On Tuesday, our Research Note focused on how both incumbent Financial Institutions and Fintech upstarts are increasingly being judged on the same metric – CAC/LTV. On Wednesday, our Research Note focused on how Salesforce is moving into this vertical market. Today we look at the other players focused on thisRead More
Post Tagged with: "CRM"
Marc Benioff, Founder and CEO of Salesforce.com is one of the great thought leaders in the software business. He invented Cloud. So when he decides to make his first big move from horizontal to vertical and chooses Wealth Management as his entry point, we should all pay attention. During 2010 IRead More
Financial software provider Fiserv is looking to community banks and the small businesses they serve for its next revenue opportunity. Other vendors, such as Banno, are fishing the same waters. Both companies seek to increase revenue for FIs using data analytics, or “big data.” George Noga, SVP/managing director of FiservRead More
More customers trust banking at the branch over mobile devices, a recent study finds — but we’re adding an asterisk to that conclusion. According to BT Global Research, its latest survey indicates that US banks must work harder to increase consumer confidence in mobile banking if they want to discourageRead More
What does Josh Everton, eBanking Manager of Bank of American Fork, see when he looks to 2013? “Our product development team is looking at one thing for 2013: mobile, mobile, mobile. Last year was security, this year will be mobile. “We saw a steady 7% to 10% increase in onlineRead More
Digital Banker, which engages users in a verbal dialogue, wants to “anticipate what customers want before they open up and speak.”