The world is changing

“Disruption among banks is likely to come from the banks that are able to develop and have access to superior data sets, analytics and the ability to deliver specific, actionable information.”

– Morgan Stanley

BCG Report 2016

Data alone isn’t enough

Neither is analysis. You only add value when that data and that analysis leads to action.

Data alone isn’t enough

Neither is analysis. You only add value when that data and that analysis leads to action.

Customer experience is critical

You need to create a personalized customer experience that rivals what your clients are receiving in their own lives as consumers.

Customer experience is critical

You need to create a personalized customer experience that rivals what your clients are receiving in their own lives as consumers.

Deals need to work for all sides

Getting a great margin on a deal doesn’t matter if your customer feels like they lost. The best deals meet your customer’s needs, improve the bank’s bottom line and leave the banker feeling empowered.

Deals need to work for all sides

Getting a great margin on a deal doesn’t matter if your customer feels like they lost. The best deals meet your customer’s needs, improve the bank’s bottom line and leave the banker feeling empowered.

The gap is widening

“Mass customization” – through data, technology and artificial intelligence – is a scaling, competitive advantage you cannot ignore.

 

Banks face a choice: innovate, or be left behind.

The best banks are doing this

The world’s top banks are leveraging technology to amplify their humanity, not replace it. They’re freeing up their bankers to focus on delivering the high-value, one-to-one experience their customers expect and deserve.

The best banks are doing this

The world’s top banks are leveraging technology to amplify their humanity, not replace it. They’re freeing up their bankers to focus on delivering the high-value, one-to-one experience their customers expect and deserve.

They’re getting smarter… and smarter

Leading banks are becoming “learning organizations,” using artificial intelligence and machine learning to make every decision and every customer touchpoint better and more valuable than the last.

They’re getting smarter… and smarter

Leading banks are becoming “learning organizations,” using artificial intelligence and machine learning to make every decision and every customer touchpoint better and more valuable than the last.

They view technology as an investment, not a cost

It’s not one magic bullet. The market leaders are using sales technology stacks, that feature best-in-breed CRMs, origination solutions and pricing platforms.

They view technology as an investment, not a cost

It’s not one magic bullet. The market leaders are using sales technology stacks, that feature best-in-breed CRMs, origination solutions and pricing platforms.

They’re giving their customers and their bankers a seamless experience

Their technology solutions easily connect with each other, thanks to out-of-the-box integrations that you can quickly plug and play. This connectivity makes each system more powerful than it ever would be working alone and effortlessly moves information where it needs to go.

They’re giving their customers and their bankers a seamless experience

Their technology solutions easily connect with each other, thanks to out-of-the-box integrations that you can quickly plug and play. This connectivity makes each system more powerful than it ever would be working alone and effortlessly moves information where it needs to go.

They’re becoming more and more efficient

Smooth integrations and timely, actionable information lead to faster operations and less time spent on repetitive processes, second-guessing and corrections. Making the right decision and making it faster vastly improves the customer’s experience.

They’re becoming more and more efficient

Smooth integrations and timely, actionable information lead to faster operations and less time spent on repetitive processes, second-guessing and corrections. Making the right decision and making it faster vastly improves the customer’s experience.

There is a clear path forward

Learn more

Recommended for you