Find Out How Your Financial Institution Stacks Up

By 2020, according to this report released by PwC, the ability to act in real-time based on customer intelligence data will be a key trend affecting the financial services industry, and it will drive revenue and profitability. However, while there is a growing awareness of the need for customer centricity, there is a significant gap in preparedness.

Historian Arthur Schlesinger once said, “Science and technology revolutionize our lives, but memory, tradition and myth frame our response.” While science and tech have certainly revolutionized our life and times,...

There’s a right way and a wrong way to mystery shop a financial institution. First, the WRONG way: Recently, a colleague shared a story about his bank being visited by...