Customer experience writer and keynote speaker Stan Phelps once said, “Customer experience isn’t an expense. Managing customer experience bolsters your brand.” In the present-day business landscape, ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Andrew Collis is Chief Financial Officer at Moneypenny, a forward-thinking CFO who is ...

Gone are the days when CFOs were focused purely on numbers. Today, they are less financial partners, and more strategic partners, integral in building an organization’s operations, innovation and ...

As we step into 2025, customer service in the finance sector is poised for transformative change. Technological advancements, shifting consumer expectations, and intensifying competition will drive ...

Business funding is in high demand amongst SMBs. As a result, many are turning to multiple financial providers at once – a significant 33% rely on more than four. This reflects a clear need for ...

AI in marketing. AI is changing customer acquisition in financial services by optimizing targeting, personalization and media buying to reduce costs and increase engagement. Predictive AI models.

Artificial intelligence has gone mainstream. The term is now regularly appended to all manner of tools and technologies, even when it’s unclear exactly what role AI plays in delivering desired ...

Most companies try hard to run their business in a customer-centric way. They strive to provide positive experiences, deliver value, and earn loyalty. However, many struggle to succeed at becoming ...

The era of hyper-personalization has hit financial services in a huge way. Last year, 18% of investment in fintech went into personalized financial management according to Dealroom, while the rise of ...