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To teach its automated advice platform how to help advisers communicate with clients, the company has sought to develop a bank of knowledge about psychology and other expertise beyond traditional wealth management.
July 12 -
The challenge in automating cross-selling to customers online is figuring out how to integrate with the core banking platform.
July 11 -
The bank is rotating teams dedicated to product and service development across its organization to help implement new ideas quicker.
July 11 -
The mobile microinvesting company offers five basic products because it wants to be known for helping customers manage saving and spending — and that's it, Noah Kerner said at In|Vest.
July 10 -
Founders of the startup digital bank Cogni say they have the formula for reaching Uber drivers and the like, but observers warn it's a group that won't be easily won over.
July 5 -
The Illinois commercial bank gained a new role when it realized it shared the same digital transformation challenges as its customers.
June 29 -
The bank's Finn app is attracting users by removing complexity from mobile banking.
June 28 -
At 4 feet tall and with a child's voice, Pepper won't replace tellers, but it can help bank customers interested in applying for a credit card or having issues with an ATM.
June 26 -
Nyca Partners is now an investor in enterprise blockchain, but in 2014 it had doubts about the technology.
June 22 -
In focus testing for its digital-only app, Finn, Chase learned users wanted a standalone brand that still offered some traditional features, such as paper checks.
June 22 -
The company said the aim of a redesign and additional automation is to make its compliance software easier for bankers to use.
June 21 -
Denver-based P2Binvestor plans to use the new funds to expand its bank partnership program.
June 21 -
Big banks and wealth managers are unwilling to sacrifice fee income and make other changes to catch up with their customers' digital demands, fintech leaders said.
June 20 -
Opening internet cafes and investing in new technology are part of an effort to provide nimble, efficient services, the bank's CFO said in a strategy talk.
June 14 -
Ben Holzman helped build Bain Capital Ventures' enterprise software practice.
June 12 -
The London company unveiled FusionFabric.cloud at Money 20/20 Europe this week.
June 8 -
The bank’s joint initiative with CFSI awards capital to firms trying to address issues that the startup teams personally experienced.
June 7 -
The $142-billion asset bank expects to deepen relationships with existing customers and add new ones, by collaborating with Intellect Global Transaction Banking to develop new services.
May 31 -
With the acquisition of Confyrm, the bank is among the few players that are putting themselves in position to sell ID authentication services to other businesses.
May 30 -
Shari Van Cleave, head of Wells Fargo Digital Labs, says the bank is experimenting with artificial intelligence and augmented reality to create new ways to present data to customers.
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