Banking & Financial Technologies
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Banking & Financial Technologies
The latest technology and strategies to provide your clients with excellent customer experience (CX).
Curated by Gary Bondaug
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Social Banker v2.0 | KPMG | GLOBAL

Social Banker v2.0 | KPMG | GLOBAL | Banking & Financial Technologies | Scoop.it
Want to know how the world’s most innovative and nimble banks are using social media? Check out The Social Banker v2.0 for 12 insightful articles from 12 experienced industry leaders.

Via David Hodgkinson
Gary Bondaug's insight:

A lot of insightful information here.  A must read article and thought leadership if you're a head of retail banking, bank marketing, or lead bank customer experience (CX).

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Here's The Big Obstacle To Nabbing New Financial Planning Clients

Here's The Big Obstacle To Nabbing New Financial Planning Clients | Banking & Financial Technologies | Scoop.it
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.

Via Thomas Faltin
Gary Bondaug's insight:

Your clients having a financial plan doesn't just provide them a road to travel down, it identifies opportunities for you to sell into.  In technology we call this "white-spacing."

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SBA to Offer No-Upfront-Fee Loans to Vets

SBA to Offer No-Upfront-Fee Loans to Vets | Banking & Financial Technologies | Scoop.it
The Small Business Administration announces Friday that starting January 1, veterans will be able to obtain loans of up to $350,000 with no upfront fee.

Via #BBBundyBlog #NOMORELIES Tom Woods #Activist Award #Scoopiteer >20,000 Sources >250K Connections http://goo.gl/ruHO3Q
Gary Bondaug's insight:

Do you know a veteran?  If you do, that person is more likely to start their own business than the average joe.  Be proactive in seeding the thoughts that seed the community!

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A Handy Guide To Small Business Banking

A Handy Guide To Small Business Banking | Banking & Financial Technologies | Scoop.it
If you're a small business owner, you need a reliable bank that you establish a relationship with. Here are tips for choosing the right bank for you.

Via Skip Boykin
Gary Bondaug's insight:

Regardless if they produce $250k or $5M in annual revenue, the customer sitting in front of you at that moment is your #1 client.  And if they anticipate having this experience every time you meet, you will win repeat business and greater wallet share.

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Customer Relationship Management (CRM) in Banking: A Case Study of ICICI Bank

Customer Relationship Management (CRM) in Banking: A Case Study of ICICI Bank | Banking & Financial Technologies | Scoop.it
Focus on ICICI Bank’s Initiatives The use of Customer Relationship Management (CRM) in banking has gained importance with the aggressive strategies for customer acquisition and retention being empl...

Via Abey Francis
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Abey Francis's curator insight, July 19, 2013 2:38 AM

Customer Relationship Management (CRM) in the Indian banking system is fundamental to building a customer-centric organization. CRM systems link customer data into a single and logical customer repository. CRM in banking is a key element that allows a bank to develop its customer base and sales capacity. The goal of CRM is to manage all aspects of customer interactions in a manner that enables banks to maximize profitability from every customer. Increasing competition, deregulation, and the internet have all contributed to the increase in customer power. Customers, faced with an increasing array of banking products and services, are expecting more from banks in terms of customized offerings, attractive returns, ease of access, and transparency in dealings. Retaining customers is a major concern for banking institutions which underscores the importance of CRM. Banks can turn customer relationship into a key competitive advantage through strategic development across a broad spectrum. This case study examines how CRM change the business of ICICI Bank, one of the nations leading private bankers.

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Achieving the Customer Experience Edge without Breaking the Bank

Achieving the Customer Experience Edge without Breaking the Bank | Banking & Financial Technologies | Scoop.it
Achieving the Customer Experience Edge without Breaking the Bank http://t.co/MugLxKY5...

Via Fred Zimny
Gary Bondaug's insight:

Technology exists to make our lives more efficient, not replace trusted relationships.

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US cuts cost of small-business loans - OCRegister (subscription)

US cuts cost of small-business loans - OCRegister (subscription) | Banking & Financial Technologies | Scoop.it
US cuts cost of small-business loans
OCRegister (subscription)
The U.S. government is covering up-front costs on certain federally backed business loans, a move that officials hope will stimulate lending to smaller firms.

Via Thomas Faltin
Gary Bondaug's insight:

Every little bit helps and sometimes it's that little bit that determines if growth is sustainable.

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Business Loans: How To Make The Bank Say Yes

Business Loans: How To Make The Bank Say Yes | Banking & Financial Technologies | Scoop.it
Business loan applications are refused for three in 10 small businesses, according to independent research.

Via Thomas Faltin
Gary Bondaug's insight:

Sure, your institution has money to loan small business clients but are you their trusted advisor in starting the process?  Use these five steps in designing a easy to use template for your client's application process.

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How Robo-Advisors Are Changing The Wealth Management Playing Field

How Robo-Advisors Are Changing The Wealth Management Playing Field | Banking & Financial Technologies | Scoop.it
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.

Via Thomas Faltin
Gary Bondaug's insight:

"A sword and shield are only as effective as the gladiator wielding them."  While I am excited to see financial planning and needs analysis tools accessible online there is also a continuing need for personal advice.  Don't forget the relationship aspect of financial advisory services.

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Infographic: The Value of Financial Literacy

Infographic: The Value of Financial Literacy | Banking & Financial Technologies | Scoop.it
Infographic: The Value of Financial Literacy (#curriculum21 #commoncore Infographic: The Value of Financial Literacy | Edutopia http://t.co/CXueskqZ via @Diigo...)...

Via Tony Kuc
Gary Bondaug's insight:

If your customers understand financial strategies, products and opportunities they will better understand your value to them.

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How a bank can rebuild its brand through customer experience ...

How a bank can rebuild its brand through customer experience ... | Banking & Financial Technologies | Scoop.it
How should a bank go about rebuilding faith in its brand? They could do a lot worse than improving the customer experience.

Via Fred Zimny
Gary Bondaug's insight:

Exceed your customer's expectations!

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