Planview

NOVEMBER 29, 2023

A case in point is the journey of a global financial services company that recently adopted Planview’s Value Stream Management (VSM) solution. Although already primarily digital in its operations, the company was suddenly facing a new generation of clients whose expectations differed markedly from their predecessors.

Financial Services 59

Financial Services Customer Value Customer Experience Decision-making 59

Flevy

FEBRUARY 26, 2024

We’ve living in the Digital Age. Pretty much every organization is pursuing a Digital Transformation Strategy to some degree. Digital Transformation Strategy encompasses the integration of digital technology into all areas of an organization, fundamentally changing operations and business models.

Digital Transformation 52

Digital Transformation Digitalization Management Innovation 52

Xant

JUNE 30, 2021

“XANT is a proven innovator when it comes to AI-driven sales platforms. We are proud to bring this solution to market and accelerate the adoption of modern digital selling strategies to power growth and profitability for our clients”. We are thrilled to have EXL join the XANT partner network. About XANT.

Transportation 81

Transportation Logistics Digital Transformation Insurance 81

Planview

JULY 22, 2022

As the world grows more and more digital, customers across every industry are expecting digital-first, timely assistance and support. As shown in this digital transformation in banking case study roundup, all businesses — including banks — have been forced to change and evolve with the times.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 52

Planview

AUGUST 20, 2024

From wasted time due to duplicate data entry to missed opportunities and misallocated talent, these pain points can significantly impact an organization’s efficiency and innovation. This not only leads to burnout but also diverts attention from strategic initiatives that could drive innovation and growth.

Supply Chain 52

Supply Chain Digitalization Suppliers Software 52

Flevy

JANUARY 17, 2024

Having a centralized library of KPIs saves users significant time and effort in researching and developing metrics, allowing them to focus more on analysis, implementation of strategies, and other more value-added activities. * * * * Digital Transformation has ceased to be a mere option and has become a necessity.

Digital Transformation 59

Digital Transformation Digitalization Stakeholders Artificial Intelligence 59

Planview

DECEMBER 20, 2016

The recent 2016 Chief Innovation Officer Summit in New York saw no shortage of phenomenal topics, speakers, and discussions. Throughout the conference, there were several themes that became major talking points, including: Digital disruption. Building a culture of innovation. You don’t change culture by issuing a memo.

Innovation 45

Innovation Financial Services Digitalization Marketing 45

Zendesk

JULY 28, 2022

As the world turned digital, the fintech industry was ready to ride the wave. And because there are now so many players in the digital space, there’s fierce competition to keep and acquire new customers. What is digital customer service, and why does it matter? The challenges facing fintechs in digital customer service.

Digitalization 52

Digitalization Banking Financial Services Customer Experience 52

Flevy

JUNE 17, 2024

The Fintech industry is transforming the financial services landscape by leveraging technology to provide innovative solutions that enhance the efficiency, accessibility, and security of financial transactions. Product development and innovation focus on creating new financial solutions that meet these needs.

Cybersecurity 52

Cybersecurity Artificial Intelligence Financial Services Innovation 52

CMOE

MARCH 6, 2023

From topics ranging from diversity to innovation to analytics, the blog offers invaluable and actionable insights leaders can benefit from. From innovation during COVID-19 to integrative innovation management, flevyblog highlights current events and provides actionable takeaways on remaining competitive amid those shifts.

Finance 98

Finance e-Learning Innovation Leadership 98

Planview

DECEMBER 16, 2022

With the holiday season in full swing and a global recession predicted sometime in the new year, banks remain committed to investing in modernized technology through digital banking transformation efforts vs. traditional cost-cutting routes. Read Next: Digital Transformation in Banking: Why it Matters Now More Than Ever. Santander UK.

Banking 59

Banking Digital Transformation Artificial Intelligence Financial Services 59

Planview

AUGUST 29, 2017

Though the hype may have initially outpaced reality, the fledgling movement has rapidly evolved in recent years to become a force in the financial services space. According to Eric Kant, innovation advisor at Kant Consulting Group, LLC , “Technology is driving an unprecedented customer experience transformation.”

Cybersecurity 50

Cybersecurity Finance Financial Services Innovation 50

Planview

SEPTEMBER 17, 2024

Martin partners closely with executives of primarily high-tech, software, and financial services companies to implement digitally enabled business models, improve product development, and get more out of their technology investments.

Shareholders 52

Shareholders Future of Work Leadership Financial Services 52

Zendesk

MAY 3, 2021

Financial Services & FinTech. The finance world’s shift to digital has been a long time coming, but its speed accelerated during the pandemic, which means we have a lot to look forward to. While 54 percent of financial services companies saw budget increases for CX in 2020, 21 percent faced decreases.

Prioritization 52

Prioritization Healthcare Manufacturing Retail 52

Xant

JUNE 30, 2021

“XANT is a proven innovator when it comes to AI-driven sales platforms. We are proud to bring this solution to market and accelerate the adoption of modern digital selling strategies to power growth and profitability for our clients”. We are thrilled to have EXL join the XANT partner network. About XANT.

Transportation 40

Transportation Logistics Digital Transformation Insurance 40

ACT

MARCH 21, 2023

Growing competition As more professional services organisations enter the market, the industry will become saturated with service providers. From IT and engineering to accounting, financial services , and legal services , firms in every sector will have to compete for market share with new and established players.

Digital Transformation 52

Digital Transformation Remote Working Artificial Intelligence Client Relationships 52

Planview

SEPTEMBER 20, 2023

Understanding that the traditional “fixed scope, fixed budget” project execution model would no longer fuel the innovation needed to achieve growth and support speed to market. It delivers a full spectrum of global technology and supply chain services to businesses around the world.

