SheerID Launches First Financial Services Solution to Instantly Verify Thin-file Applicants and Many Other Segments with Authoritative Data


SheerID's new financial services solution will help firms verify thin-file applicants as well as other segments like teachers, military, and healthcare workers. Press Releases Digital Verification Financial Services Identity Marketing SheerID

Walgreens Moves Into Financial Services With Credit Card Launch

Retail Touch

In partnership with Synchrony and Mastercard , Walgreens is expanding its financial services offerings. The new cards will be the first in a range of new financial products and services planned by Walgreens.


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5G In Financial Services

Forrester's Customer Insights

5G will become a general-purpose technology for financial services firms. Age of the Customer banking customer experience management customer-centric design financial services Insurance mobile technology omnichannel customer experience 5G

Exploring Retail Revolution: The Correlation Between Technological Advancements In Financial Services And Online Retail Success

Retail TouchPoints

By Carter Hunt, Western Union Technological advancements in the financial services industry are evolving through complex tools like AI-powered analytics and voice-activated capabilities, offering added levels of insight and convenience. We are seeing a shift toward always-on service and a desire for instant gratification, marked by Dell EMC Research’s latest finding. Customers also are becoming more comfortable with digital financial services.

SheerID’s Julie Cox Interviewing Money20/20’s Sanjib Kalita At Digital Marketing for Financial Services Summit


SheerID is hosting the ‘What Financial Services Marketers Can Learn From Retail: 2021 Trends’ session at The Digital Marketing for Financial Services Summit.

COVID-19 Stokes The Chatbot Hype In Financial Services

Forrester's Customer Insights

COVID-19 and the associated containment measures are accelerating digital transformation and automation in financial services.

Europe Predictions 2021: Digital Acceleration In Financial Services

Forrester's Customer Insights

2020 has been a challenging year for financial services. Age of the Customer Banking Europe financial services Insurance covid-19 digital Financial Services insurance pandemicFirst, COVID-19 hit insurers with business interruption and travel insurance claims.

Using Innovation To Rebuild From COVID-19 — Lessons From Financial Services

Forrester's Customer Insights

Age of the Customer banking digital business digital disruption financial services Innovation operationalizing innovation technology-driven innovation digital innovation digital transformation Financial Services innovation open banking open finance

Financial Service Firms Need To Stop Thinking Like Retailers On Personalization

Forrester's Customer Insights

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.

Hardwire CX To Financial Performance In The Financial Services Sector

Forrester's Customer Insights

Business leaders in the financial services (FS) industry are used to tracking success with measures that reflect shareholder, investor and market regulator values like return on equity, net profit, assets under management and capital adequacy ratio.

Forrester’s Global Financial Services Architecture Online Survey

Forrester's Customer Insights

An important part of Forrester’s research process is gathering input from financial services companies, so we can advise our clients on the latest trends in the market. banking financial services InsuranceWe’ve kicked off some new research, and we need your help. We’re currently fielding a survey for vendors, end users, and experts that will provide the key input […].

How Digital Verification Makes Marketing to Students Easy for Financial Services


The post How Digital Verification Makes Marketing to Students Easy for Financial Services appeared first on SheerID. Blog Posts Digital Verification Marketing to College Students student verification

Predictions 2019: Financial Services Firms Shift Their Focus To Operational Efficiency

Forrester's Customer Insights

In the decade since the global financial crisis, much of the financial services industry has made a strong recovery. banking financial services predictions 2019 wealth managementWhile many governments are still nursing large debts, most banks, investment management firms, and insurance companies have long since returned to good health. Growing economies, rising interest rates, and increased trading activity have delivered strong earnings […].

When Financial Services Meets the Platform Economy: Turning Challenges into Opportunities

Retail Archives

In that context, to remain relevant and competitive, banks are turning to partners to offer innovative experiences and access additional data that can be leveraged to deliver better services.

Introducing Autonomous Finance: Forrester’s New Research On Algorithm-Based Financial Services

Forrester's Customer Insights

While it’s still early days, the shift toward autonomous services is already happening in financial services thanks to evolving customer expectations, advances in AI and other […]. People’s lives are becoming ever more automated as millions of algorithms make decisions — and, in some cases, take actions on those decisions — on behalf of a consumer.

Digitally Evolving Customer Mindset Will Reshape Indian Financial Services Landscape

Forrester's Customer Insights

Indian financial service customers are changing! Forrester surveyed 3,000 online adults in India on their financial attitude, expectations, and preferences and found that more than half of customers accessing the internet are constantly online. We found that most of the respondents are early adopters of new technology — Forrester calls them “Progressive Pioneers.” ” As digital […]. age of the customer

Banking of Things- IOT Advantages to Banking and Financial Services

Retail Archives

The implications of this increased connectivity, along with the impacts of Covid-19 on changing consumer behavior, product priorities and need of digital transformation, is impacting banks as they strive to deliver increased value with new business models, services and products and improved operational efficiency. In the current world of connected devices, mobile, wearables and cloud computing, new opportunities in banking and financial services are becoming omnipresent.

