Keep Your Friends Close and Your Data Closer: How Fintech Teams Grow Engagement and Digital Outcomes

Keep Your Friends Close and Your Data Closer: How Fintech Teams Grow Engagement and Digital Outcomes

Upcoming webinar
Title: Keep your friends close and your data closer: How fintech teams grow engagement and digital outcomes
Date: Tuesday, July 27, 2021
Time: 2:00 PM Singapore Time
Duration: 1 hour

We have moved into a new, digital era in finance and banking. For those businesses that have not pivoted and evolved with the times, it will be an uphill struggle to keep customers happy and engaged. For those businesses that embraced new digital strategies, and upgraded their marketing tech stack, now is the time to reap the rewards of increased growth and customer loyalty. And for those businesses that are somewhere in the middle, it’s becoming ever more important to be bold and experimental when testing and engaging your customers with new services and features. Your business’s future depends on it.

Join the latest Finovate webinar, in collaboration with Braze and Amplitude, as the panel explores:

  • The art of balancing and blending product analytics and customer engagement, and why you need both in your strategy
  • Managing disparate data and leveraging data to inform an event-driven martech strategy
  • Going beyond understanding your customer, and the power of behavioural analytics
  • Future-proofing your finserv brand, and responding to changes in customer demands and tech trends

Featuring Alka Gupta, Director of Data & People, BukaWarung; Chye Yien, Senior Strategic Business Consultant, Braze; Julio Bermúdez, VP APAC & LATAM, Amplitude; and Alex Bird, Product Manager, Openpay. Moderated by David Penn, Research Analyst, Finovate. 

Register now >>


Photo by Denniz Futalan from Pexels

Pandemics, Climate Change, Recessions – Oh my! How Do You Manage Commercial Credit Risk in an Ever-Changing Landscape?

Pandemics, Climate Change, Recessions – Oh my! How Do You Manage Commercial Credit Risk in an Ever-Changing Landscape?

Upcoming webinar
Title: Pandemics, Climate Change, Recessions – Oh my! How Do You Manage Commercial Credit Risk in an Ever-Changing Landscape?
Date: Thursday, June 10, 2021
Time: 1:00 pm Eastern Daylight Time
Duration: 1 hour

Once we’ve overcome the pandemic, the next crisis regulators will be turning their attention to is climate change. Unlike Covid-19, climate change isn’t something we can develop a vaccine for – and it is here to stay. Climate change risk will therefore be a key focus area for regulators going forward, so banks need to be thinking about how they’ll address and analyze climate-related risks and opportunities at a portfolio level. 

Featuring Jeremiah Norton, former FDIC; Bruce Richards; former Federal Reserve Bank of New York; Mark Levonian, former OCC; and David Penn, Research Analyst, Finovate.

Register now >>

Building Trust: How Video is Reshaping Digital Customer Engagements in Banking

Building Trust: How Video is Reshaping Digital Customer Engagements in Banking
Video for banking

Upcoming webinar
Title: Beyond Images: How Video is Reshaping Digital Customer Engagements in Banking to Drive Agile Growth
Date: Wednesday, June 09, 2021
Time: 2:00 pm Eastern Daylight Time
Duration: 1 hour

Leading brands are adding real-time video to digital customer engagements as a way to improve customer service and sales effectiveness. Video can enable service and support workers to add human empathy to digital customer engagements. Forrester advises that adding video can boost loyalty and revenue.

Join the latest webinar to explore:

  • How the COVID pandemic accelerated the need for better digital customer experiences that can convey humanity and empathy
  • Review real-world success stories of enterprises that have created a video-based “guided customer experience” in their apps and websites to drive higher customer satisfaction, higher revenue, and higher customer retention
  • The difference between using a third party video meeting tool and adding video-as-a-service embedded into your existing website or app… and which strategy is right for you

Featuring Tom Martin, CEO, Glance Networks and David Penn, Research Analyst, Finovate. 

