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How FIs and Fintech Can Work Together: An Interview w/ John Waupsh

By Jon Ogden on Apr 22, 2016 3:31:09 PM

John Waupsh is the Chief Innovation Officer at BancVue where he helps spearhead technology and marketing solutions such as Kasasa. His upcoming book, Bankruption, is set for release in 2016. We talked to him about the state of fintech today.

Topics: Design Interview
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Finovate Fall 2015, Day Two: Live Blog

By Jeff Meredith on Apr 22, 2016 3:20:20 PM

Session One

9:05am: Bizfi demonstrated an online marketplace with SBA loans, equipment finance loans, term loans and lines of credit targeting business owners. Bizfi is also a lender on the platform. The platform collects a business owner's information and then narrows down the field of lenders that would suit their needs. A funding concierge walks business owners through the pros and cons of each option available to them. A pilot program was launched in Japan four months ago with Credit Saison.

Topics: Design
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A Simple Formula to Develop True Customer Advocacy at Financial Institutions

By Jon Ogden on Apr 22, 2016 3:15:33 PM

Customer advocacy has become a hot topic, but there is some ambiguity about what it really means. Does it mean creating customers that are advocates for your organization? Or that your organization acts as an advocate for your customers?

Topics: Design
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7 Charts: What Account Holders Really Want in Banking

By Jon Ogden on Apr 22, 2016 3:13:20 PM

As part of our research process for our latest white paper, "The Banker's Guide to Digital Advocacy," we surveyed 504 random U.S. consumers and asked about their digital banking preferences. Here are 7 charts we made based on the results.

Topics: Design
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The Future of Geomarketing in Financial Services

By Jeff Meredith on Apr 22, 2016 3:08:24 PM

How do you get the right message in front of the right person at the right time? For years it wasn't within the grasp of marketers.

Topics: Design Interview
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5 Ways Financial Institutions Can Advocate for Millennials

By Jon Ogden on Apr 22, 2016 3:05:19 PM

In a recent white paper titled The Millennial Generation and the Future of Finance: A Different Kind of Trust, Innotribe shows that when it comes to business interactions, millennials generally favor using technology over going into a branch. Specifically, Innotribe says, “Because millennials trust technology even more than face-to-face relationships and the ‘brick and mortar’ user experience, they are looking for entirely new digital products that are relevant to their daily lives.”

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How Banks Can Use the Lean Startup to Build Smarter Marketing

By Jon Ogden on Apr 22, 2016 2:28:44 PM

In the age of Google, account holder expectations have changed. It’s no longer acceptable for financial institutions to wait around for quarterly reports on account holder profiles. That’s way too long in the digital age. Google works in milliseconds not quarters, and financial institutions should follow suit.

Topics: Design
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Moven Partners with MoneyDesktop [Video]

By Jon Ogden on Apr 22, 2016 11:58:46 AM

Topics: Design
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MoneyMinute: Grant Parry

By Preston Wittwer on Apr 22, 2016 11:57:44 AM

Topics: Design
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Brett King's Think Finance 2014 Speech

By Jon Ogden on Apr 22, 2016 11:54:25 AM

Topics: Design
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