Banking Strategy, Digital and Transformation

Lean into these three sales growth strategies

20 Dec 2022

Everything is moving online. Here are three key sales growth strategies (thanks Mary Shea @ Outreach!) that I gathered at a recent tech conference in the Bay Area: Locate and focus your efforts around a generational shift, in your industry or in society at large. “The confluence of macro forces driving change at an extraordinary magnitude and...

Banking Strategy, Digital and Transformation

Robots or Humans for Financial Advice: which do consumers prefer?

30 Aug 2022

Financial Technology aims to provide convenience and innovation. Financial advice aims to provide convenience and empathy. In a study conducted by Vanguard Research on the perceived value of human and digital advice, the glaring theme found in the research is that clients believe that there are uses for digital automation in order to provide conv...

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Fintech

3 reasons Neobanks will add scalable human financial advice to drive growth

23 Aug 2022

Digital convenience doesn’t drive differentiation and loyalty. As neobanks have exploded in popularity in recent years and the technology infrastructure to support new entrants has only gotten better, it’s getting increasingly difficult to stand out. More than that, though, neobanks are struggling to engage and activate accounts. The onboarding pro...