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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