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Resources
Research, guides, books and videos that have helped your peers acquire new customers and grow.
What Makes a Truly Great Digital Financial Product?
Digital financial products are a must if you aim to remain competitive in the financial market.
Why Customer Digital Experiences Are Every Bit as Important as Their In-Person Experience
More and more people are switching from in-person to online banking, particularly when it comes to completing easy tasks such as checking their balance or transferring money.
7 Types of Digital Financial Products That Could Take Your Company Further
Financial technology, or FinTech, is in the midst of its greatest leap forward since the ATM was invented.
8 Goals Your Financial Digital Products Should Achieve
When it comes to financial digital products, the most profitable businesses always look for ways to create the best offer for their customers.
11 Signs Your Organization Could Use a New Fintech Platform for Customers
As customers increasingly transact business online, their expectations for a fast and highly capable fintech platform continue to grow.
7 Keys to Creating Successful Digital Financial Products
It's no secret that customers want a great experience with online financial products.
AI-powered decision making for the bank of the future
Strengthening customer relationships and lowering costs using artificial intelligence
Are you really innovating around customers’ needs?
Often customers have difficulty articulating the problem they are trying to solve and too many companies put their products first.
How to build a digital brand that lasts
What makes a brand last? Knowing the answer is what separates sustainable success from eventual obscurity.
The coming $68 trillion wealth transfer
For financial advisors, the transfer of wealth from baby boomers to heirs over the next two decades is a bit like climate change.
Every company should have an employee hardship fund
Levi Strauss & Co.’s Red Tab Foundation has created The Employee Hardship Fund Playbook to help companies
Why you should consider a tax-advantaged employee hardship fund
In a time when many employees are struggling financially, corporations are turning to a new method of assistance (that reduces the administrative overhead and increases tax efficiency).
Donor-advised funds in the new decade
Donor-advised funds (DAFs) saw hockey-stick growth in past decade. What lies ahead for the fastest-growing giving vehicle in the 2020’s?
COVID-19 and the technology tipping point for companies
A new survey finds that responses to COVID-19 have speeded the adoption of digital technologies by several years.
Employee engagement & making a difference
Wharton’s Adam Grant sheds light on a powerful way to increase motivation and productivity.
COVID-19: Shaping the future through digital business
As the pandemic shuts down the physical world, everyone is assuming that the digital world will step in and fill the chasm. But is that realistic?
Transforming the US consumer bank for the next normal
A “wait and see” approach to transformation will not work in consumer banking. Instead, it is a moment for radical creativity.
In a K-shaped recovery, lean on major donors
America’s nonprofits are under enormous pressure. This seven-step guide is for nonprofit fundraising during the pandemic.
Employers must ensure the safety of home workspaces
As businesses shift to work-from-home, the line of responsibility for the workplace also changes — and goes outside “the office” or “the factory.”
Why good leaders make you feel safe
What makes a great leader? Simon Sinek suggests it's someone who makes their employees feel secure.
Leading with purpose: Spreading calm, positivity, and tangible support during COVID-19
Communications from CEOs illustrate how their organizations are making decisions aligned to core purpose in this time of crisis.
The 3 things employees really want: career, community, cause
According to an analysis of Facebook employees, when it comes to an ideal job, most of us are looking for a career, a community, and a cause.
Why corporate purpose statements often miss their mark
Analysis of nearly 2,000 CEOs’ description of their company’s purpose reveals that most omit a critical detail: why their company is in business.
Glossier built a cult brand and a digital community, but what’s next?
Glossier considers new marketing strategies that move beyond organic community support. But what does that mean for its loyal digital community?
The pandemic recession demands a digital response
Digital transformation was never optional. But most firms treated it that way, applying digital technology in dribs and drabs — until COVID-19
Overcoming the innovator’s paradox
Although many people say they like radical ideas, the greater the risk and uncertainty, the more skittish potential supporters become. Fortunately, there are strategies for breaking through.
Building and scaling the world's fastest growing mobile bank
Setting a bold vision, adapting the business to respond to market feedback, and putting customer satisfaction first has enabled digital-banking start-up N26 to grow rapidly into a global bank valued at $3.5 billion.
10 ways to unlock referrals during COVID-19
Based on our experience working with fraternal organizations and helping thousands of members engage digitally, we’ve identified ten ways you can delight your members, and unlock referrals today.
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