Tagged: Customer Experience

Eltropy, the Platform Supporting Financial Institutions, Streamlines In-Branch Experiences With New Product

Eltropy, the digital conversations platform for community financial institutions (CFIs), has recently announced the launch of Lobby Management – a new capability to create better in-branch experiences. Part of Eltropy’s Unified Digital Conversations Platform, Lobby Management empowers in-branch associates “to manage customer flow effectively, all… Read More

Digital Onboarding Announces $58M Growth Investment from Volition Capital

Digital Onboarding, the SaaS company helping more than 100 financial institutions deepen their customer relationships, announced it closed a $58 million growth investment from Boston-based growth equity firm Volition Capital. The investment follows secular growth for Digital Onboarding as banks and credit unions increasingly “seek… Read More

Clear Street Expands its Asset Class Capabilities to Include Fixed-Income Securities

At Clear Street, they’re enabling a technology-first experience for prime brokerage via their  cloud-based platform. In 2019, Clear Street began servicing prime brokerage clients in U.S. equities and options “on their proprietary clearing, settlement, and custody platform.” Since then, Clear Street have reportedly “added execution,… Read More

Auto Lenders Lagging When it Comes to Digital Transformation Efforts, Report Reveals

Against a backdrop of shrinking margins and strained profitability, auto lenders need to do everything they can “to deliver stand-out customer experiences while reducing administrative costs,” according to a research report. While similar businesses, such as retirement plan administrators, property and casualty (P&C) insurers and… Read More

Volante Technologies, the Cloud Payments Fintech, Announces Availability of New Version of Product Suite

Volante Technologies, the global firm enabling cloud payments modernization, have recently announced the general availability of the latest version of the Volante Experience. Following the initial launch of the Volante Experience, which focused on the onboarding experience, this latest release enhances Volante’s Payments as a… Read More

Fintech Solutions: Adyen for Platforms Integrates with TabSquare, a Delivery Hero Entity, to Improve CX

Adyen (AMS: ADYEN), the global financial platform of choice for leading companies, announced the successful integration of Adyen for Platforms for TabSquare, a Delivery Hero entity, to further enhance customer experience across all channels for Quick Service Restaurants (QSR) in Singapore. Adyen for Platforms is described… Read More

Automobile Financing Experience Streamlined by Bank of America with Digital Tools, Resources

Bank of America (NYSE: BAC) is introducing new digital capabilities to support consumers in their car shopping and financing journey. Bank of America clients can now “get prequalified for auto financing to learn how much they may be able to borrow and estimate their terms,… Read More

Global Fintech Klarna Expands Growth Tools for Clients via Rollout of Digital Products

Klarna, the AI-powered global payments network and shopping assistant, announced the expansion of its growth tools for retailers and creators to help them engage with their audiences in more effective ways and enhance the shopping experience for consumers. With a mission to accelerate commerce, Klarna’s… Read More

Fintech Bluevine Launches Business Banking Plan Offering 4.25% APY on Up to $3M in FDIC-Insured Deposits

Bluevine, the digital banking platform specifically designed for small businesses, announced the launch of Bluevine Premier giving business owners the opportunity “to earn 4.25% Annual Percentage Yield (APY) on their Bluevine Business Checking balances up to $3 million, plus 50% off most standard payments fees,… Read More

UK Financial Services Firms Are Turning to AI to Develop Streamlined User Experiences, Report Claims

Cost cutting is said to be behind a significant drop in satisfaction levels in 2023, according to a comprehensive update shared by KMPG. The UK’s biggest brands are turning “to artificial intelligence (AI) to develop better customer and colleague experiences,” according to KPMG’s latest Customer… Read More

Consumer Financing Study: Digital Engagement Key to Client Satisfaction, Lowering Cost to Serve

With macroeconomic conditions continuing to make it difficult for auto lenders to maintain or increase profitability, all eyes have “turned to digital channels as the most cost-effective and efficient means to do so.” According to the J.D. Power 2023 U.S. Consumer Financing Satisfaction Study, released… Read More

NatWest and IBM to Support Generative AI Initiative to Enhance CX

NatWest and IBM (NYSE: IBM) announced enhancements to the bank’s virtual assistant, Cora, that will use generative AI to provide customers with access to a wider range of information through conversational interactions. The bank will be among the first in the UK to deploy generative… Read More

Automation Platform Glia Introduces Generative AI Tools for Financial Institutions

Glia, the customer interaction leader unifying Digital Customer Service (DCS), phone and automation on a single platform, is offering new generative AI tools to help financial institutions drive efficiency and improve the customer experience in a safe, secure way. Justin DiPietro, Co-Founder and Chief Strategy Officer of… Read More

Milan Velev of Nexo: Blockchain Professional Explains Importance of Security for Crypto Investors, Traders

We recently connected with Milan Velev, Nexo’s Chief Security Officer, who shared key insights with CI regarding the importance of setting standards for crypto platform security. Milan Velev from Nexo explained why crypto investors and traders need to prioritize security. He also commented on their… Read More

Australia’s Spaceship and Alpaca to Enhance Investing for Modern Generation

In the realm of financial technology, Spaceship claims that it is set to transform the investment experience for young Australians. The company has reportedly “established itself as a visionary in the field but has strategically chosen Alpaca as a service provider to further enhance its… Read More

Nubank Begins Testing with Generative AI to Enhance CX with Credit

Nubank (NYSE:NU) is starting to test this week a new solution that applies generative artificial intelligence as a virtual assistant to further enhance customer service. In this initial stage, the AI solution will “focus on presenting personalized possibilities related to credit granting within the Nubank… Read More

Wealth and Investment Services: Wells Fargo Extends Availability of LifeSync, a Digital Approach to Money Management

Wells Fargo & Company (NYSE: WFC) announced the expanded availability of LifeSync, a personalized digital approach to aligning customers’ goals with their money, to all consumer customers. Available in the Wells Fargo Mobile app, LifeSync launched to all Wealth & Investment Management (WIM) clients earlier… Read More

Global Fintech Klarna Leverages AI for Human Shopping Experience

Klarna, the AI-powered global payments network and shopping assistant has unveiled a treasure-trove of 13 new products as part of its Spotlight Fall launch. Shopping lens, the flagship new feature, “allows shoppers to take a picture of things and styles in their surroundings, instantly find… Read More

Revolut Introduces Updated Version of Fintech App for 35M Global Clients

Digital bank Revolut has introduced the updated version of its app — Revolut 10 — for its 35 million+ international clients. Revolut noted that clients had asked for all things money made easy, so they challenged themselves to see how easy they could make Revolut… Read More

Berlin’s Digital Bank N26 Introduces Initiative to Highlight Client-Centric Approach to Banking

Berlin-based online bank N26 has launched its new full-funnel, multi-channel global brand campaign, ‘This is how I bank’. The campaign showcases how N26’s innovative and customer-centric approach “to banking gives everyone the confidence and freedom to bank where, when, and exactly how they want to.”… Read More

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