplines necessary to execute successfully on digital.

Digital Strategies 168

Digital Strategies Strategy Leadership Customer Experience 168

FICO

MARCH 28, 2023

FICO has customers worldwide, and I am intent on increasing opportunities for women in technology and financial services. At our annual FICO World event, we host Women in Leadership seminars and forums. We discussed the importance of the coaching approach of “leadership starts with self”. Join us there!

Leadership 52

Leadership Software Community Florida 52

Perficient

AUGUST 5, 2020

A few examples include technical and user documentation, development, process improvement, time and task management, team building, meetings, mentorship, volunteering for culture events, and interviews. Engaging Leadership Inspires Collaboration and Teamwork. The leadership is really great!

Technology 441

Technology Austin Leadership US 441

Insights on Business

SEPTEMBER 21, 2018

Every year, Money20/20 is one of my favorite conferences because I get to hear firsthand how leaders are reinventing financial services and are making fundamental shifts in technology, processes, people–and ultimately their own markets–to deliver better customer experiences, build skilled workforces, and solve industry-wide challenges.

Conference 115

Conference Customer Experience Industry Trends 115

Abrigo

MAY 5, 2022

Podcasts for Bank & Credit Union Execs & Staff Are Plentiful; Here Are 10 Good Ones These banking podcasts discuss current events, strategic and policy issues, competition, digitalization advice, and more. And all release a new episode at least monthly. Would you like other articles like this in your inbox? NextGen Banker 10.

Community 195

Community Lending Maine Resources 195

PYMNTS

JANUARY 28, 2020

As eBay seeks to right its ship with its search for new leadership, as well as new revenue from StubHub (and perhaps even the sale of its classifieds unit or other assets), the online marketplace operator reported an earnings slide for the fourth quarter of 2019. It was a weak landscape for events and concerts,” he said.

Taxes 130

Taxes Online Leadership Report 130

Independent Banker

DECEMBER 31, 2021

So, to help overcome this obstacle, leadership must continually find ways to empower employees across the bank to question the ways things are done and to offer ideas for ways to improve the customer experience and make the organization better. Pushing the envelope.

Community Bank 91

Community Bank Community Innovation Leadership 91

Perficient

NOVEMBER 21, 2023

I see myself as a resource for sellers throughout Perficient by offering thought leadership and strategy that elevate conversations with our insurance clients and prospects. How would you say your role supports Perficient and our clients? We’re developing industry solutions needed by many of the largest insurance companies in the market.

Industry 221

Industry Meeting Conference Maine 221

PYMNTS

APRIL 28, 2020

No PGA events. It has shifted resources toward digital for an improved customer experience. The brand says its #hometeam campaign, which it launched using virtual events and games in response to the coronavirus outbreak, has been its “most effective ever” at engaging consumers.

social media 141

social media Branding Examples Marketing 141

FICO

APRIL 1, 2020

The event was to be held in March but due to Coronavirus, it has been postponed to October. Working at FICO and industry events is a great opportunity to engage with colleagues, customers and industry experts and present the latest thought-leadership and innovations Nikhil - What does your job entail?

Analytics 80

Analytics Customer Experience Software Fraud 80

PYMNTS

MARCH 2, 2020

Feeling a bit lost in the fast shuffle of news events? Uber Eats, facing losses and stiffening competition from both Grubhub and DoorDash, is changing its leadership and reorienting its efforts around profitability. Pierre-Dimitri Gore-Coty, head of international rides at Uber, will be taking over leadership of Uber Eats.

Marketing 141

Marketing Data US Leadership 141

Independent Banker

MARCH 31, 2022

Last month, we hosted the 2022 ICBA LIVE event in San Antonio, and the theme for the general sessions was “All In. Spending extra time with a customer to give them an exceptional experience. Thinking outside the box to innovate and improve customer experience or an internal bank process. By Lindsay LaNore, ICBA.

