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Customer centricity rules

Customer centricity rules

Even where budgets otherwise stagnate, companies spend on this. But employees need training to optimize tech efforts
How do you garner millennials' business and their services as employees? “Millennials need to feel the love,” said Cam Marston, generational expert during BAI's Retail Delivery event.

“Adultolesence” and more millennial foibles

BAI Retail Delivery coverage: Attracting and retaining them as employees and customers means readjusting your attitudes
Digital bank’s goal: “My best friend”

Digital bank’s goal: “My best friend”

Tech-savvy customers crave “financial well-being” hug
Bank tech trends can make your head spin. So each week longtime Tech Exchange Editor John Ginovsky does his best to “make sense of it all.”

Selfie Generation overtakes Me Generation

Millennials are different—so adapt, already
This is the third in a four-part viewpoints series by CCG Catalyst's Paul Schaus regarding banks versus fintech players.

Why humans should worry about robo-advisors

Part 3: Millennials love automated advice, so traditional wealth managers must react to robots’ gains
The British are ahead of us in many parts of retail banking, but they still like the various generations of their hefty pound coins.

Pounds and pence, as you like it

Chips, coins and “chips”: A Yank’s encounter with Her Majesty’s bank branches, payments, and currency
No matter where: Customers want new ways to pay

No matter where: Customers want new ways to pay

Take my money NOW!
Dude—Xers top boomers in affluent category

Dude—Xers top boomers in affluent category

Demographic shift signals need for new strategies
Why consumers bail on mobile

Why consumers bail on mobile

Nearly 1 in 4 don’t finish financial enrollments
Keeping reverse mortgages in compliance

Keeping reverse mortgages in compliance

Communication key, as CFPB attention raises stakes for often-misunderstood loans
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Dana Weinstein,
Head of Product at Tesser

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...