Process Mining in Salesforce With MuleSoft and Apromore
Discover what process mining does for businesses and how MuleSoft and Apromore seamlessly fit in the Salesforce hyperautomation landscape.
Banking Customers are Nervous — Use Data and Technology to Restore Their Confidence
Communication is key for banking customers and stakeholders when it comes to managing risk. Here’s how improved technology can help.
What Is API-led Connectivity? Unlock Business Agility
API-led connectivity is a methodical way to connect data to applications through reusable and purposeful APIs within an organization’s ecosystem.
3 Ways Banks Can Bridge The Growing Customer Expectation Gap
As customers now expect more personalized experiences, banks should be agile enough to sense and respond to those changes quickly.
Insurance Customers Aren’t Afraid To Leave You — Here Are 3 Ways To Retain Them
Roughly ⅓ of insurance customers have switched providers over the past year. We surveyed leading financial services executives to learn more about how a more personalized customer service approach can improve retention rates.
Don’t Just Be a Financial Advisor — Become a Coach for Your Clients
As clients want more proactive advice and personalized plans, it may be time to step your game up. We’ve outlined 3 ways you can improve the financial advisor-client relationship by thinking like a coach.
This Founder Is Shaking Up the Insurance Industry. The Secret? Flexibility and Speed.
One CTO is riding a wave of transformation, taking their company to a $1.2 billion valuation.
How Women Can Lead and Succeed in a Male-Dominated Space
We talked with three leading financial executives, learning about their journeys and how they achieved their goals in this competitive industry.
Can You Trust NFTs? These Two Fintech Execs Have Thoughts
Two execs, one dealing in gold, the other in crypto. Both are redefining the fintech landscape and placing trust at the heart of their business.
One Bank Set Out To Close the Racial Wealth Gap — Here’s What Happened
OneUnited designed its customer engagement strategy with the trust and financial wellness of its customers in mind. It cut through the noise to educate and empower as many people as possible.