Activating Competitive Response to Fintech Disruption

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…

Executing Customer Retention in Times of Disruption

We are living through an era of ‘what’s old is new’ as it relates to retention. While executives have always understood the value of keeping loyal customers, massive market transformations have raised the stakes and forced what often was a behind the scenes ‘autopilot’ type of effort to a critical front and center strategy. In […]

Reboot Customer Retention: Using Data to Idle Defection Risk

Most companies can expect the inevitable, 10-20% YoY attrition of existing buyers. But under pandemic circumstances, businesses can’t risk any additional loss furthermore making “the customer experience” an important area of scrutiny. Join us on Thursday, June 11th at 3:00 PM ET as we cover the specific data points needed to predict at-risk-buyers and improve CX.