Recording: The Best of Mobile CX & Fintech Apps

Here’s your opportunity to see how fintech apps are taking over the minds of today’s consumers and changing the definition of financial advice. StrategyCorps’ Dave DeFazio demonstrates trending apps like Robinhood, Cash App, SoFi, and Affirm to better understand the new features that are increasing competitive pressures on today’s banking products. He shares ongoing research…

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Presentation: Bye Bye Primary FI?

Download Slides Why primary relationships still matter and how to identify, optimize and lock them down. Is it still realistic to expect to be the primary financial institution for consumers who have so many choices where to bank? Does it still even matter if your financial institution is the primary one for consumers? The answer…

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Presentation: Close Encounters of the Fintech Kind

Download Presentation If it feels like fintech apps are taking over the minds of your consumers and changing the definition of financial service and advice—you might be right. How do they do it? Through live demonstrations of today’s trending apps, we’ll examine how the major fintechs are using subscriptions and incorporating data to pioneer recurring,…

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BaZing’s Got My Back

Car trouble - couple looking under the hood

By Clay Crenshaw Having worked with financial institutions over the last few decades on their retail checking account strategies, I find myself so focused on things like fee income, analytics, and net interest margins that I forget how relevant and impactful our products can be.  If you’ll indulge me, I’d like to share a quick…

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