The market for financial services has had to revolutionize around customer service in the past few years more than ever. Fintech is bringing financial services closer to consumers, with transparent but secure data access dominating budding business models. Leaders in...
Articles & Insights
Financial Services
7 banking contact center pain points that are costing you valuable CX
While the financial landscape evolves at warp speed, propelled by AI-supported technological innovations and customer-centric strategies, many banking call centers remain in a vacuum of archaic protocols and practices. Long wait times, black-hole-esque automated...
What you need to know about financial services in 2024
The onslaught of fintech organizations has long been disrupting the financial services space at large, introducing a slew of new business models, technologies, and cultural approaches to the industry. 2024 will be another transformative year as these fintech ideals...
Year in review: How 2023’s trends shaped insurance industry growth
If there’s one year-defining buzzword every industry can relate to, it would have to be AI. Artificial intelligence and its fast-approaching feasibility for many businesses took over many conversations and initiatives this year, and we’ve seen numerous...
Year in review: How 2023’s trends shaped fintech growth
2023 may go down in history as the year the tide started to change for fintech companies. What was once seen as a breeding ground for various startups with fast growth but uncertain longevity is now a bonafide industry, full of potential and set to stay. As McKinsey...
Winter ’24 recap: Features for financial services
It’s been a year of shaky confidence from clients with their financial services organizations. Due to the economic downturn and ever-looming fear of recession, customers are demanding more to secure their assets. And financial services are expected to answer the call...
Infographic: AI + the Financial Services Industry
Choose Your Own Adventure ebook preview: Transformation in the financial services industry
Do not read this book from beginning to end, start to finish… Depending on what choices you make, your transformation can end in tremendous success—or lackluster, ill-adopted disaster. Through our upcoming Choose Your Own Adventure-styled ebook, we’ll humorously...
How to get started with open banking
It doesn’t take much (technically) to get started—other than the green light and buy-in of all your stakeholders, which is often no small task. Getting everyone on board and agreeing to share customer data with third parties via APIs is, well, difficult. The promises...