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Do’s and Don’ts when selling financial services

Do’s and Don’ts when selling financial services

Reassessing the process in light of Wells Fargo mess
Jeff Gerrish says that ultimately the way to stay out of trouble is to remember what you want your community bank to stand for.

5 Wells lessons for community banks

Some real-life observations on what can go wrong
Obvious and mediocre won’t be found here—but “Why didn’t I think of that?” will! Challenging the banking status quo is Dan Fisher’s personal mission.

What's in your contract about mobile?

“Blurging” of customer lifestyles and mobiles carries implications
Big banks to face tighter cyber expectations

Big banks to face tighter cyber expectations

“Sector-critical” entities would have tighter regulatory controls under new proposal
Bank tech trends can make your head spin. So regularly longtime Tech Exchange Editor John Ginovsky does his best to “make sense of it all.”

All customers are always right—right?

Enlisting your digital helpers can make this reality
CapGemini study advises that banks try out the technology as they can, but also put aside hype and use it for applications that really make sense.

Smart contracts in your future?

Blockchain application holds promise for banks of all sizes
Financial innovation follows a similar path to traditional inventing, according to innovation chief Dominic Venturo.

Getting inventive in a bank

U.S. Bank innovation chief’s agenda includes everything from mobile enhancements to blockchain’s future
Millennials increasingly represent a focus for business bankers too. They like the experience retail bankers and nonbank providers give them—and expect it for their companies too.

Business banking à la millennial

Huge commercial banking segment wants seamless, digital service
With a nod to pop music, veteran John Byrne’s blog scans the anti-laundering and anti-terrorism world. John pierces silliness and inconsistency, and strongly believes in private-public partnership.

De-risking debate: new momentum toward inclusion?

“You don’t need a weatherman to know which way the wind blows”*
"There’s really not much that indicates we’ve learned anything new over the last several cycles,” says veteran lender and CEO Ed O’Leary. Each week in his blog he strives to fix that.

Selling and banking can’t be strangers

One scandal does not a game changer make
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Dana Weinstein,
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Dana Weinstein is Head of Product at Tesser, bringing eight years of experience building payments products across US domestic and cross-border rails.

She launched Visa Direct Payouts, architecting a payout capability that now reaches 11 billion endpoints across cards, accounts, and digital wallets...