Dynamic Yield for Financial Services

Dynamic Yield

PERSONALIZATION FOR FINANCIAL SERVICES Put personalization at the heart of the consumer experience With Dynamic Yield, leading financial services and insurance companies can now deliver personalized customer experiences at scale, across any channel. The post Dynamic Yield for Financial Services appeared first on Dynamic Yield

Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms

Forrester's Customer Insights

And with so many assets in transition and the broad interest in customer experience in financial services, it’s tempting to think that banks, insurers, and wealth managers recognize a great opportunity […].

Do You Work For A Financial Services Provider? Then Take This Survey!

Forrester's Customer Insights

Forrester is conducting research on how financial services companies are using Video to win, serve, engage, and retain customers. Uncategorized Banking brokerage Digital Banking Financial Services insurance retail banking video video strategy wealth managementAs part of this research, we want to hear from you! Click here (or below) to take the survey and help us give you great research – plus you get a free research report for taking […].

What Financial Marketers Can Learn From Retail


Financial marketers can leverage those strategies to see the same success. Blog Posts Uncategorized Financial Services Identity Marketing Personalization RetailLeading retailers find ways to win and retain customers in spite of the pandemic.


Forrester's Customer Insights

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Australian Financial Services Firms Must Step Up And Fix Home Lending

Forrester's Customer Insights

With broker reforms at a standstill, Australian financial services firms must step up and take responsibility by putting customer interests first. Create the right culture, be more transparent, and build tools to protect vulnerable customers. age of the customer

The Future Is Here: Google Moves Forward With Its Banking Marketplace

Forrester's Customer Insights

The future is here. As discussed in Forrester’s recent research on the future of banking, success for many banks will come from powering products and distributing through others’ marketplaces. And Google is now moving ahead with its plan to launch one of those marketplaces.

The Future Of Banking Has Arrived

Forrester's Customer Insights

Forrester’s view on the future of banking is here – examining the changes that we expect to play out over the next decade of retail banking.

Join Us At Forrester’s Digital Financial Services And Insurance Forum Mumbai 2018

Forrester's Customer Insights

With this delightful idea in mind, I request the pleasure of your company at the second edition of Forrester’s Digital Financial Services and Insurance Forum in Mumbai on October 10. Jane Austen once said that her idea of good company is clever, well-informed people who have a great deal of conversation.

Invest In The Right Technologies To Develop Your Financial Well-Being Program

Forrester's Customer Insights

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. In “The Forrester Tech Tide™: Financial Well-Being, Q3 2020,” we highlight 18 significant technologies.

Mobile Banking Apps Take Center Stage As Australians Embrace Digital Banking

Forrester's Customer Insights

Just think of the ways we now interact with each other, carry out our daily activities, and buy and pay for products and services. It’s mid-July 2020, and the world is a very different place than it was six and a half months ago!

Sustainable Finance: Will Your Firm Talk The Talk Or Walk The Walk?

Forrester's Customer Insights

Not only has the 2008 global financial crisis exacerbated economic inequality, it has also caused a massive reputational damage to the […]. There’s no better time than the start of a new decade to take a retrospective look at the past and reflect on what has changed, and what hasn’t.

The Road To Sustainable Finance Will Be Long And Thorny

Forrester's Customer Insights

Financial services firms have a large role to play in […]. Age of the Customer Banking financial services Insurance Investing Sustainability Sustainable finance Wealth Management

How To Monetize Open Finance: Monetize Value, Price The Use Case

Forrester's Customer Insights

This is steadily changing distribution patterns within the industry towards embedded finance – a world of connectivity, financial services meeting the needs of customers in the moment, in cars, in virtual agents, in shopping apps, in online marketplaces.

Lean Isn’t Always Lean: There Are Lean Cores And Lean Cores In Banking

Forrester's Customer Insights

A few days ago, I discussed application architecture in banking with a banking software vendor. Starting from there, we had a look at that vendor’s core banking solutions and further back-end systems such as trade finance.

A Guide For Finserv Leaders On Building Their Financial Well-Being Program

Forrester's Customer Insights

In addition to these COVID-19 changes, governments, regulators, and shareholders are now demanding higher standards and mandating financial services firms to better serve and […].

European Customer Experience Index, 2020: How Banks And Insurers Can Connect CX with Business Impact

Forrester's Customer Insights

Yet most of the world’s largest financial services businesses cannot clearly answer the questions: “How much is CX improvement worth in annual profit?”

The Four Themes That Dominated FinovateEurope 2021

Forrester's Customer Insights

Age of the Customer Banking Europe financial services fintech Sustainable financeFinovateEurope 2020, which took place in Berlin in mid-February 2020, was one of my last big trips that year. It was also the first time I bought and liberally used hand sanitizer.

Learn From Natural Language Processing Use Cases To Build Your Projects In Production

Forrester's Customer Insights

AI Insights Application Development & Delivery Banking emerging technology financial services Insurance natural language processing (NLP Many solutions have already adopted technologies we introduced in AI 2.0. Check out how banks and insurers in APAC benefit from NLP.

Rome Was Not Built In A Day, And Neither Are Digital Businesses

Forrester's Customer Insights

age of the customer digital business digital transformation financial services Banking Digital Banking digital strategy Financial Services innovationAs I’m returning from the Eternal City, where I’ve had the chance to walk around Rome’s Baroque architecture gems and explore its awe-inspiring art collections, I cannot stop myself from reflecting on how much talent, courage, and leadership it took to transform and build such an incredible city.

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