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CRM data sharing in marketing channels crucial
Core systems seen as biggest barrier to customer centricity
Regardless of generation, people want it all from their banks. Sometimes Gramps is more daring
But potential TRID delays demand communication up front—and especially digitally, for millennials
That’s how to serve millennials, surveys say
Looking at assumption that opening accounts via web will lock in tomorrow’s customer today
Banks turn to digital tools, gamification to teach and encourage savings
Mobile payments still waiting to catch on
“CX” checkmates everything for business success
Affluent middle class demands bank recognition
Page 52 of 70

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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...