Perficient

FEBRUARY 1, 2021

Sales and Marketing. We recently implemented a chatbot for a bank’s automotive lending division. It’s also important to note that while chatbots are key to seamless online experiences for customers, they need to be combined with a holistic marketing strategy to be most effective. Simple Questions. Payment Options.

Strategy 409

Strategy Branding Online Marketing Strategies 409

PYMNTS

FEBRUARY 22, 2019

The firm offers QR code payments technologies, enabling merchants to accept electronic payments, but the firm’s Co-founder and CEO Ashneer Grover told the publication that the company is looking to step into the B2B eCommerce market, “not in an inventory-led manner, but as a marketplace.” ” Lalamove.

Lending 139

Lending Capital Fraud Tools 139

Perficient

OCTOBER 7, 2020

As the automation industry continues to make inroads into the C-suite, there has been a paradigm shift in the hyper-automation go-to-market strategy for several of the leading automation platforms. RPA tools that do not offer low-code capabilities or Attended bots will not lend themselves to effective citizen-led development.

Tools 309

Tools Strategy Training Marketing Strategies 309

PYMNTS

NOVEMBER 30, 2017

Instead, the executive said, payment companies are not only an expansive source of financial data, they also hold a long-term relationship to their small business customers, making them a vital piece of the SMB lending puzzle. Payment processors have a huge part to play,” he said. They’re typically front and center of what goes on.

Lending 100

Lending Data Resources Payments 100

CFPB Monitor

JANUARY 29, 2020

Unfortunately, this is an area where there is very little regulatory guidance or commentary, leaving financial institutions with the task of making guesses and judgment calls about how to use ad targeting effectively, and in a way that minimizes fair lending risks.

Lending 130

Lending social media Compliance Regulation 130

South State Correspondent

MAY 2, 2022

Some will not know the answer, and other bankers will talk about more marketing, more salespeople, more geography, better follow-up, or a more focused sales effort. Instead of thinking about how you can grow customers, the commercial lending team often thinks about increasing loans. The answers will be all over the board.

social media 195

social media Management Marketing Resources 195

PYMNTS

JANUARY 29, 2020

As online lending platforms proliferate among the SMB borrowing community, however, experts warn that a lack of regulation means these companies rarely publicly reveal interest rates and fees. “We have seen small businesses destroyed by online lending.” “We have seen small businesses destroyed by online lending.”

Lending 136

Lending New York Online New Jersey 136

Abrigo

OCTOBER 20, 2016

As the leadership at banks and credit unions craft their plans for growth, there are several key metrics they should consider, such as optimizing their lending funnel , developing the right marketing strategy , and ensuring that they are taking advantage of unique opportunities with a robust credit analysis processes.

Software 150

Software Lending Community Bank Taxes 150

PYMNTS

MARCH 14, 2017

Banks and credit unions are looking for differentiated product offerings that not only deliver value for their members, but create new revenue streams and lending opportunities.”. The company did not indicate when these pilot programs would advance into more large-scale launches.

Detroit 122

Detroit Michigan Marketing Strategies Fintech 122

PYMNTS

JUNE 30, 2016

A study released by Market Strategies International found that 31 percent of American households feel stuck in a relationship with one or more financial services companies they distrust. A similar pattern exists for banking, life insurance, mortgage lending, credit cards and even investment firms. The answer may surprise you.

Marketing Strategies 102

Marketing Strategies Study Meeting Strategy 102

PYMNTS

NOVEMBER 9, 2018

Asia and broader European markets. Its tool, Agile Insights, can be used for a range of use cases, the firm explained, including demand-planning for eCommerce companies or marketing strategies for consumer product firms. Working in the business management market is Scoro , an Estonia-based startup that just announced $5.2

Software 158

Software Capital North Carolina San Francisco 158

PYMNTS

JANUARY 5, 2018

“Paul’s wealth of experience in planning for growth, resilience, cybersecurity, regulatory compliance, business operations and go-to market strategy will be of great value to BABB’s long-term vision,” said BABB Founder and CEO Rushd Averroes. “We fiscal and regulatory policy.”.

blockchain 108

blockchain Industry Compliance Marketing Strategies 108

PYMNTS

NOVEMBER 13, 2020

Going forward, the company plans to invest in market expansion, branding and marketing strategy, as well as technology-enabled tools to drive efficiency. As George Arison, Shift’s other co-CEO, put it: “[These] results demonstrate that there is a clear demand for our offerings.”.