San Antonio 162

San Antonio Community Customer Experience US 162

Accenture

JULY 20, 2017

Internal and external drivers are focusing these programs on cost control, improving the customer experience, digitisation and compliance. Change leaders have a better understanding of the human factor and the role that a supportive culture can have in ensuring successful change.

Survey 218

Survey Strategy Digital Strategies Leadership 218

Insights on Business

OCTOBER 10, 2017

Modernize transactions – the technology choices banks make today on cloud, via APIs and in application development, will determine their ability to innovate new customer engagement tactics, optimize back-end efficiency, monetize data streams and reinforce their leadership in the banking sector in years to come.

blockchain 87

blockchain Customer Experience Compliance Fraud 87

PYMNTS

JUNE 14, 2016

In addition, I spend a good deal of my time with the rest of the leadership team at Enova to identify our key strategic priorities as a company, whether it’s employee engagement, new products or markets, and, of course, strong financial performance. PYMNTS: What is the most difficult part of your job and why? JD: Great question!

Analytics 100

Analytics Customer Experience Data Leadership 100

William Mills

JULY 19, 2018

When planning which events and conferences to attend, many mistakenly refer to a “trade show season,” but if WMA’s Trade Show Directory tells you anything, it’s that there is no such thing as a single season for industry events. There are valuable events held every month of the year, you just may not know about some of them.

Conference 42

Conference San Diego Dallas San Francisco 42

Gonzobanker

MAY 14, 2018

Financial Brand Forum , an exponentially growing event now in its fifth year – targeted at the morphing worlds of financial marketing, sales and service – is a well-oiled machine with several coats of highly buffed wax. The event included a mix of CLOs, COOs, CEOs and board members, not mainly CMOs anymore. Everybody’s in The Game.

Branding 117

Branding Industry Apple Marketing 117

Gonzobanker

JUNE 18, 2018

That dispute (speculatively) set off a chain of events that ultimately led to the Thoma Bravo announcement last week. As banks look to upgrade their customer experience platforms, we are seeing three times as many online origination selections as core system selections. The Bottom Line.

Lending 60

Lending Leadership Community Bank System 60

Gonzobanker

JULY 10, 2020

Conduct event-driven scenario planning based on multiple scenarios. Elevate priorities that support digital, automation and customer experience. Whether an institution is a bear or a bull depends on its local economy, community’s health, capitalization, loan portfolio mix, customers/members and risk appetite.

Risk Management 88

Risk Management Capital Strategy social media 88

PYMNTS

MARCH 18, 2016

But, as PYMNTS discussed yesterday (March 17), what was clear from the two-day, action-packed thought leadership event is that a year makes all the difference in the world. Then, the day was wrapped up with a conversation about consumer engagement — one of the hottest buzzwords of the event.

Innovation 100

Innovation Security Industry blockchain 100

Independent Banker

MARCH 31, 2022

Hartings: ICBA’s ThinkTECH Accelerator brings fintechs and community banks together to enhance bank operations and the customer experience. I missed a lot of my kids’ events because I had “too much going on at work.” We must work together and make our individual and powerful voices heard through ICBA’s grassroots advocacy.

Community Bank 239

Community Bank Community Industry Texas 239

FICO

JUNE 9, 2022

Executives responsible building and marketing compelling customer experiences in financial services and insurance – or those responsible for customer service and retention – must feel like they are stuck in a never-ending game of Whac-A-Mole. Thu, 06/16/2022 - 13:00. Milestone 4: Simulate, Optimize before Production.

Analytics 52

Analytics Strategy Management Customer Experience 52

Gonzobanker

DECEMBER 14, 2023

Under Stuart’s leadership over the past 17 years, OnPoint has gone from under $2 billion in assets to knocking on the door of $10 billion, all while becoming the most recognized financial brand in the Portland market and achieving some of the industry’s best profitability in 2023. Also a big Gonzo thumbs up to Mantl’s Jeff Calnen.

