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2025 Retail Banking Trends and Priorities
January 2025
Will AI Emerge as a Personalization Differentiator in 2025? The 2025 Retail Banking Trends and Priorities Report, sponsored by Q2, reveals an industry at a critical inflection point. While digital transformation remains a central focus, with 51% of institutions actively implementing such initiatives, the path forward requires more...[more]
2024 State of Digital Lending
August 2024
The digital lending revolution is not a distant possibility – it's happening now. Financial institutions that fail to adapt risk being left behind in an increasingly competitive and digitally-driven market. However, those who embrace this change stand to reap significant rewards: • Improved customer satisfaction and loyalty •...[more]
The Power of Primacy
March 2024
In the face of increasing acquisition challenges and rising attrition rates, retail banks must not only focus on acquiring new customers but also on securing primacy by transforming account openings into engaged, long-lasting relationships. As disruption intensifies competition, institutions that succeed in both customer acquisition and primacy gain...[more]
2024 Retail Banking Trends and Priorities
January 2024
Bridging Today's Capabilities to the Digital Imperative As our survey of financial institutions across the globe confirm, standing still amid accelerating disruption proves perilous. Still, transformations stall when strategies lack proper foundations. The 2024 Retail Banking Trends and Priorities report, sponsored by Q2, guides prioritization across key gaps...[more]
2023 State of Financial Marketing
November 2023
In today's rapidly evolving marketing landscape, financial institutions face constant pressure to adapt strategies and tactics to ever-changing consumer behaviors and preferences. Staying ahead of trends and innovations is now a prerequisite for success. That's why we are excited to present our 2023 State of Financial Marketing report,...[more]
The Power of Customer Permissioned Data
October 2023
Permissioned data refers to customer information that is shared under explicit consent for specific uses. This contrasts with practices that infer data or acquire it from third parties. With permissioned data, customers opt-in on their terms. For consumers, permissioned data enables transparency, control, and personalization. Customers can customize...[more]
Retail Banking Trends and Priorities 2023
January 2023
Economic uncertainty has put an increasingly bright spotlight on the ability for traditional financial institutions to rethink existing business models from the inside out, to support an increasingly digital consumer. From delivering new digital solutions at speed and scale, to personalizing experiences with predictive engagement, banking leaders must...[more]
Best Practices for Successful Digital Account Opening
October 2022
More than ever, consumers want to partner with banks and credit unions that can simplify their daily lives and improve their financial wellness. There is little patience for time consuming online or mobile processes in a world where groceries, apparel, electronics, cars, or even a house can be...[more]
Maximizing Digital Banking Engagement
August 2022
For financial institutions, the accumulation of customer data empowers them to improve both the personalization and contextualization of content, creative, offers and overall experiences delivered. Done well, this higher level of personalization can improve satisfaction and engagement, providing a stronger value proposition that can positively impact loyalty and...[more]
Unleashing the Power of Data in Banking
July 2022
Data and analytics are at the core of organizations’ digital banking transformation efforts. In the accelerating digital economy, banks and credit unions are compelled to collect data from disparate sources and generate insights that are forward-looking and progressive to remain competitive. These insights drive improved efficiencies, better revenue...[more]
Digital Banking Transformation Strategies to Withstand Recession
June 2022
The more future-ready your financial institution is, the less likely it will be negatively impacted by economic downturns. Becoming future-ready goes beyond your financial statements. It must include improving your back-office operations, creating differentiated customer experiences, growing your customer base, improving the use of data and analytics to...[more]
Branch Banking in a Digital World
March 2022
Financial institutions globally are redefining how customer experiences can be enhanced and channel engagement increased. The role of the branch is at the epicenter of this discussion, as organizations focus on creating tech-enabled, integrated ecosystems. Most importantly, banks and credit unions must support channel agnostic delivery where data...[more]
