by 
Megan McLean
Today’s pace of innovation and constant change heavily affects the financial services industry. To meet consumer demands, financial services leaders need to implement a more significant digital foundation to stay competitive. The first step to creating a more digital foundation in a financial services firm is to adopt technology collaboration. Today, digital technology is collaborative, […]
by 
Sara Turnley
The world as we know it changes before our eyes on a daily basis. We can now listen to any song we ever wanted with a few clicks of a button. Full course meals are delivered right to our house with a simple online order. Websites like Amazon, Overstock, and eBay give us the ability […]
by Sara Turnley
A strong digital presence is no longer optional to gain a competitive edge in today’s marketplace. According to Statistica, the number of smartphone users worldwide in 2018 is projected to reach 2.52 billion, with 61.2% of the world population accessing the web from their mobile devices. To reach customers effectively, businesses, no matter the industry, […]
The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now? Factor 1: The Economic Climate Many Americans have spent the past ten years climbing out of the Great Recession. Additionally, we can recognize the wealth gap widening – some have improved their financial status while […]
With the digital disruption becoming increasingly relevant in our economy, it is more important than ever for organizations, regardless of industry, to understand what customer experience means. It has been defined in many ways, but our definition aims to explain the scope of customer experience: Customer experience: the interactions between an organization and a customer […]
Why Digital Transformation is a Necessity for the Financial Service Industry Investing in digital technologies to accelerate marketplace position is no longer optional. It’s a requirement to get ahead. Digital technologies produced increased customer awareness, enabling research and broadening their options on how they can manage their money. As a result, financially educated customers are […]
Original article can be found on Forbes.com. As more and more financial transactions take place online, mobile apps for everything from investing and banking to debt payoff and automated savings have popped up to meet the needs of the modern consumer. These apps and tools are designed to make financial management and wealth building easier […]
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