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The experience customers expect from their bank

Dear Banks,

Welcome to The Age of the Customer. For FIs, this means shifting the banking relationship beyond transactional services to the very heart of your customers’ daily living experience. But what does that actually mean in practical terms, and how can banks achieve it?

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Topics: Personal Financial Management (PFM), Digital Transformation, digital money management, personalized banking, customer experience

Author: Erik Brieva, CEO on Oct 6, 2015

De-mystifying digital money management: 5 key elements for PFM success

Many people are confused by the resurgence of personal financial management tools, after hearing for years that digital money management (DMM) isn’t working and that customers simply do not want it.  We beg to differ, but can also understand why some banks have been disappointed...

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Topics: Personal Financial Management (PFM), Digital Transformation, Retail banking, digital money management

Author: Cesar J. Richardson, VP Sales and Operations (Americas) on Aug 3, 2015

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