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391 Results from /people

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Filling the customer service gap with the latest AI

Personalised offers for products and services and timely advice for financial and wealth management, especially with the cost-of-living crisis, are all examples of banks offering tailored services to their customers. Traditionally, financial institutions have delivered this level of service through face-to-face interactions in physical bank branch...

/ai /people Artificial Intelligence and Financial Services

Mayuri Jain

Mayuri Jain DGM Growth & Strategy at Persistent Systems

How Customer-Centric Communication Transforms Borrower Satisfaction

From the moment a borrower expresses interest in getting a loan to the final repayment, a bank’s communication strategies shape the customer’s perception of its lending process. Many financial institutions underestimate the impact communication can have on their ability to deliver a positive experience. The moment a borrower feels confused or stre...

/people /cloud Banking and Lending Solutions

Mayuri Jain

Mayuri Jain DGM Growth & Strategy at Persistent Systems

How Credit Unions Can Thrive in the Digital Age

In the rapidly evolving landscape of financial services, credit unions face a unique set of challenges and opportunities. While committed to their member-first ethos and community focus, credit unions must navigate an increasingly digital world. Modernization is not just an option; it’s essential for survival and growth. Here’s how embracing techno...

/people /cloud Banking

Brandon Spear

Brandon Spear CEO at TreviPay

3 Strategies to Improve B2B Customer Loyalty Through Payments

Building loyalty with business buyers is challenging in the digital age. With a growing use of self-service and AI-related tools, merchants have to be strategic about making a lasting impression and making the payments process a priority is the perfect place to focus. Highlighting choice and convenience at checkout are necessary when improving the...

/payments /people

Retired Member

Retired Member 

Empowering Leadership in Action: Strategies for Organizational Success

In the complex world of business and entrepreneurship, the journey to success is undoubtedly a collective effort. Empowerment is a cornerstone leadership strategy that plays a pivotal role in fostering a thriving organizational culture. Avoiding the Micromanagement Pitfall Leaders often find themselves tempted by the pervasive allure of micromanag

/people /startups

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

How digitalization and generation change are driving the development of the wealthtech industry

The world of investment and asset management is entering a new era where traditional methods are gradually giving way to innovative technological solutions. This transition, drive not only by technological progress, but also by a change in investor generations, requires the industry to adapt to new realities. This includes stimulating the rapid de...

/people /wealth Trends in Financial Services

Aleksandra Kitina

Aleksandra Kitina Head of Marketing at COLIBRIX

Mastering the Art of Building a High-Performing Fintech Team: Top 3 Strategies for Succes

One of the key ingredients for success in the fintech industry is a high-performing team. While motivation and inspiration play a key role, there's a deeper layer to creating a team that not only meets, but also goes beyond expectations. If you want to learn more on how to motivate and inspire a fintech team, you can read our previous blog post h...

/people Change Management

Phil Ashton

Phil Ashton 

Making the transition to agile performance management

​Over the last 10 years, there has been a shift away from the outdated, annual performance review model, towards a new, flexible alternative – continuous, or agile performance management. ​This new approach seeks to replace the formality and rigidity of annual reviews, with a regular cadence of quarterly, or even monthly check-ins that are less f...

/payments /people Blockchain in Banking and Financial Services

Hemal Jayasinghe

Hemal Jayasinghe Chief Business Officer- Banking Transformation at LTIMindtree

Unlocking Opportunities for Growth in Fintech Through AI

As the fintech sector continues to evolve, businesses are increasingly recognising the transformative potential of artificial intelligence (AI) in optimising operations and elevating customer experiences. Historically, industries, such as FinTech have thrived on transformative tech and have used it to keep pace with changing customer needs. The wi...

/people /predictions Fintech

Max Koretskiy

Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group

From wealth management to life management: what today's rich people want and how it affects the weal

Wealth management is an industry with established rules and traditions. For example, one of the first private banks that provided asset management services – the British Coutts – has been operating since 1692. However, recently even this conservative industry is experiencing significant changes. The work of asset managers is complemented by technol...

/people /wealth Fintech

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