Online 214

Online San Francisco Trends Marketing Strategies 214

Gonzobanker

JANUARY 29, 2018

According to recent research What’s Going On In Banking 2018, 64% of mid-size bank and credit union executives don’t believe their marketing strategies are future ready. Let’s define delivery here as the way the customer interacts with sales, marketing and service processes across the bank. What’s to be done?

Analytics 107

Analytics Resources Strategy Marketing Strategies 107

The Financial Brand

JANUARY 22, 2019

With an upbeat consumer credit forecast, more lenders will be exploring new marketing strategies, new products, and new technologies. The post Six Major Trends in Lending for Financial Marketers in 2019 appeared first on The Financial Brand.

Trends 32

Trends Lending Marketing Marketing Strategies 32

PYMNTS

MAY 31, 2019

based SeedLegals is in the startup funding business, but it’s not exactly an alternative lending FinTech. In addition to focusing on the deployment of its platform, Crowdz said it will use the cash for marketing, sales and to grow its team. SeedLegals. The company raised $6.5 Accounting automation solution provider Roger.ai

Capital 143

Capital Analytics Big Data Data 143

PYMNTS

JANUARY 27, 2017

is no longer the world’s largest market for FinTech investment, according to the latest report from Citigroup, released this week. The funds will also be used to expand across its home market of India. Based in California, CUneXus Solutions has a very specific target in mind for its marketing clients: credit unions.

Fintech 100

Fintech Mobile Cards Capital 100

ForwardBanker

MARCH 1, 2016

When marketing mortgages and consumer loans, is it business as usual and the same-old-same-old for your community bank or credit union? Sure, certain marketing strategies will remain timeless — addressing customers by name when they interact with branch staff comes to mind.

Lending 28

Lending Marketing Marketing Strategies Community Bank 28

The Financial Brand

MAY 24, 2021

By adopting current marketing methods, forming partnerships and offering credit that consumers want most, lenders can grow their portfolios. The post How Financial Institutions Can Fire Up Their Lending Engine in 2021 appeared first on The Financial Brand.

Lending 41

Lending Branding Marketing Marketing Strategies 41

Gonzobanker

JUNE 22, 2017

Cross-channel marketing – In the next few years we’re going to see an explosion of data-driven, targeted marketing that will make what I’m getting on my iPhone now look like chump change. First, despite the development of big bank lending talent that happened in the last 20 years, the pool is starting to dry up.

Training 88

Training Lending Customer Experience Tools 88

Long Lasting Ideas

AUGUST 7, 2014

In the past it was easier to manage social media use by restricting access to sites on company systems, but smart phones and the acceptance of using social media in marketing communications has changed the landscape. A comprehensive policy can be created using the following steps: 1. use of disclaimers. Present to Board for Approval.

social media 69

social media Policies How To Handbook 69

CFPB Monitor

AUGUST 6, 2018

It also provides guidance as to redlining risk management techniques such as (i) the regular review of assessment areas and credit market areas; (ii) evaluation of fair lending risk arising from the opening, acquiring or closing of branches and offices; (iii) evaluation through marketing and outreach programs; and (iv) complaints monitoring.

Compliance 68

Compliance Risk Management Lending Training 68

CB Insights

DECEMBER 4, 2019

In parallel, Amazon has made several fintech investments, mostly focused on international markets (India and Mexico, among others) where partners can help serve Amazon’s core strategic goal. Table of Contents: Amazon’s product strategy. Market strategy outside the US. Continue to reduce any buying/selling friction.

Cards 101

Cards Lending Strategy US 101

William Mills

SEPTEMBER 25, 2018

SME Lending for the Indian marketplace. Efficiency gains in getting and processing paper records that are used in the lending review process. ^DG. And of course, SMB lending has been a huge focus for fintech. While this is true everywhere, this is a particular challenge in a market like India. 09:15 am MuniRisk.

