Customer experience writer and keynote speaker Stan Phelps once said, “Customer experience isn’t an expense. Managing customer experience bolsters your brand.” In the present-day business landscape, ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Andrew Collis is Chief Financial Officer at Moneypenny, a forward-thinking CFO who is ...

Gone are the days when CFOs were focused purely on numbers. Today, they are less financial partners, and more strategic partners, integral in building an organization’s operations, innovation and ...

Business funding is in high demand amongst SMBs. As a result, many are turning to multiple financial providers at once – a significant 33% rely on more than four. This reflects a clear need for ...

With increased market competition and the rise of challenger banks, traditional financial institutions must differentiate themselves by keeping, or even out-pacing, consumer demand and ever-evolving ...

Customers who believe their financial institution cares about their financial health are three times more likely to be “very satisfied,” three times more likely to recommend their primary financial ...

AI in financial services is transforming customer acquisition, enhancing personalization and driving growth at every stage of the sales funnel. AI in marketing. AI is changing customer acquisition in ...

The first half of 2022 has brought about worldwide challenges. Rising interest rates, inflation and the war in Ukraine have impacted global markets and created both fear and uncertainty. The ...

The era of hyper-personalization has hit financial services in a huge way. Last year, 18% of investment in fintech went into personalized financial management according to Dealroom, while the rise of ...

Artificial intelligence has gone mainstream. The term is now regularly appended to all manner of tools and technologies, even when it’s unclear exactly what role AI plays in delivering desired ...