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Banking Strategy, Digital and Transformation

Latest thinking in respect to Banking Strategy, Digital and Transformation. Harnessing our collective wisdom to make banking better. Ambrish Parmar

Luke Allchin

Luke Allchin Director - North America at RFI Global

The Future Is Hybrid: Meeting Consumers’ Evolving Financial Advisory Needs

US households are grappling with financial challenges at levels unseen since the 2008 financial crisis. Inflation, fluctuating markets, and economic uncertainty have forced many people to re-evaluate their financial plans, explore new financial products and even switch their financial providers. Yet, despite the rising need for financial advice, f...

/wealth /retail

Prashant Bansal

Prashant Bansal Sr. Principal Consultant at Oracle

Bank's Digital Transformation Journey and Strategy

Banking's digital transformation journey involves leveraging technology to enhance customer experiences, improve operational efficiency, and create new business models. This transformation is driven by the need to meet changing customer expectations, compete with fintechs, and respond to regulatory demands. The digital transformation of banks is a...

/inclusion

Retired Member

Retired Member 

Automation ideas for FA-Client meeting lifecycle

Prologue The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained importance in backdrop of increased regulatory focus on the quality of advice being provided and the drive towards delivering good client outcomes or...

/ai /wealth

Retired Member

Retired Member 

Instilling Confidence as a Service Provider

When partnering with larger solution provider, one of the most critical stages is the onboarding process. For the service provider, onboarding is not just about integrating systems and ticking off compliance checklists; it's about instilling confidence in the solution partner that you can seamlessly fully understand and manage the work. Larger sol...

/payments /people

Rafa Plantier

Rafa Plantier Head of Go-to-Market at Gigs

Game of Phones

Every time Apple releases a new iPhone, carriers brace themselves for a “supercycle” - a seismic event in telecom when hundreds of thousands of consumers switch networks in order to get their hands on the latest iPhone. In order to win this “game of phones”, carriers compete to offer customers the best deal. You can see this strategy in action righ...

/startups /predictions

Jelle Van Schaick

Jelle Van Schaick Head of Marketing at Intergiro

Choosing the Best White-Label Digital Bank: 4 Key Features to Drive Growth and Profit

Finding the best white-label banking solution is crucial for your fintech startup’s long-term success. While many platforms cover the basics—onboarding, accounts, payments, card tokenization and compliance—the real difference lies in growth-accelerating features most providers don’t talk about. In this post, we’ll focus on 4 powerful features to l...

/payments /predictions

Hussam Kamel

Hussam Kamel Payments Architect at Icon Solutions

The Journey of Canada RTR and UK NPA Real-Time Payments

From Delays to Innovation: Payments Canada’s Real-Time-Rail (RTR) is the country’s new real-time payment system, enabling account-to-account (A2A) money transfers 24/7 for low-value payments with immediate fund availability and irrevocability. This initiative is part of a roadmap to modernise the country’s payment systems. Despite the geographical...

/payments

Eric Bierry

Eric Bierry CEO at SBS

Four Ways Data Will Define Banks’ Digital Trajectories

Digital transformation has become a top priority for banks in recent years as they've looked to capitalize on new streams of revenue, customer experiences and market expansion. As part of this, over 90% of banks have started the process of moving away from legacy systems to more flexible and modern cloud-based infrastructures. With these projects ...

/retail /cloud

Gary Singh

Gary Singh President at Zeta Services Inc

Unraveling the COBOL Conundrum

Despite the proliferation of digital banking apps, the banking industry still runs almost half its systems on a 1950s programming language, which makes it difficult for financial institutions to innovate quickly. Beyond being old and rigid, COBOL (Common Business-Oriented Language) carries overlooked risks, making it a potentially unacknowledged c...

/payments /cloud

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Why agile processes and technology are essential to revolutionise lending

Agile technology can help financial services organisations streamline backend operations and quickly adapt to market changes, which all works to improve customer experiences. But how can this technology help banks pivot to compete on lending? Streamlining backend operations First and foremost, financial institutions must audit their backend operat...

/payments /retail

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