Personalization in Banking: Aspiration to Execution

Industry pundits and customer surveys indicate that an increasing number of consumers and businesses would like, if not expect, their financial institution to personalize their banking experience. Much like they experience from other service providers like Amazon, Netflix and Facebook, users are looking for relevant suggestions on products/services as well as tips to help improve their financial health.
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Spotlight

Customers are ambivalent about the relationships they hold with their financial institutions. Recent research from Accenture finds that 71% of retail banking customers view these relationships as transactional and without much added value to their lifestyles. But, research shows that they&


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This live webinar is designed for accountants, CPAs, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers and tax preparers.

Why separating banking activities? (webinar)

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Separating Banking Activities: the missing piece to financial reform.

Spotlight

Customers are ambivalent about the relationships they hold with their financial institutions. Recent research from Accenture finds that 71% of retail banking customers view these relationships as transactional and without much added value to their lifestyles. But, research shows that they&

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