Executive Summaries

  • Increasing Customer Engagement

    Increasing Customer Engagement

    Financial Institutions have been using consumer data to improve and streamline their cross-sell and up-sell opportunities for some time.

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  • Leveraging Alternative Data to Energize Your Lending Portfolio Executive Summary

    Leveraging Alternative Data to Energize Your Lending Portfolio Executive Summary

    Financial Institutions are confronting the reality that many potential customers lack the traditional banking sources typically used to evaluate credit worthiness.

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  • Top Trends Driving Change in Retail Lending

    Top Trends Driving Change in Retail Lending

    In this webinar, we explored how leading financial institutions are using data and analytics to better compete in the consumer and small business credit markets.

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  • Using Transaction Data to Increase Customer Engagement

    Using Transaction Data to Increase Customer Engagement

    Which can provide the simple and accurate account and transaction data financial institutions need to understand customer spending trends and better target their offerings.

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  • Retail Banking: How to Avoid Digital Disruption and Gain Market Share

    Retail Banking: How to Avoid Digital Disruption and Gain Market Share

    The focus of our recent webinar was how financial institutions that embrace digital innovation can jump out in front and take advantage of the widespread disruption of digitalization.

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  • Creating A Personalized Banking Experience

    Creating A Personalized Banking Experience

    In this webinar we explored how consumers are embracing digital banking, and also discussed the limitations of banks’ current digital strategies and how they can evolve to achieve greater growth.

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  • Capitalizing on Innovation:  The Top 10 Trends in Wealth Management

    Capitalizing on Innovation: The Top 10 Trends in Wealth Management

    A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and opportunities driving financial institutions to compete in the wealth management.

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  • Engaging Gen X and Y Investors

    Engaging Gen X and Y Investors

    In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should consider their current offerings based on both generation's unique needs.

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  • Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status

    Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status

    In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors.

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