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August 30, 2017 by Kevin Morrison

The Grand Canyon is an extraordinary place, but it is one of those wonders you have to witness in person. You can see pictures and videos of it or selfies of your friends standing on the rim, but you don’t get a full appreciation for its incredible beauty until you see it for yourself.

For those of us who have been in the banking industry over the last several years, the omnichannel customer experience is like that. Our peers talk about it, and we see endless presentations on the beauty of it. Unfortunately, I had yet to experience it … until yesterday.

August 8, 2017 by Denise Valentine

Money isn’t everything, but it certainly helps create choices in life. Yes, investing can be tricky with many options and fine print. Still, the biggest obstacle for the average person is not investing; it is the saving bit. Saving requires discipline and, in some cases, sacrifice. It means spending less than you earn, though you’re surrounded by lots of temptation.

May 31, 2017 by Shirley W. Inscoe

Just a few brief years ago, financial institutions (FIs) weren’t really focused on the customer experience. With the exceptions of making sure ATM downtime was minimized, branches were staffed appropriately, contact center calls were answered within acceptable time frames, and the online banking system worked properly, bankers were just doing business as usual. The world has changed dramatically, and many FIs with a focus on the customer experience have created a new department whose primary goal is to ensure every aspect of a new product or process is evaluated in the context of its potential impact on customers.

April 24, 2017 by David Albertazzi

On April 26th and 27th, Finovate returns to San Jose with FinovateSpring, the flagship two-day showcase of the latest and greatest fintech innovations from leading established companies and bleeding-edge startups.

April 10, 2017 by Denise Valentine

You are forgiven for having bigger headlines to focus on, as these are confusing times. Envisioning 20 to 40 years from now takes a backseat to the day-to-day with so many concerns for the average individual and family. At least half of baby boomers are navigating healthcare costs and lower fixed incomes, Gen Xers are straddling college costs and eldercare, and the millennials starting out are paying for weddings, homes, and childcare costs. It’s a busy day all-in. You likely missed the April 5th Senate subcommittee meeting to discuss the state of retirement security in the U.S.

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