Customer Think

APRIL 5, 2024

In the dynamic realm of modern finance, where innovation is the cornerstone of success, the Banking, Financial Services, and Insurance (BFSI) sector stands at the forefront of technological advancement.

Insurance 59

Insurance Financial Services Banking Finance 59

ClearPoint Strategy

JULY 29, 2021

Think of two financial services companies: Goldman Sachs and E*TRADE. Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. Innovation. 56 Strategic Objective Examples.

Innovation 98

Innovation e-Learning Healthcare Finance 98

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

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. Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers.

Cybersecurity 50

Cybersecurity Finance Financial Services Innovation 50

Strategic Planning and Management Insights

FEBRUARY 2, 2021

Binna Kim is the Co-founder & President at Vested, a NYC-based communications agency that leads campaigns for companies at the intersection of finance, technology & innovation. With a background in marketing and communications for financial services, Binna and her co-founder set out to start Vested about 5 years ago.

Financial Services 40

Financial Services Finance Innovation Communication 40

Planview

JULY 22, 2022

The COVID-19 pandemic has proven that continuous product innovation and improvements to the customer experience — two hallmark benefits of digital transformation — need to drive key business decisions for banks. Commonwealth Bank deploys innovation and problem solving. NatWest continues to transform, reaping the benefits of agile.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 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 Retail Manufacturing 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 17, 2024

At its core, Digital Transformation is about harnessing data and technology to drive innovation, optimize operations, and deliver new value to customers. Example 1: AI Integration Level A financial services company is looking to improve its customer service operations by implementing AI chatbots to handle customer inquiries.

Digital Transformation 59

Digital Transformation Digitalization Stakeholders Artificial Intelligence 59

SBI

JUNE 25, 2019

Silicon Valley Bank provided the debt financing for the deal. Silicon Valley Bank provided the debt financing for the deal. 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.

Investors 29

Investors Account Planning Banking Finance 29

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

FEBRUARY 3, 2022

Brazil’s SaaS landscape is bustling, thanks to the number of innovative startups that entered the horizon in recent years. The platform is intended for use in the industries of e-commerce, consumer goods, education, real estate, and insurance and finance. Here’s the list for you –. Founded in: 2017. CEO: Marcelo Pugliesi. Conclusion.

e-Learning 10

e-Learning Banking Transportation Financial Services 10

SmartKarrot

NOVEMBER 2, 2021

This is where it becomes imperative for the banks to innovate and meet the needs of the customers. Since her introduction, Erica has expanded and advanced her capabilities to help clients make better financial decisions. If a customer wishes, Erica can also send educational videos on finance. Concluding Thoughts.

Banking 11

Banking Customer Experience Digitalization Customer Success 11