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Transforming BFSI Operations with Intelligent Automation and Low-Code No-Code Platforms

Customer Think

In the dynamic realm of modern finance, where innovation is the cornerstone of success, the Banking, Financial Services, and Insurance (BFSI) sector stands at the forefront of technological advancement.

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The Future of FinTech - w/ Binna Kim

Strategic Planning and Management Insights

Binna Kim is the Co-founder & President at Vested, a NYC-based communications agency that leads campaigns for companies at the intersection of finance, technology & innovation. With a background in marketing and communications for financial services, Binna and her co-founder set out to start Vested about 5 years ago.

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Best CRM For Financial Services – Finance CRM

Apptivo

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

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Revealed: How Conversation AI and ChatGPT Solve Remote Work Challenges for Finance Teams

SmartKarrot

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

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Revealed: How Conversation AI and ChatGPT Solve Remote Work Challenges for Finance Teams

SmartKarrot

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies.

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KPI Library Resource: KPIs and Digital Transformation

Flevy

At its core, Digital Transformation is about harnessing data and technology to drive innovation, optimize operations, and deliver new value to customers. Example 1: AI Integration Level A financial services company is looking to improve its customer service operations by implementing AI chatbots to handle customer inquiries.

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Why great CX is the doorway to success with open banking for financial services firms

Zendesk

Open banking allows non-banking organizations to offer financial services to customers via application programming interfaces (APIs). From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances.