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...
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...
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...
Your open banking strategy is an investment in the future—the long haul future. As such, it’s going to need trustworthy partners from the start to see it through from initial baby steps to a thriving API ecosystem of ongoing innovation and revenue development. There...
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 service industry, it’s critical to start with a...
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 year, American and Southwest Airlines reported that...
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 cloud engagement, and enhancements to service process...
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; more consumers are calling out the decades of...