Enhancing Customer Engagement with AI-Based Hyper-Personalization

This webinar explores the cutting-edge partnership between Central Bank and Personetics, aimed at revolutionizing the way community banks deliver meaningful value by proactively helping customers better manage their finances. Hear directly from experts Daniel Westhues, Executive Vice President and CMO at Central Bank, and Jody Bhagat, President of Americas at Personetics. Why watch? Dive into Read more…

Quavo Fraud & Disputes Launches New Capabilities to its Dispute Management Platform

Quavo unveiled new automated ACH capabilities to its dispute management platform, QFD (Quavo Fraud & Disputes) this week. The enhancements make additions to the intake questionnaire, and add a new verbal attestation functionality for WSUD compliance. Quavo Chief Technology Officer and co-founder David Chmielewski said that the enhancements will reduce friction. “For ACH, the process Read more…

4 Game-Changing Benefits of Modernizing Your Fraud & Dispute Management

Finovate webinar on demand, in collaboration with Quavo, on digitizing fraud & dispute management. Financial institutions suffer billions in losses, expenses, and fines every year due to fraud, and the resultant impact on customer trust and loyalty presents an even bigger problem. 77% of customers say they would leave their bank if they do not Read more…

Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

Finovate webinar on demand, co-sponsored by Genesys and AWS Hear wealth management experts from Genesys and AWS discuss how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We’ll also explore how new technologies like generative artificial intelligence Read more…

Mastering Personalization: The Key to Elevating Customer Experiences in Financial Services

Finovate webinar, on demand, in collaboration with Yext The financial services industry is undergoing significant transformation driven by evolving customer expectations, the macroeconomic landscape, and the consumer need for personalization across their experience. In today’s financial services environment, consumers are asking more questions than ever. The days of using family advisors and banking institutions are Read more…

Trulioo Examines Challenge of Business Identity Theft in New Survey

A new survey from identity verification platform Trulioo reveals that nearly 80% of responding organizations have suffered from business identity theft. Business identity theft involves defrauding, extorting, or stealing money from a company. The data comes from Trulioo’s Global Know Your Business (KYB) Survey, conducted last month. The review included responses from 705 professionals in Read more…

Optimize Onboarding to Maximize Revenue

— Markets around the world have shifted from a growth-at-all-costs mentality to a more targeted approach that emphasizes onboarding the right customers while decreasing acquisition costs. But costs alone don’t tell the whole story. Successful customer onboarding strategies take into account risk tolerance, user experience, abandonment rates, operational costs, and the lifetime value of a Read more…

Building the Foundations for Next-Gen Technology to Transform Customer Experience

Finovate webinar, in collaboration with InterSystems, Thu 12 Oct, 3pm BST / 10am ET How can financial services firms improve the client journey and experience? Next-generation technologies that advance digital transformation are at the heart of that answer, but these rely on the firm’s ability to gather and analyze all available data across the business. By Read more…

Identity Verification in the World of Global Money Movement

As new trends emerge, such as the growth of P2P push payments, businesses need to implement verification processes to better protect their customers. Additionally, cross-border transactions require meticulous compliance with international AML regulations which can be challenging to navigate. In this webinar, we’ll explore the role of identity in global payments and moving money across Read more…

CB Insights on 2023 Fintech Funding Woes; Strength in Early Stage Investment, ex-U.S. IPOs

CB Insights shared its State of Fintech Q2 2023 report last month. The top takeaways? Fintech funding continues to take a hit, with the report noting that both funding and deals globally have retreated to “levels not seen since 2017.” But wait, there’s more. Mega-round funding, deals valued at $100 million or more, fell to Read more…

Big Data Innovator SESAMm Integrates Generative AI to Boost ESG Risk Mitigation

SESAMm, an AI company that provides investment firms with critical insights on ESG, risk controversies, and other significant events, has integrated Generative AI into its platform. The addition is designed to help financial institutions apply enhanced ESG risk mitigation. The integration also will enable the company to streamline the process with automated tools and other Read more…

Why Your KYB is Only as Good as Your KYC

In 2022, global fines for failing to prevent money laundering (AML) and other financial crime surged more than 50 percent, totaling more than $2 billion in the banking sector alone. With the ever-increasing complexity of AML regulations and the global nature of financial services, financial institutions are investing more resources into compliance and due diligence Read more…