It’s okay to admit it: you’ve heard it all over, dropped it in networking chats casually, and pretended you know exactly what it means. That’s okay. But from this point forward, no more nodding along. In the financial...
Blog
Industry - Financial Services
Data protection in the age of AI: Ensuring privacy in financial services
In 2019, the First American Financial Corporation reported that over 885 million financial and personal records linked to real estate transactions were exposed through a typical website design error. Earlier this...
Financial services’ guide to the Salesforce Summer ‘23 Release
For financial services, the Salesforce Summer ‘23 Release is an exciting update full of new functionalities and enhancements in the Financial Services Cloud. Complaint management, actionable segmentation, marketing...
Insurance technology trends in 2023: A halftime pulse check
Insurance is always on every consumer’s mind, but often not happily: it’s the necessary evil and the nightmarish web of policy intricacies no one seems to understand. Those stereotypes are, however, slowly changing;...
A pulse check on fintech’s 2023 trends and target capabilities
As the globe continues to brace itself and read headline after headline about the year’s eventual plummet into a recession, to say all eyes are on banking and financial institutions is, well, a gross understatement....
Financial services innovation: Focus on the now, not twenty years from now
The future’s so bright… not even wearing shades can prevent you from being blinded, at least a little bit. The addressable market predicted to come from the bright and shiny metaverse is expected to be anywhere from $8...
Innovation in a cooling economy: Healthcare and financial services
2023 has thus far been marked by slow growth for the US economy across all sectors, and the fear of a looming recession continues to haunt business leaders and consumers alike. For healthcare and financial services...
Financial services and the customer service innovation gap
In the current climate, financial services organizations have little room for error when it comes to maintaining their customer base. Anxious spenders and uncertain economic conditions often make for hasty decisions,...
3 years later: What’s changed in financial services since the pandemic hit
Three years ago the entire globe was thrust into crisis as COVID-19 spread and altered the way we think about and do nearly everything. Financial services, especially so, had to rethink everything from the mental...