Bank marketers are all in on AI
Training and education will be critical to ensuring that investments in AI platforms deliver their full value.
Tag: Data
Marketing for wealth management
As a new generation redefines ‘wealth,’ banks are strengthening their mass affluent and high net worth offerings.
Community banks can still win the primary checking relationship
While fintech firms may lead in raw account openings, they are not displacing primary banking relationships at scale.
Software is eating banking
Banks that will thrive in the next five years will be the ones that understood that they are trusted, regulated, ...
CFPB finalizes streamlined small-business lending data rule
The CFPB has finalized revisions to its small-business lending data rule to scale back the scope of data collection, according ...
Using data to prove marketing effectiveness
The path forward for banks is not about collecting more data but utilizing what is available to its highest potential.
How are bank marketers using data?
Improving data capability offers marketers a meaningful opportunity to strengthen credibility and demonstrate value within their institutions.
Lawmakers consider potential changes to data privacy law
ABA urged Congress to apply the same privacy and securities standards for banks to other industries, and to make sure ...
Wealth management’s challenges: retaining talent, mastering digital
‘Firms cannot get away from making investments in technology, data analytics and AI.’
The ‘new battleground’ of wealth management
‘Over time, growth becomes less about hero advisors and more about a repeatable system that can be tuned and scaled.’
