Category Archives: Financial Services

Financial Services Need to Bank on Secure Instant Messaging

William MacDonald — May 21, 2019 — May 21, 2019 Data protection has never been more crucial within the financial industry. With stories regarding high-profile cyber-attacks appearing in the news cycle with increasing regularity, financial firms are facing a new imperative to remain compliant. Ensuring that their communications and data transmission are secure, therefore, must … Continue reading Financial Services Need to Bank on Secure Instant Messaging

5 Technologies and Trends Changing the Credit Industry [Infographic]

James Patterson — September 28, 2018 — September 28, 2018 As with other markets, the credit industry has taken a whole new direction, thanks to the emergence of modern technology. Because of these digital innovations, creditors are able to design and introduce a large number of products and services that make loaning easier, faster, and … Continue reading 5 Technologies and Trends Changing the Credit Industry [Infographic]

For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

Corrie Mieszczak — March 20, 2018 — March 20, 2018 There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a … Continue reading For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

The Importance of Personalization for Financial Services [Infographic]

Katie Sweet — February 9, 2018 Follow @misskatiehrdy — February 9, 2018 Personalization is such a hot topic in the world of marketing these days. But personalization isn’t just another marketing buzzword — it’s a critical strategy for delivering a better experience for prospects and customers. Every person that visits your site, uses your app, … Continue reading The Importance of Personalization for Financial Services [Infographic]

Where is Your Business Located? The Answer Could Affect Your Loan Options

Meredith Wood — May 9, 2017 Follow @fundera— May 9, 2017 You’ve done hours of online research, compared dozens of options, and finally, you’ve found it—the perfect loan for your small business. But then, as you finally go to apply, there is a problem. As it turns out, your perfect lender isn’t licensed to fund … Continue reading Where is Your Business Located? The Answer Could Affect Your Loan Options

5 Trends Impacting the Financial Services Industry in 2017

Nathan Ive — February 10, 2017 — February 10, 2017 5 Trends Impacting the Financial Services Industry in 2017 Today, nearly every financial activity is being reimagined in some way, from banking, to lending, to wealth management. Tasks and transactions that once involved human interaction and paper money have overwhelmingly moved into the digital world, … Continue reading 5 Trends Impacting the Financial Services Industry in 2017

What the Data Says About Financial Services and Referral Marketing [Report]

by Amity Kapadia June 17, 2016 Follow @amitykapadiaJune 17, 2016 Think about the last time that you took out a loan or used an accountant to prepare your taxes. Even if your experience was positive, was it exciting enough to inspire you to refer the company to your friends, family, or colleagues? Did you run … Continue reading What the Data Says About Financial Services and Referral Marketing [Report]

Social Media Promotion as an Effective Tool for Financial Services Marketing

by Judy Caroll January 5, 2016 Follow @www.twitter.com/judycaroll1January 5, 2016 Businesses today are seeking for savvy solutions to manage specific functions. In terms of managing their finances, merchant service companies and investment banking firms need low cost solutions in terms of processing and organizing a large amount of data. These activities can be properly handled … Continue reading Social Media Promotion as an Effective Tool for Financial Services Marketing

Subtly Tooting Your Own Horn to Get the Credit You Deserve

by Michelle Weidner November 29, 2015November 29, 2015 We all want to believe that hard work speaks for itself—but that isn’t always the case. Sometimes the hardest-working people in an organization unintentionally fly under the radar. If you often find yourself not getting credit for your achievements and successes, perhaps you need these tips to … Continue reading Subtly Tooting Your Own Horn to Get the Credit You Deserve