5 easy ways your bank can help its financially distressed customers
Millions of customers experience financial distress and uncertainty in their lifetimes. We’re breaking down five simple yet effective ways your financial institution can help its customers who are in financial distress.
3 easy ways to help drive financial wellness for your customers
You’ve heard of financial wellness, but how do you turn this buzz-term into true, tangible value for your customers? We’re breaking it all down for you in our article (with 3 easy tips for your bank).
How to support your small business customers better with SKU-level data
Small businesses represent an area of significant opportunity, but banks and credit unions must prioritize delivering the services and solutions that this group needs to succeed financially. How can SKU-level data help small businesses go further?
How institutions can evolve their approach to credit to better serve the underbanked
Alleviating credit stress shouldn’t become a reactive issue, and the pandemic has proved that there needs to be major changes in the way financial institutions determine creditworthiness. Financial institutions are well-positioned to solve this problem. By leveraging alternative data and fintech partnerships, financial institutions can take steps toward providing fair and accessible credit for everyone.
Ask an entrepreneur: Financial coaching, millennials and creating a business to undo financial doubt
In this first instalment of Ask An Entrepreneur, we talk with Toronto-based business owner, Octavia Ramirez and learn how she is making up for lack of financial literacy in millennials.
The myths and facts about receipt management
There are a lot of misconceptions about receipt management and tax preparation, especially when it comes to the self-employed! Read more to learn the truth about the top receipt myths.
Infographic: How well does your financial institution know its customers
In an era where the customer is king and personalization drives business value, the banking industry has been slow to achieve the level of data liquidity they need in order to stay relevant. This infographic explores the current landscape.