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Tokenization

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
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
Which factor ranks in your bank's sales program, a transaction orientation or a relationshiip orientation?

Weighing your options for cross-selling

Wells Fargo scandal demands a fresh look at how you pay for sales
The bureau's final rule on prepaid cards may influence which programs survive into the future, warns an industry group.

CFPB hits prepaid card accounts hard

Final rule on prepaid and mobile commerce requires many protections required for traditional products
S&P Global Market Intelligence, formerly S&P Capital IQ and SNL, is the premier provider of breaking news, financial data, and expert analysis on business sectors critical to the global economy. This article originally appeared on the SNL subscriber side of S&P Global's website.

Valley of consumer gripes

Looking for Wells Fargo-like risks in CFPB's complaint database
Increasingly the smart device defines the consumer retail experience, from shopping remotely to shopping in stores—and, by the way, paying for it all.

M-commerce transforming retail point of sale

Lines blur between shopping and payment channels as America goes increasingly mobile
"Clothespin," for consumers who use laundromats and commercial laundromats, makes the experience more convenient. That's a sample of how Mastercard's APIs help developers come up with helpful apps.

Why not a laundry app?

Mastercard introduces easy integration with payments services for developers
If you're not getting all thumbs up, here are some concepts to help turn thumbs to "up."

What impression does your bank make?

How banks do with customers ranks higher—less branch traffic makes each visit count
Would you trust your finances to a bot yet?

Financial services aren’t tacos

“Bot bankers”: Not quite ready for prime time
Stop selling like you're in the shoe business. Bankers' stock-in-trade is service, and remembering that gets the customer relationship off on the right foot.

Banks sell services—not products

And in light of the Wells Fargo affair, that’s critical to understand
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WEBINAR:
Your Deposits Are Going Digital

Thursday, October 8, 2026 1:00 pm – 2:00 pm ET

What community and regional banks need to understand about tokenized deposits, stablecoins, and the regulatory framework taking shape right now.

REGISTER NOW!

SPEAKER

Dana Weinstein
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...