Why Banks and Fintechs are Blowing Digital Channel Financial Wellness
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Digital Banking Round Table Summary: Why Banks and Fintechs are Blowing Digital Channel Financial Wellness

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Digital banking’s next frontier is a real-time, contextual, customized user experience. An experience that delivers insights that matter to customers and positively impacts their financial wellness.

Banks have all the data they need about their customers, but can still struggle to use it effectively. The days of simply delivering transactional, historical, or personal financial management (PFM) information on the web or mobile device have come and gone. Today’s digital customers expect real-time personalized solutions designed with easy-to-implement calls to action. Banks that can do this well are set up to boost growth and brand advocacy.

In our latest virtual round table with executives from financial institutions including Ameris Bank, Berkshire Bank, CIBC, Extracto Bank, MVB Financial Corp, Northeast Bank, USAA and Wells Fargo, we explored how progressive banks and fintechs are changing the customer engagement paradigm. We discussed how actionable insights, through data visualization, nudges, and notifications, can help banking customers improve their financial wellness, while driving meaningful and tangible benefits for the financial institution.

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