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How top fintechs like Stash, Ramp, and Zip make bank with exceptional CX

Zendesk

In 2021, venture capitalists nearly tripled their investment in online-only banks from the year before—to the tune of $133 billion. But with inflation, rising interest rates, and economic uncertainties facing the world today, even the most well-funded fintechs need to find a clear path to acquiring—and keeping—customers.

Banking 52
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11 Websites for Online Bank Reviews and Ratings and Financial Services Reviews

ReviewTrackers

List of Banking Review Sites to Track. Online reviews are one of the most accurate indicators of customer experience for banks, insurance providers, and financial services organizations. Not only do reviews have the potential to either attract or drive away customers. Lending Tree. Not yet registered?

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Thankful for new integrations

Zendesk

Key features include items like a low code/no code platform that allows for visual bot design flow and testing without developer training, a visual dialogue builder, 24/7 personalized support, channel integrations available for leading customer experience solutions, data systems, and more.

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5 Digital Customer Experience Examples in Banking Sector that Every Customer Success Manager Should See

SmartKarrot

Customer-centric strategies, which were once only used by prominent B2B consumer players like Amazon and Google, are now drawing major changes in B2B digital customer experience landscape, especially in the banking sector. This is where it becomes imperative for the banks to innovate and meet the needs of the customers.

Banking 11
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“Funding squeeze” does not spell doom and gloom for startups seeking VC

Zendesk

As an alternative, startups are turning to revenue-based debt financing to fund their growth. What is revenue-based debt financing? Revenue-based debt financing is an alternative to equity-based financing—equity in the company in exchange for cash, which is most common—collateral-debt financing, or venture-debt financing.

Finance 52
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How U.S. Bank Successfully Keeps Track of Reviews

ReviewTrackers

1 in 5 consumers say they have made a financial decision based on a review or recommendation of a credit card or banking service. 1 in 5 consumers say they have made a financial decision based on a review or recommendation of a credit card or banking service. Customer Success Story: U.S.

Banking 42
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Thank You, Customer Success, for Uniting Marketing and Finance

Geehan Group

During the past several weeks, I've had the opportunity to work with my colleague Sean Geehan and the smart folks at Strikedeck to better understand the nuts and bolts of B2B marketing’s new priority, Customer Success. According to the Customer Success Association , “Across the SaaS B2B sector, the choice is becoming clear.

Finance 52