Re-wiring financial services operations for a bold future

whitePaper | February 4, 2020

Banks are also open to innovation, with a perhaps surprising 83% focusing most of their technology efforts on the front office and 56% on CRM in the last three years. This reflects a focus on improving the digital customer experience and becoming more customer-centric. We're now seeing the wave of digitalization that has swept through retail banking move through SME business banking, which represents $1 trillion (20%) of bank revenues worldwide but sees the biggest gaps in funding and customer satisfaction (estimated at $5tr by the World Economic Forum).

whitePaper | December 23, 2019

Whether you’re obtaining new clients or recruiting talent, the Financial Services space is incredibly competitive. In order to meet the collaborative and transparent demands of clients, firms must work to develop an involved community that’s loyal to them. With that goal in mind, customer satisfaction and relationship development are imperative, and—as clients seek out advisors and agents that are thought leaders and specialists, and Financial Services firms strive to become exactly that—personal branding is more important than ever. In fact, branding must become a focus of all client-facing employees.

whitePaper | July 26, 2022

For a very long time, incumbent banks/financial institutions have remained the pillars or stalwarts of the banking industry. Be it a retail consumer or a business, banks have remained a one-stop solution for all their financial needs. However, financial institutions have had their fair share of challenges in the past decade, which have ultimately trickled down towards the end consumer and revolutionized banking as we know it.

whitePaper | May 6, 2022

Globalization and digitization were transforming the way we work even before the global COVID-19 pandemic, but going forward, flexible hybrid workspaces will be the norm. With that comes the expectation of equity and inclusiveness for employees, and more personalized, meaningful experiences for customers.

whitePaper | April 30, 2022

As the demand for real-time payments grows, so does the need for financial institutions (FIs) to offer more robust access to faster and more efficient payments. The Clearing House’s (TCH’s) RTP network laid a solid foundation for use cases and connectivity protocols, but some FIs have been waiting for FedNow before deciding how to move forward. FedNow is finally about to launch.

whitePaper | September 28, 2022

Strong financial controls, a robust banking system and evolving payment technology are vital to the growth of the South African economy. Without the correct frameworks and systems, accessibility to it becomes a significant challenge – for the public and private sector alike.