Industry news and know-how.

Customer data has always held value for banks and financial institutions. Understanding consumers is one of the basic principles of good business, no matter what industry you work in. And ...

Building relationships and closing deals are critical to the success of private equity (PE) firms and investment banks. The most efficient and effective way to build relationships is with software ...

Technology is a huge driver of change, and its influence on banking is no exception. According to Forbes Advisor, 78% of Americans prefer to bank digitally. Banks are under pressure like never before ...

Speaking to the Enterprisers Project in 2018, Rose Manjarres, SVP of Digital & Technology for CBRE said that the 65%–85% of the jobs that will be available in 2030 haven’t been invented yet. ...

Efficiency and productivity are two crucial components of a successful business. Increasing productivity and efficiency are still priorities for banks today. In fact, efficiency ratio is a key ...

There is nothing worse than investing time and money on technology and ending up with a platform that doesn’t live up to the hype. Frustrated employees abandon new processes that don’t seem to help ...