The Year of Customer Experience for Financial Wellness

With 10 years having passed since the Financial Crisis, many consumers have not fully recovered from its effects on their financial health. Individuals now demand a best-in-class customer experience in banking that goes beyond convenience, access, and design -- to deliver improved financial wellness, as consumers urgently focus on building savings, improving credit, and other long-term financial goals.

Read More
SECTOR SPOTLIGHT: Wealth Management in FinTech

Legacy institutions and brokerage firms no longer have dominant control over the wealth management sector due to the disruptive forces of FinTechs who cater to all customer segments with similar offerings at a fraction (or no) cost.  These companies are allowing individuals to start building wealth now at a young age through multiple financial options.

Read More