Essential customer data platform features for better understanding of your customers
As a banker, you know that understanding your customers is key to providing excellent service. A customer data platform can help you get to know your customers better by collecting
Customer data platform vs CRM: pros, cons, and recommendations
Choosing the right customer data platform (CDP) or CRM can be difficult. There are many different options available, and each one has its own set of pros and cons. In this article,
Top 4 customer data platforms for financial institutions
The era of big data is upon us, and financial institutions are scrambling to find the right tools to manage and make sense of all that customer information. Here are four platforms
Why banks need customer data platform integration
Banks rely on customer data to drive their businesses. The problem is that most banks have a variety of systems that store customer data in different formats. This makes it difficu
Digital onboarding best practices to improve customer experience
As consumers, they’re spoilt for choice when it comes to selecting a bank. But once they’ve picked one, how easy is it to switch banks? In most cases, not very –
3 problems with digital customer onboarding banking you’re likely to miss
Digital customer onboarding is a process that has revolutionized the banking sector. Instead of having to go through long wait times and poring over paperwork, customers can now co
How technology and customer behavior are changing digital channels in banking
Financial services deal with structured quantitative data more often than other sectors, such as healthcare, making it simpler to digitize and automate procedures. This has two sid
How to improve customer experience in banking in 5 steps
Every strategy approach in banking must include the customer experience as a key component of meeting consumer needs. To provide a consistent banking experience whether it is onlin
The only open banking customer experience guidelines you will need
Open banking is a concept used in the financial services sector to describe a new era in the financial sector. It allows for innovation and meets customer requirements, all the whi
10 surprising stats about banking customer retention
One of the most wonderful things a business can concentrate on in 2021 is building consumer loyalty. You may gain valuable insight into what customers want from your company now an
