The heart of the matter: a customer-centric look at fintech
In this series, The heart of the matter, financial services veteran Dave Wallace talks about people, brands and insight. He looks to tell the customers’ story and bring their perspective, and how fintechs and financial institutions interact with their customers.
About the author:
Dave Wallace is a user experience and marketing professional who has spent the last 25 years helping financial services companies design, launch and evolve digital customer experiences.
He is a passionate customer advocate and champion and a successful entrepreneur.
Follow him on Twitter at @davejvwallace and connect with him on LinkedIn.
The path to personalisation
The path to personalisation in banking is apparent. But like every journey, it needs those first steps to be taken.
Globalisation, crypto and the new cold war
The emergence of blockchain and digital currencies is sparking a new tech battle across the world.
What Gen Z can tell us about the future of banking
All too often, the voices of young people seem to be ignored. Now is a critical time to talk and listen.
The social dilemma
With half the world on social media, why are so many FIs still shying away from it in fear?
Mobile first, second and third!
Most companies talk about the importance of mobile technology, but I'm not convinced there is a proper understanding.
What the hell happened to help?
Banks could do more to provide financial education, guidance and advice to customers.
Let’s talk about sex (as in gender), baby!
Women and men seem to differ in their attitudes to banks and banking products and services.
Customers don’t do what they should
There's a disparity between how banks think and what customers do.
The heart of the matter: customer-centric look at fintech
So much of what we conceive, discuss and celebrate is about tech. How often do we talk about actual customers?
Aberdeen Report: Customer operations in financial services – how to maximise client value and optimise efficiency
The findings from the survey of 218 financial firms, highlighting best in class customer operation programmes.
Coventry Building Society seeks first chief data officer
The savings and mortgage lender has more than 2,700 employees and 1.8 million members.
Aspiring neobank Vergo aims to serve US architecture SMEs
Vergo will be a vertical neobank for the US construction and interior design industry.
Ascend Money becomes Thailand’s first fintech unicorn with $150m fundraise
Thai fintech plans to boost financial inclusion efforts in Southeast Asia.
PrimaryBid names City veteran Donald Brydon as first chair
Brydon will step down as chairman of financial software company Sage on 30 September.
Marcus chairman Harit Talwar set to retire in October
Talwar leaves his role after six years and the launch of his consumer project.
Challenger bank Mox appoints former ING exec Barbaros Uygun as CEO
Current CEO Deniz Güven will step down with effect from 27 September.
Aussie BNPL firm Zip targets Indian expansion with ZestMoney investment
The investment underlines Zip’s strategy to capitalise on the high-growth Indian BNPL market.
Exclusive: Santander’s PagoNxt to discontinue PagoFX app to refocus on trade services
Users will no longer be able to use the service to send payments after 30 November.
Fintech funding deals globally 20 September – 26 September 2021
Featuring Sorare, MarketFinance, Dapper Labs, Airwallex and TrueLayer.
