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Financial Services Firms Need To Learn How To Earn Customers’ Trust

Forrester eCommerce

How successful have financial services firms been in garnering the trust of their customers amidst inflation and market volatility? Not very successful, it seems.

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Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester eCommerce

Many financial services firms say that they are already delivering on personalization and view improving their personalization capabilities and technology further as a top priority. But financial services companies’ current personalization efforts are nowhere near the level necessary to engage increasingly demanding customers.

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Investment Companies’ Content Fails To Inspire Trust

Forrester eCommerce

If there’s any industry whose content should inspire trust, it’s that of the investment and wealth management industry. They’re asking consumers to entrust their nest eggs with them. And there are lots of eggs. PwC forecast that the mass affluent segment alone would put up to $10 trillion under management by 2020.

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What is FinTech and how does it impact the financial sector?

365 Retail

Financial Technology has carried a huge impact in the finance sector. . Whether you’re a private investor, a company director, or you’re simply curious about the world of financial technology, keep reading to find out everything you need to know about FinTech today. Primarily, these include: Business to Client (B2C).

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Investment in BigCommerce, Our Customers and Our Partners

BigCommerce

The implications for our customers, partners, and industry will be profound, and our entire team is thrilled to partner with Goldman Sachs, a world-class firm and global financial services leader. Internet Retailer recently rated us the fastest-growing platform serving the top 1000 B2C stores in North America.

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Meet Our New CFO: An Interview with Mathieu Gagné

Wiser

For the last 15 years I have held senior FP&A positions in financial services companies in Boston and London. Over the last five years, I’ve held CFO roles in early stage and mid-size companies in the software (enterprise and SaaS), professional services, and robotics industries” . ” .

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Kibo Spins Off Personalization Business Unit as Monetate

Kibo

While Kibo and Monetate will be two separate companies moving forward, with a focus on commerce and personalization respectively, we are excited to continue partnering and working together. Earlier this year, we were named the Sole Leader of B2C Commerce Solutions by Forrester in “The Forrester Wave : B2C Commerce Solutions, Q2 2022.”.

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