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FORRESTER: Financial Services Innovation Requires Digital Tech, Matchmaking, and Discipline

Planview

But in the past year, the rapid adoption of financial services innovation technology has catapulted banking, insurance, and financial leaders into the now. Digital Financial Innovation Is The Antidote To Disruption. Leading firms are responding by promoting innovation. The best way to do that?

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KPI Management: Digital Transformation Strategy KPIs

Flevy

We’ve living in the Digital Age. Pretty much every organization is pursuing a Digital Transformation Strategy to some degree. Digital Transformation Strategy encompasses the integration of digital technology into all areas of an organization, fundamentally changing operations and business models.

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How to use AI to cut customer service costs in financial services

Zendesk

Financial services are at a pivotal point in the industry. That means sales, claims, services, and transactions need to happen securely across digital channels. Set up automated self-service for low-value customer interactions Customers want fast answers, and they want to get information on their own.

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How a Financial Services Provider Used VSM to Increase Delivery Efficiency

Planview

A case in point is the journey of a global financial services company that recently adopted Planview’s Value Stream Management (VSM) solution. Although already primarily digital in its operations, the company was suddenly facing a new generation of clients whose expectations differed markedly from their predecessors.

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KPI Library Resource: KPIs and Digital Transformation

Flevy

Having a centralized library of KPIs saves users significant time and effort in researching and developing metrics, allowing them to focus more on analysis, implementation of strategies, and other more value-added activities. * * * * Digital Transformation has ceased to be a mere option and has become a necessity.

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Being more strategic – Case studies and insights (Ireland May 2023)

Red Star Kim

The figures for this year’s survey show Republic of Ireland fee income rose by 12 per cent in 2021, compared with just 1% in 2020 Finance-Magazine.com – Ireland’s top accountancy firms roar back to double-digit growth in 2021 Accountancies and Tax Consultants revenue is expected to expand at a compound annual rate of 1.3%

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Why fintechs need to deliver superior digital customer service right now

Zendesk

As the world turned digital, the fintech industry was ready to ride the wave. And because there are now so many players in the digital space, there’s fierce competition to keep and acquire new customers. What is digital customer service, and why does it matter? The challenges facing fintechs in digital customer service.