Insights
By Sara Wainwright-Feldman
Finalytics.ai, the creator of the first journey orchestration platform purpose-built for community financial institutions, has published a new report on the digital experience at the top 50 credit…
By Sara Wainwright-Feldman
We’re putting together a list of data, customer experience (CX), and artificial intelligence (AI) stories we’re reading here at Finalytics.ai. We hope these are helpful in supporting your members…
By Sara Wainwright-Feldman
Fintechs and other banking disrupters have targeted pain points and are tackling them with fresh business models. Banks and credit unions that would survive and win must beat them at their own…
By Sara Wainwright-Feldman
When we ask executives at community banks and credit unions (CUs) what sets them apart from their competitors, we get the same answer every single time: “It’s our customer service.” However, when…
By Sara Wainwright-Feldman
We spend a good amount of time interviewing credit union (CU) members one-on-one to understand how they manage their finances. While we have an outline for these interviews, we approach those…
By Sara Wainwright-Feldman
I stay in touch with a large network of contacts from throughout financial services and fintech. Aside from the worry, fear, and frustrations all of us are facing at the moment, I’m hearing a growing…
Reports and white papers
Report
White paper
Becoming First Choice: How Banks and Credit Unions Turn Loyalty into Love
Report
White paper
White paper
Report