Future Digital Finance 2018

March 26-March 27, 2018

Amelia Island, Fl

Contact Us: 1.888.482.6012

Whitepapers and Reports

2018 Digital Innovation Briefing

The finance industry is at a crossroads. Consumers have a wealth of options at their fingertips and it’s no longer simply about picking one restaurant over another or driving this car or that car. Because of the digitization of our lives, consumers see how their options expand even into the way they bank and invest their money.

It’s now time for banks and other financial institutions to either adapt or fall short to the expectations of their customers or prospective customers.

In this brief report, we show you what small and large financial institutions are doing to not only stay afloat, but innovate in the face of the current digital transformation.

Monetate | 2nd Annual Personalization Development Study

Businesses are reprioritizing personalization to meet consumer demands. Now, discover why more than 70% that exceeded revenue expectations in the last 12 months have personalization-specific financial incentives in place.

Produced by Monetate, global leader in personalization software for consumer-facing brands, their 2nd Annual Personalization Development Study provides insights from 500 North American and UK-based senior marketers who share their challenges and successes with personalization across the retail, hospitality, and financial services sectors.

The Journey to Digital Maturity

This study evaluates the digital maturity of financial services companies, assessing the obstacles that are inhibiting their digital development, as well as the solutions and capabilities that are enabling it. The study also evaluates how financial institutions are impacting the customer experience and how they are leveraging mobile. Although the majority of financial institutions surveyed indicated that they are investing in their digital capabilities, only 3% of respondents believed that they have reached full digital maturity. This underlines the fact that digital maturity is a fluid process that often involves the transformation of  organizational structures and technology platforms. 

2016 Director's Report

Customers’ preferences, lifestyles and ways of engaging with their financial institutions have changed drastically over the past decade. From walking into your local bank branch and saying hello to the teller, to pressing a single button on your phone. With the introduction of new technologies and innovation, expectations for financial institutions (FIs) have changed. Customers want to be able to use financial services whenever and wherever they are. However, FIs are adapting slower than consumers are adopting these new digital mediums due to compliance issues, getting buy-in from upper management, and infrastructure upgrade costs.

In essence, technology has leveled the playing field, giving smaller players the chance to compete by being more agile and getting innovations to market first. Therefore, if financial institutions want to maintain a competitive advantage, they need to be at the forefront of digital innovation by offering customers the right products using the right device, being able to measure customer interactivity across channels and ultimately justify their marketing spend to deliver their greatest possible ROI.

Benchmarking Performance Marketing Adoption within Financial Services Strategies

The fundamental principle of performance-based marketing is that all activities should be tracked, measured, and recorded, and that marketing partners should be rewarded based on their performance. This report benchmarks the extent to which financial services companies are using various channels and highlights performance-oriented partner and affiliate marketing as part of the marketing mix. 

Learn how financial services companies are:
expanding their investments in performance-based marketing
driving customer retention through nontraditional programs

The NetFinance 2016 Mobile Banking Consumer Study

The 2016 edition of the NetFinance benchmarking report is here, containing proprietary insight gained from polling consumers on their mobile security preferences, and their perceptions around the technology.

- How many users are now banking on mobile?
- What are their greatest security fears?
- Where do they feel mobile is already performing well for them?

Click the image to the left to download your copy now!

Assessing the Digital Landscape for Financial Institutions: How to Lead the Charge with People and Technology

Sheds light on the current state of the industry's advances in digital transformation and the important role of technology in that progress. It presents survey-based insights into how financial leaders in digital strategy and marketing are striving to become the disruptor rather than the disrupted in the age of the connected customer.

Key points include:

  • Silos' effect on customer retention and how to avoid them
  • Spreading customer interaction to teams other than marketing
  • Promoting a change-ready company culture

Net Finance Director's Report

As consumers have gone digital, the way they interact with their banks has fundamentally changed. Moving into 2015 and beyond, financial institutions should be dedicated to enhancing the user experience by investing in online applications.

This report covers:
 - Monetizing the omnichannel user experience
 - Future-proofing the design of online applications
 - Creating more targeted and effective marketing messages

Click the image to the left to download the report now!

Grappling with GAFA: The Need for a Data Revolution in Financial Services

As personalization and tailored customer solutions become standard practice in other industries, banks are struggling to understand their customers and their needs. This report will explore how personalization is impacting the bank-customer relationship in the digital age. You will discover how banks can:

  • provision digital enhancements with data-driven personalization
  • implement technologies that immediately improve customers’ financial health
  • establish transparency so customers see how use of their data is benefiting them