Research
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…
Read MorePresentation: 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…
Read MorePresentation: Becoming the Amazon Prime of Checking
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Read MoreRecording: How Banks and Credit Unions Can Create a Fintech Revenue Engine with Embedded Fintech
This June 24th webinar from banking and fintech experts, Ron Shevlin of Cornerstone Advisors and Dave DeFazio of StrategyCorps provides essential insight for banking and credit union professionals. The webinar is based on a new research report, Creating a Fintech Subscription Engine, developed in partnership with Cornerstone Advisors and StrategyCorp.
Read MorePresentation: 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,…
Read MoreClient Story with John Kenjar, US Eagle: Implementing a Subscription Model to Bolster Value
John Kenjar, has been the VP Marketing & Community Outreach at US Eagle FCU in Albuquerque, New Mexico since 2018, where he’s earned Winner 2021 CUNA Marketing Professional of the Year, and also Winner 2021 CUNA Marketing Strategy of the Year. We had a chance to sit down and talk about some of the…
Read MoreBaZing’s Got My Back
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…
Read MoreSurvey: Revenue Recession Realities
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Read MoreWhite Paper: Accessorizing the Checking Account
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Read MoreWhite Paper: Competing with Google Plex and the Digital Banks
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