Register now >>

Innovating for Success: How Insurers Can Embrace Innovation to Drive Growth

Innovating for Success: How Insurers Can Embrace Innovation to Drive Growth

Upcoming webinar
Title: Innovating for success: How insurers can embrace innovation to drive growth
Date: Tuesday, May 18, 2021
Time: 02:00 British Summer Time
Duration: 1 hour

Technology and innovation are key to driving growth and creating scalable and agile business models in a challenging environment. It is an exciting time for insurers and many are seizing this opportunity to transform by investing in innovation, accelerating the evolution to digital, and evolving in ways that appeal to customers. 

Join our latest webinar to explore:

  • Is innovation important and why?
  • Are insurers truly getting return from their investment in innovation?
  • What insurers can do so that their innovation endeavours lead to genuine growth?
  • Top tips that drive innovation – critical tasks and internal challenges?
  • How insurers can build an innovation funnel /roadmap?

Featuring Preetham Peddanagari, Digital Insurance Leader, EY EMEIA; Roy Jubraj, Chief Strategy & Transformation Officer, esure Group; Emmanuel Djengue, Innovation Director, RGAX Europe and Marcin Kurczab, Head of Innovation Lab, PZU Group.

Register now >>

Customer Engagement Tactics to Boost Loyalty and Monetization

Customer Engagement Tactics to Boost Loyalty and Monetization

Upcoming webinar
Title: Customer Engagement Tactics to Boost Loyalty and Monetization
Date: Thursday, April 15, 2021
Time: 04:00 British Summer Time
Duration: 1 hour

Research shows brands that excel in customer engagement often exceed their revenue goals. But how well is the financial services industry really responding to customers, and delivering on promises of “customer-centricity?”

Join this upcoming webinar where our expert panel will explore the top trends in customer engagement in 2021 for financial services companies, growth levers for financial service businesses, and how customer engagement strategies can be used to drive long-term growth. Find out which steps you can implement now, and in the long term, to improve customer engagement. Hear first-hand insights from Wise, including how the company has advanced its customer engagement strategy over time.

Featuring:

  • Erin Bankaitis, Strategic Business Consultant, Braze
  • Andrei Dinca, CRM Lead, Wise
  • Talie Baker, Senior Analyst, Aite
  • Moderated by Greg Palmer, VP, Finovate

Register now >>

The New C-Suite Challenge: The Rise of Customer Experience

The New C-Suite Challenge: The Rise of Customer Experience

Upcoming webinar
Title: The New C-suite Challenge: Rise of Customer Experience
Date: Wednesday, March 31, 2021, then on-demand
Time: 02:00 PM Australian Eastern Daylight Time
Duration: 1 hour

As this year shapes up, more digital disruptors are poised to change the financial services landscape. In APAC region, we are seeing digital-first organizations harnessing the power of data to provide enhanced customer experiences to give them a competitive edge and deliver timely, relevant offerings to their customers. Customer Experience (CX) will become the currency of financial services organizations in the future and help determine how products are developed for an increasingly informed customer.

Join the webinar to hear our expert panel talk through their experiences and insights on these key themes:

  • How to fuel continuous innovation across divisions and teams
  • Building data driven initiatives within financial services organisations
  • How organisations are working with fintechs to drive better experiences

Featuring:

  • Andrew Aho, Regional Director, Data Platforms, InterSystems
  • E Long Chua, Group CTO, Kenanga Investment Bank
  • Freddy Lim, Co-founder & Chief Investment Officer, StashAway
  • Brad Scarff, CTO, YellowFin
  • Moderated by David Penn, Research Analyst, Finovate

Can’t join us live? Register now and we will send you a recording to watch on demand. 

Photo by Sabel Blanco from Pexels

Upcoming Finovate Webinar: Biometric Authentication for SCA and Beyond

Upcoming Finovate Webinar:  Biometric Authentication for SCA and Beyond
Digital fingerprint

Upcoming webinar
Title: Biometric authentication for SCA and beyond: the art of the possible
Date: Wednesday, March 03, 2021
Time: 03:00 PM Central European Time
Duration: 1 hour

The PSD2 requirement for Strong Customer Authentication, combined with Mastercard’s mandate on biometrics, has led to an increase in the deployment of biometrics as one of the 2 factors of authentication. A strong preference from consumers for its ease of use is also driving adoption.

Join this webinar, with BNPP Personal Finance, Mastercard, and Fabrick, as they share their experience of deploying ID Check Mobile (IDCM), MasterCard’s biometric authentication solution for online payments.