Energy and Utilities 59

Energy and Utilities Banking Supply Chain Insurance 59

ReviewTrackers

MARCH 14, 2019

There is so much disruption going on in the world of banking and financial services. In banking and financial services, understanding the customer journey is essential to delivering excellent experiences. It’s not enough that you have a great mix of products and services. Nurture your digital channels.

Banking 37

Banking Financial Services Digitalization Innovation 37

Zendesk

OCTOBER 3, 2022

—with its 5,000-plus banks and savings institutions—Canada’s financial industry is dominated by six major banks. Known as the Big Six, these banks control more than 90 percent of the assets in the Canadian banking industry, so startups like Neo Financial must be nimble and innovative to compete. Scaling growth.

Banking 52

Banking Decision-making Financial Services Digitalization 52

SBI

SEPTEMBER 29, 2020

Seismic , the industry-leading sales enablement and marketing orchestration platform provider, and Permira, the global private equity firm, today announced Seismic has raised a Series F round of $92M led by a company backed by the Permira funds to accelerate Seismic’s rapid innovation, international growth, and M&A activity.

Investors 38

Investors Shareholders Innovation Financial Services 38

Flevy

JANUARY 13, 2024

Examples: A tech company aiming for rapid innovation sets KPIs focused heavily on short-term cost reduction, which may stifle research and development efforts, contradicting its long-term innovation goals. Misaligned KPIs can result in efforts that do not contribute effectively to the overall success of the organization.

Retail 52

Retail Healthcare Decision-making Performance Review 52

SBI

MARCH 14, 2019

In this role, Bowley will leverage his deep expertise in enterprise software product management and planning to ensure customers benefit from ongoing innovation in the Qstream solution as their L&D needs evolve. I’m excited to welcome Jim to the Qstream team to ensure our customers benefit from ongoing L&D innovation.”.

Account Planning 29

Account Planning Innovation Financial Services Healthcare 29

ReviewTrackers

MAY 8, 2017

20:20 Customer Experience Summit by Marketforce gathers 250+ senior CX professionals from across a huge variety of industries, including retail, transport, financial services, media, telecoms, utilities, and more. Gartner Digital Marketing Conference. Gartner Digital Marketing Conference. Where: London, UK.

Customer Experience 20

Customer Experience Financial Services Artificial Intelligence Banking 20

SBI

JUNE 25, 2019

Showpad is the world’s largest sales enablement software provider, with more than 1,000 customers worldwide spanning a breadth of industries including manufacturing, healthcare, technology, and financial services. To date there has been enormous innovation in automating the marketing and sales workflow. In the U.S.,

Investors 29

Investors Account Planning Banking Finance 29

SmartKarrot

NOVEMBER 2, 2021

Customer-centric strategies, which were once only used by prominent B2B consumer players like Amazon and Google, are now drawing major changes in B2B digital customer experience landscape, especially in the banking sector. This is where it becomes imperative for the banks to innovate and meet the needs of the customers.

Banking 11

Banking Customer Experience Digitalization Customer Success 11

SmartKarrot

FEBRUARY 3, 2022

Brazil’s SaaS landscape is bustling, thanks to the number of innovative startups that entered the horizon in recent years. Ambar is a Brazilian SaaS company that offers digital solutions to companies operating in the construction industry. The company has several products offering digital solutions. Here’s the list for you –.

e-Learning 10

e-Learning Banking Transportation Financial Services 10

SmartKarrot

AUGUST 12, 2021

Over the last few years, the digital revolution has changed the way businesses relate to customers. With the increasing expectations of customers, companies need to look out for new ways to interact and improve their processes and service quality.

Customer Experience 11

Customer Experience Artificial Intelligence Decision-making e-Learning 11

SmartKarrot

NOVEMBER 23, 2021

It has cemented its place in the business sector a while back, and now with technological innovation happening at a breath-taking pace, it is taking a step even further. Financial services. Customer support professionals for financial services have to make a lot of effort in collecting customer data from multiple channels.

Artificial Intelligence 10

Artificial Intelligence Financial Services Decision-making Manufacturing 10

Red Star Kim

AUGUST 18, 2022

During Covid, everyone realised the greater importance of digital marketing and the dearth of digital talent became apparent. There are often different techniques for B2B (business-to-business) and B2C (business-to-consumer) marketing – as well as for products and services. There are pros and cons of both approaches.

Marketing 130

Marketing Digitalization B2C Investors 130

ReviewTrackers

FEBRUARY 4, 2019

People are bringing their technology-fueled expectations to their healthcare experiences, and patients are increasingly demanding innovation in the way care is delivered and managed. What providers think: Only 5 percent of providers identify as digital-first organizations. Invest in Digital. Truly Understand Patients.

Healthcare 24

Healthcare Transportation Digitalization Financial Services 24

Planview

JANUARY 16, 2025

Financial institutions are at a critical juncture, balancing the need to innovate quickly while ensuring operational stability. As digital transformation accelerates, technology leaders face unique challenges in optimizing software development and delivery.

Financial Services 52

Financial Services Software Software Digital Transformation 52

Planview

FEBRUARY 27, 2025

Digital banking has redefined financial services over the last decade, with consumer preferences clearly reflecting this transformation: 91% of customers now consider online and mobile experiences a critical priority when choosing a bank. Yet the bar extends beyond merely offering digital services.

Banking 65

Banking Financial Services Innovation Digital Transformation 65

Flevy

MARCH 28, 2025

Competitive Advantage drives long-term Performance , whether through lower costs, superior quality, or innovative differentiation. Instead, the model highlights how Innovation , domestic competition, and industry structure interact to create global champions. Demand Conditions Customers shape industries.

Supply Chain 52

Supply Chain Government Artificial Intelligence Manufacturing 52