Blog: Banking

KYC
Using Automation to De-Risk the Onboarding Process in KYC

Banking

Manual onboarding is a bank's highest-risk KYC process with the lowest rate of return. Automation can remove these hazards by taking on the responsibility of performing the grueling legwork.  In...

August 25, 2021
Bank Workflow Solution
4 Profit-Driven Reasons Why Treasury Services Should Embrace Automation

Banking

At the nucleus of any bank or credit union is the treasury service team. This vital department helps decide where to invest capital, how much to hold in reserve, assess liquidity, and ensures each...

August 13, 2021
digital-account-opening-banking
Improving the Digital Account Opening Process in Banking

Banking

This article is part of a series on improving industry-specific digital account opening processes. Digital banking used to be a luxury for top-tier banks, with most activity taking place at a...

June 28, 2021
digital-treasury
Building a Digital Treasury

Banking

Adopting new technologies for the treasury and banking industries is rapidly accelerating. Treasurers and other accounting professionals view processes such as gathering currencies, aggregating daily...

June 17, 2021
How to Prepare Your Bank for Gen Z
How to Prepare Your Bank for Gen Z

Banking

Generation Z is defined as people born between 1995 and 2015. Gen Z holds up to $143 billion in spending power, but they aren’t tied to a specific brand or product as they tend to not have brand...

June 3, 2021
account-opening-process
5 Ways Banks Can Improve The Account Opening Process

Banking

Modern consumers are accustomed to the conveniences of consumer apps such as Uber and Amazon. These consumers expect the same user-friendly experiences during the account opening process. The banking...

May 17, 2021
baas-apple
5 Popular Brands Really Using Banking as a Service Infrastructure

Banking

Banking as a service (BaaS) is a red-hot way for non-banking brands to offer financial services without investing in building out the costly infrastructure of an actual bank. Virtually any brand or...

May 4, 2021
customer-service-banks
7 Effective Ways to Improve Customer Service in Banks with Tech

Banking

Are you putting relationships first in your bank’s customer experience? With over 2 million banking complaints in the UK alone in 2019, your customers might say otherwise. If you’re looking to...

April 19, 2021
KYC
3 Trends Increasing the Need for KYC (Know Your Customer)

Banking

Do you truly know your customer? For banks, the process is more than being on a first-name basis. Impregnable Know Your Customer (KYC) checks are the foundation of a bank’s cybersecurity...

April 12, 2021
treasury-management-trends
3 Big Tech Trends in Treasury Management

Banking Finance

Shifts in regulatory, social, and competitive expectations have disrupted how treasury departments conduct banking business. The turmoil is more than a passing trend: this year will introduce another...

March 4, 2021
customer success
The 6 Reasons Why Your Onboarding Process Loses Customers

Banking Management

Customer onboarding: is it always bound to have friction? Some organizations believe there’s no way around the abrasive parts — and both the company and its clients pay the cost. As a result,...

February 26, 2021
automation-in-banking
7 Key Insights into Banking Automation

Banking

Automation is a topic gaining fierce traction in the banking industry. While larger financial conglomerates are investing big bucks in strategic automation initiatives, many smaller banks are still...

February 22, 2021
Privacy Update
We use cookies to make interactions with our website and services easy and meaningful. Cookies help us better understand how our website is used and tailor advertising accordingly.

Accept