Mobile 79

Mobile Customer Experience Lending Analytics 79

Gonzobanker

MARCH 6, 2018

Big banks have been in the driver’s seat on growing their market share in retail, while paring down branch networks. Much like a bank that over-concentrates itself on commercial real estate lending, banks that rely too heavily on physical channels for consumer and business customers risk attrition, lost revenue and increased expenses.

Strategy 88

Strategy Marketing Mobile Trends 88

The Financial Brand

OCTOBER 9, 2018

Here's how community banks and credit unions can generate more home equity lending, along with a gallery of marketing examples. The post Tips to Help Financial Marketers Grab More Home Equity Lending Business appeared first on The Financial Brand.

Lending 23

Lending Marketing Community Bank Community 23

Ublocal

JUNE 5, 2023

SBA loans offer a variety of benefits, such as more flexible lending terms, and they can be a gateway to obtaining conventional financing in the future. If you have questions about your SBA loan timeline, you can contact the Union Bank business lending team anytime during the application process.

New Hampshire 95

New Hampshire Vermont Resources Taxes 95

PYMNTS

JANUARY 10, 2017

Other categories beyond fashion lending themselves to such smart sensing, said the executive, include electronics, and Kanniganti maintained that the solutions are modular enough to be added on piecemeal, depending upon the use case or size of the store.

Management 100

Management Retail Technology Marketing Strategies 100

The Financial Brand

OCTOBER 7, 2020

The post How COVID-19 is Remolding Credit Card Marketing appeared first on The Financial Brand. New partnerships, fintech plays, incentives, and an astounding return to direct mail all mark the turmoil in the credit card business.

Cards 40

Cards Marketing Branding Fintech 40

The Financial Brand

AUGUST 10, 2021

The post Innovation and Sheer Marketing Muscle Power Credit Card Battle appeared first on The Financial Brand - Banking Trends, Analysis & Insights. Fintechs and neobanks are adding competition with fresh ideas as major players prepare to spend for share.

Innovation 41

Innovation Cards Marketing Banking Trends 41

The Financial Brand

MARCH 16, 2021

Flush with deposits, banks and credit unions seeking new volume may find it with aggressive promotion to people returning to the auto market. Auto Lending Offers Fresh Opportunities appeared first on The Financial Brand. The post Hungry for Loan Growth?

Lending 26

Lending Branding Marketing Marketing Strategies 26

Gonzobanker

OCTOBER 26, 2021

Bankers risk underplaying the efforts that should go into ESG during the merger process including data analysis, brand and culture integration, lending products, market strategies, and staff training. Having an executive in charge of ESG integration and a combined strategy for mergers will be a small move with big impact.

Leadership 97

Leadership Compliance Strategy Branding 97

The Financial Brand

OCTOBER 7, 2020

The post How COVID-19 is Remolding Credit Card Marketing appeared first on The Financial Brand. New partnerships, fintech plays, incentives, and an astounding return to direct mail all mark the turmoil in the credit card business.

Cards 33

Cards Marketing Branding Fintech 33

The Financial Brand

JULY 30, 2015

Key concepts for building a 1:1 mortgage marketing program in today's digitally-driven world.

Marketing Strategies 12

Marketing Strategies Marketing Strategy Lending 12

Lars Markull

MAY 23, 2020

It started with small projects around Open Banking but quickly increased to supplier selection and integration, early product development, go-to-market strategy and strategic partnerships. Therefore, I switched into a freelance role and I started working with FinTech companies in my network.

Fintech 52

Fintech Lending Marketing Strategies Digital Banking 52

CB Insights

OCTOBER 10, 2018

Incumbents are not standing still and are acting to protect their market share. Table of contents: Market map: the startups disrupting retail & commercial banking. Market Map: The Startups Disrupting Retail & Commercial Banking. While these customers may be easier to acquire, they are tougher to monetize. Key takeaways.

Retail 78

Retail Cards Millennials Mobile 78

CB Insights

MARCH 8, 2018

Now, as the most successful challenger banks look to scale, they are launching new products via API integrations with other fintechs and expanding into new markets. Atom Bank, for example, launched a savings account and SMB lending after regulatory approval. How challenger banks have leveraged regulation.

Retail 78

Retail Digital Banking Fintech Regulation 78