Change and Uncertainty: 4 Priorities for Consumer Banking

Ensure a balanced growth strategy between long and short-term objectives that can deliver outcomes that will deliver value. 4 Strategies for Growth Through Economic Uncertainty

What Financial Advisors Need to Digitally Succeed

The Power of Digital Readiness Financial Advisors (FAs), and almost all professionals used to in-person business relationships, experienced a dramatic shift in 2020 in terms of how they interact and operate. Virtually overnight, advisors had to adapt their go-to-market practices to ensure business-as-usual and client service. As the pandemic continued to unfold, we saw the […]

Consumer Perceptions in Banking

Although COVID-19 has ushered in a new emphasis on the adoption of technologies, consumers have not displayed a significant increase in the desire to migrate fully to digital banking. Download our “Consumers Perceptions in Banking” report for six major statistical findings​ around banking options, services, and solutions.

Executing on Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge. In any important endeavor, the proverbial rubber hits the road in its attempted execution. While “execution” per the dictionary has a primary definition of carrying out or putting into effect a plan […]

Developing Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge Fintech entrants are creating financial services industry disruption by changing the customer value equation and causing a major impact on consumers’ behavior. Fortunately, the history of innovation and the design thinking […]

Activating Competitive Response to Fintech Disruption

Fintech entrants are changing the customer value equation and causing a major impact on consumers’ behavior. Access our on-demand webinar to learn how to capitalize on 4 incumbent advantages and activate a competitive response to fintech disruption.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. Access the guide, “FinTech Disruption Go-to-Market Toolkit,” for immediate go-to-market strategies against disruption.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…

Key Strategies To Win Over SMB Benefit Buyers

We conducted a multi-faceted research study uncovering a number of pain points and barriers—providing key strategies to win over SMB benefit buyers. Download the report for 5 actions to acquire and grow SMB accounts, plus more.