Financial Institutions have been using consumer data to improve and streamline their cross-sell and up-sell opportunities for some time. Today, new data analytics solutions are making it possible for banks and other institutions to go deeper and understand what really makes their customers tick.
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Most Recent Flipbooks
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.
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.
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.
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.
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.
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.
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.
Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status