The expert panel will tackle the topics including how the solution can help issuers meet regulatory requirements and how biometrics can deliver additional value-added services to maximize return on investment. The speakers will take time during the discussion to answer questions from the audience – so use this time to get your queries and thoughts addressed.

Featuring:

  • Moderated by: Julie Muhn, Analyst, Finovate
  • Stephanie Chlala, Project Manager, Payments, BNPP Personal Finance, France
  • Jamila Hunter, Director, Identity Solutions, Mastercard
  • Andrea Gambirasio, International Business Development, Fabrick

Register now >>

The Finovate Fintech Fulltime Review

The Finovate Fintech Fulltime Review

07 – 11 December 2020 | Register now

Reviewing critical challenges and opportunities in the fintech industry across 2020. With a specialized focus on the latest in lendingtech, bankingtech and customer experience.

Join Finovate for a week of webinars, thought-leadership and video interviews, all accessed online for free.

Here’s a snapshot of what’s to come…

All Finovate Fintech Fulltime Review registrants also get access to the Fulltime Review eMagazine at the end of the week, featuring key session recordings from FinovateFall Digital and FinovateWest Digital, plus an exclusive discount to Finovate events in 2021. 

Log in from the comfort of your desk anytime and choose the content that suits you. Get involved now >>

Deliver Tailored Experiences Using Automated AI and Cognitive Data

Deliver Tailored Experiences Using Automated AI and Cognitive Data

It’s probably a good thing that many of us saw fintech’s Year of the Customer coming a mile (or at least several months) away.

There is no one who anticipated a year ago what the world would look like right now. But I suspect that fintech’s preoccupation with the customer experience going into this year has helped the industry make the necessary adjustments now that 2020 has actually arrived – in all its unpredictable craziness.

One of Europe’s most underrated fintech countries, Portugal, is home to this week’s latest Finovate webinar host: Celfocus, a company that is helping other companies offer a better customer experience. Founded in 2000 and headquartered in Lisbon, Celfocus is a system integrator and specialist in digital transformation that works with businesses in a number of verticals to enable them to enhance their operations using automation and AI.

On Wednesday, September 30th, Celfocus’ Henrique Cravo (Digital Lead) and Carlos Domingos (Digital Channels and Integration Lead) will lead an interactive conversation that looks at how cognitive data insights can be the key ingredient – along with automated AI – that enables financial institutions to build and deliver “tailored experiences that trigger new targets, portfolios, and customer lock.” With the demand for greater personalization growing, Cravo and Domingos will show how financial institutions that customize offerings to meet their clients’ needs are likely to develop the deepest and most meaningful engagement. And the key to being able to deliver this high level of customization is being able to effectively manage and interpret customer data.

“From risk takers, tech-savvy, and hungry for innovation customers to tech avoiders that value human touch,” Cravo and Domingos wrote earlier this year, “banks must accommodate different engagement approaches and insights to differentiate customer profiles. This happens,” they wrote, “not because they don’t have the data, but because they can’t mine it.”

Learn more about Celfocus’ approach: Customer Knowledge Augmentation and Activation from their July 2020 guest post. And then join us on Wednesday for an in-depth conversation on how banks and other financial institutions can not only gain new insights into their data, but also leverage that data into actionable knowledge to provide better, more consistent, personalized customer experiences.


Photo by Suzy Hazelwood from Pexels

Webinar: Technology as a business strategy in financial services

Webinar: Technology as a business strategy in financial services

Date: Wednesday, September 23, 2020 | Time: 10:00 AM Eastern Daylight Time

Register now >>

When development and compliance are handled separately financial services organizations often run into challenges. These challenges can be remediated with solid IT Automation practices.

Without IT Automation a lot of time and money must be used to remain up-to-date, compliant, and secure. A robust automation strategy is an answer, and 89% of FIs agree: it is one of their top priorities. But only around 18% of the industry is doing this effectively. 

Join the latest #FinovateWebinar, where we explore the focus areas that can be streamlined while deploying IT automation resulting inteams that are more productive, reduced errors, improved collaboration, and more time spent on more meaningful, thoughtful work. 

