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Financial Services

Financial Services Posts

AI, as in artificial intelligence
Customer Experience CX Better Customer Experience Financial Services Retail CX Manufacturing CX AI in Manufacturing AI AI & CX AI in Retail AI in Financial Services personalization AI tools
Link to AI Enables Improved Customer Experience Through Personalization
Jun 21, 2023
AI Enables Improved Customer Experience Through Personalization
AI enables improved customer experience through greater personalization to increase ROI. Read ...
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by Stephan Sigaud
bitcoin on a wallet on a credit card; forms of payment
Finance and Banking market research New Research Studies banking industry Financial Institutions NYPAY Consumer Financial Services impact on banking Financial Services Digital Transformation financial services industry SMBs Financial Service payment trends banking industry disruption payments disruption in banking industry 2025 banking predictions P2P crypto currency contactless payments BNPL digital payments crypto payments
Link to Payment Trends Expected to Disrupt the Banking Industry by 2025
Mar 15, 2023
Payment Trends Expected to Disrupt the Banking Industry by 2025
Findings from Phase 5’s 2023 study into Payment Trends show anticipated disruptions to the Banking ...
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by Schumaila Kumar
person making a purchase using a mobile phone
customer centricity customer-centric New Research Studies small business small businesses Financial Institutions marketing to small businesses Financial Services Phase 5 Study Reinventing Small Business Banking small business banking 2021 SMB Insights State of SMB 2021 Study small business owner SMB Market SMB SMB banking Support Small Business Supporting Small Business financial services industry study 2022 study 2022 SMB Study SMB segment customer-centric approach SMB customers SMBs Financial Service Small Business Study Small Business Research small business market research
Link to What Financial Services Do SMBs Need? How Should They Be Delivered?
Oct 17, 2022
What Financial Services Do SMBs Need? How Should They Be Delivered?
Request for Participation from the Financial Services industry. Help determine research content for ...
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by Steve Hansen
Fancy house overlooking private pool
customer journey mapping customer centricity Financial Institutions Financial Services Digital Transformation consumers financial services high net worth clients financial services industry client journey jtbd
Link to Retaining Affluent & High Net Worth Clients
Apr 21, 2022
Retaining Affluent & High Net Worth Clients
Financial Services: Read these research-based strategies to attract & retain high net worth ...
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by Steve Hansen
Hand sanitizing keyboard
Customer Experience Finance and Banking market research Phase 5 Post-COVID19 Research Studies post-pandemic COVID-19 Consumer Behaviour Change COVID-19 Impact Consumer Finance COVID-19 Consumer Behaviour Impact futureoftheinterface small business small businesses COVID Impact Consumer Financial Services 2020 Consumer Study Financial Services Phase 5 Study New Series Digital Transformation Digital Banking Services small business banking Accelerated Timelines Long Term Success Digital Long Term Success UX Eficiency Memorability Accessibility Discoverability User Experience
Link to Digital Transformation: Accelerated Timelines vs. Long Term Success
Feb 10, 2021
Digital Transformation: Accelerated Timelines vs. Long Term Success
COVID-19 has accelerated digital transformation, but at the risk of good UX principles. Apply Phase ...
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by Arnie Guha Ph.D.
image of person at ATM / bank machine with cash
Financial Finance and Banking COVID-19 Research Studies COVID-19 Consumer Behaviour Change COVID-19 Consumer Behaviour Impact Retail Banking banking industry COVID Impact Consumer Financial Services financial outlook impact on banking Financial Services future of banking
Link to COVID 19: Impact on Banking
Dec 3, 2020
COVID 19: Impact on Banking
Learn which consumer banking behaviors have changed for the long term due to COVID-19, and the ...
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by Michael Dolenko
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