2024/03/21
Everyone knows the importance of making a good first impression. Doing so at scale through digital-first customer engagement is today's clarion…
Research related to Jumpstart by Harvest Savings & Wealth Technologies
-
-
2024/03/19Super-regional banks in the US face a unique, competitive environment. They compete not only with the largest global money center banks but also…
-
2023/08/27Most onboarding solutions, whether built by a bank or solution provider, focus on a broad set of processes across sales automation, know-your-cu…
-
2023/08/26This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
-
2023/03/17Digitizing commercial customer onboarding is like using starting blocks in a sprint. It improves performance along numerous dimensions and gener…
-
2023/03/08Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
-
2023/02/23Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
-
2022/08/06As banks chart their course through the imperative of digital transformation, one increasingly common approach is to launch a digital bank on a…
-
2022/03/29Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
-
2022/03/13BNP Paribas S.A. implemented One KYC, a utility for collecting, storing, and maintaining information and documents for know-your-customer (KYC),…
-
2021/10/26The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to rea…
-
2021/09/08North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
-
2021/03/30Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
-
2021/03/10RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
-
2020/09/21Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…