Fintech 190

Fintech Community Regional Technology 190

Gonzobanker

DECEMBER 22, 2020

Beyond the high profile 2020 investments in the likes of Alloy, Blend, Built and Moov, Canapi has a leadership team of bankers and fintechers on boards of nCino, Apiture, Live Oak Bank, Payrailz, DefenseStorm, and probably 15 other places we don’t know about. ” – MX’s Kara Parkey.

Idaho 157

Idaho Community Industry Strategy 157

Social Assurance

NOVEMBER 6, 2020

Despite the formidable challenge of combining four in-person events into one virtual event, the benefits of this new format were soon apparent. By having CFOs and CEOs in attendance, content would lend itself to position bank marketers as a critical function within any organization. Subscribe to our blog and stay connected!

Marketing 12

Marketing Conference Minneapolis Analytics 12

CB Insights

FEBRUARY 13, 2020

Leadership and board members. Additionally, the company must underwrite risk, and is on the hook in the event of fraud or returned items. Despite Stripe’s recent fundraising at attractive valuations, company leadership maintains that they have no plans to go public. Company Leadership & Board Members. Source: Stripe.

Online 98

Online Company Retail Payments 98

William Mills

MAY 9, 2018

I’ve participated in every US event except one as well as Finovate Europe last year. There are a number of great events in FinTech but this one I do my best to attend each year. Key Partnerships & Customers. This is either my 21st or 22nd Finovate; I’m not sure. Key Advisory Board Members.

Security 40

Security Samsung Strategy San Jose 40

Perficient

MARCH 10, 2021

Manufacturing Operations and the Raw Material Warehouse leadership talk. To do this, the Manufacturing Production team will need to communicate and work with the Warehouse leadership. Warehouse leadership will need to perform two actions: Ensure ingredient picking doesn’t start. Cancel the open picking tasks in the system.

Leadership 332

Leadership Operations Management System 332

Gonzobanker

NOVEMBER 9, 2015

Money20/20 became quite the event in a very short time, with 10,000 – count ’em – attendees up from 2,300 only three years ago. Brian Mooney, CEO of Merchant Customer Exchange (MCX), also used his stage time to talk about the pilot under way in Columbus, Ohio, with many merchants. The logistics.

blockchain 60

blockchain Bitcoin Lending Innovation 60

Gonzobanker

DECEMBER 19, 2022

It’s hard to understand how Clobes has time in the day to drive her unlimited amount of leadership activities. His passion for innovation, community, culture, and clients provides a leadership template for all future GonzoBankers. What an amazing leadership story. The Smarter Bank Customer Experience Award.

Community 216

Community Fintech Industry Innovation 216

BankNXT

OCTOBER 24, 2016

JP Nicols revisits the ever-present themes of leaders, learners and laggards around the subject of fintech and digital progress in banking. Fear and coding in Las Vegas on BankNXT.

Las Vegas 40

Las Vegas Fintech Customer Experience Leadership 40

Independent Banker

SEPTEMBER 30, 2021

Use these 3 technologies to safeguard customer data. of consumers report concerns about customer experience, including personal data. Security information and event management (SIEM). It’s traumatic for bank leadership. Do not fully trust. Source: 2019 Edelman Trust Barometer Special Report.

Community 139

Community Community Bank social media Security 139

Gonzobanker

NOVEMBER 18, 2014

With a focus on digital banking and branch transformation, it was interesting to see the attendee list with lots of sexy new customer experience and analytics titles. Favorite Gonzo quote of the event: “For 16 years, we’ve said our technology sucks … because it’s never good enough.” General Sessions. Two jumped out.

Chicago 96

Chicago Retail Branch Design Training 96

Gonzobanker

FEBRUARY 7, 2018

Big announcements like JP Morgan Chase’s to hike the pay of 22,000 workers and build 400 new branches certainly had bankers inspired to show some level of investment and even civic leadership from the tax break. In addition to a historic tax cut, bankers were equally excited by the shifting winds and tone of the regulatory environment.

Taxes 75

Taxes Video Analytics Arkansas 75