The session will look at:

  • Identifying, preempting, and overcoming internal resistance challenges like a lack of dedicated resources and a lack of executive buy-in 
  • Assessing where you are on the automation journey and how to get started 
  • Overcoming complex use cases and lack of visibility to benefits 

Featuring Jamil Mina, Chief Architect for Financial Services, Red Hat and David Penn, Finovate Research Analyst.

Find out more and register for free >>

Kids Love Cash: Insights from the COVID-19 Crisis

Kids Love Cash: Insights from the COVID-19 Crisis

If digital transformation is sweeping financial services – and this trend has been accelerated by the global public health crisis, as we are often told – then what’s up with the huge and enduring demand for cash?

“I certainly would have expected, if you’d asked me prior to COVID: would COVID put a big dent in cash? I would have said “absolutely” because not only are people not going out, it has a dirty connotation to it,” Fiserv Senior Vice President David Keenan said during the Q&A portion of his recent webinar presentation, Looking Under the Hood of Today’s Payments Ecosystem.

“And yet if you look at the data,” he added, “that’s not what’s happening.”

This was one of many fascinating takeaways from Keenan’s research on payment trends in the COVID-19 era. That research was presented this week in a webinar that also looked at the rise of digital enablement in financial services and the inevitable transition to real-time payments. Keenan’s presentation is now available for viewing on an on-demand basis.

Toward the end of his discussion, which explained how and why companies need to be able to provide “the right options at the right time to create a winning payment experience,” we asked the Fiserv SVP why he began his presentation, which featured insights on digital enablement and real-time payments, with a discussion on the importance and endurance of cash.

Keenan said the decision to start with cash was deliberate – and given the program’s theme of “safe, fast, convenient payments” it is perhaps easy to understand why. For all of cash’s drawbacks – including the fact that paper money increasingly is seen as “dirty” in an ever-more touchless world – Keenan showed research from the Federal Reserve indicating that cash remains a preferred payment method in the U.S. – only trailing debit. Moreover, for about 85% of those surveyed, cash usage over the past 12 months had remained the same, or increased.

But perhaps most interestingly, this data also revealed that cash’s most passionate champions are under the age of 25. And this preference for paper money does not take away from GenZ’s appreciation of debit, which is on par with 25-to-34 year old, 35-to-44 year old, and 45-to-54 year old cohorts. Nor was credit usage impacted by GenZ’s preference for cash; GenZ credit usage was comparable with both 25-to-34 year old and 35-to-44 year old age groups. The main difference between GenZ and other cohorts was in the use of electronic payments, where its usage was typically half that of other groups surveyed.

A further note on the enduring preference for cash: while cash usage patterns have returned to trend after a brief, coronavirus-induced drop in March, the amounts of cash being used – which began increasing in March – have remained elevated.

Keenan speculated that what might blunt these accelerating cash trends could be a major response to the coronavirus – such as a vaccine. He said, “as long as we’re living in this one-step-at-a-time, back-to-the-new-normal, we believe cash is going to be an important part (of payments).”


Photo by Karolina Grabowska from Pexels

Webinar: Critical Steps to Accelerate Digital Transformation in Customer Support

Webinar: Critical Steps to Accelerate Digital Transformation in Customer Support

When COVID-19 hit, the financial services sector was faced with an abrupt realization that digital transformation needed to accelerate. While moving to a digital-first approach is a massive undertaking, it can be tackled over a period of time. Financial services can see impactful digital changes implemented in hours, not years.

Most importantly, digital transformation places clients at the center of business. An exceptional customer support experience distinguishes leading financial services from the rest, helping to retain clients well beyond these unprecedented times.

Watch Zendesk’s Alex Mack, Sr. Solutions PMM, and Bank Novo’s Head of Customer Success, Brian Kale, for a live webinar. They’ll discuss quick steps financial institutions can take to digitize their customer experiences at a time when scaling support operations is crucial.

They’ll walk through digital customer support initiatives that are quick to deploy and can deliver big results. Learn how to:

  • Express empathy and build trust through personalization
  • Scale customer support with help centers and AI
  • Move customer conversations to SMS, social, and third party messaging platforms
  • Empower remote collaboration to expedite requests

See how these customer-centric initiatives can help scale your support today while strengthening your client experience for the future.