Mortgage Tech Stack Guide

With so much new technology coming to market every week, it can be difficult keeping up with it all. When you’re busy running your mortgage brokerage and serving your clients, rolling out a new piece of software to your internal team is probably the last thing on your mind. But understanding which tools can help … Continued

How To Mitigate Cybersecurity Risks At Your Insurance Agency

The insurance industry helps protect people and businesses from financial loss, making it an important part of the economy. This also means that insurance agencies must take cybersecurity threats seriously and develop a comprehensive plan to mitigate risk. After all, it’s not just your company that’s at stake; it’s also your customers’ sensitive data and … Continued

Easy Ways to Build an Environmentally Sustainable Insurance Agency

The Millennial and Gen Z generations are more likely to do business with a company that shows concern for the environment. According to a recent survey, 75% of GenZ and 71% of Millennials say they prefer to buy sustainably rather than to go for brand names. In fact, the same survey found that 28% of … Continued

3 Ways to Simplify Your Bank Operations to Improve Your Efficiency Ratio

For financial institutions, success often grows from a delicate balance of maintaining efficient business operations while cultivating customer growth and satisfaction. If your goal is to scale your bank, you may think you need to increase your in-house operations by offering more products, investing in more printers, and hiring more back-office staff. This could not … Continued

No CRM? No Problem! 3 Reports To Automate And Share With Your Marketing Team

CRMs are amazing, but not every financial services company has the budget for a Customer Relationship Management System. CRMs can provide up-to-date information and customer reports to all relevant internal parties: management, marketing, retail banking, commercial, wealth management, and even risk management and audit. But CRMs can also be expensive, especially if you are considering … Continued

A Case for Chatbots in Banking

As technology continues to develop, banks are faced with tough decisions about what to try and which digital software to leave behind, particularly when it comes to customer-facing support. The use of chatbots has risen dramatically in recent years, particularly since the start of the COVID-19 pandemic, and can have a positive impact on both … Continued

4 Tips to Help Banks Minimize Compliance Risk

In our everchanging environment—one in which technology, product strategy, regulatory changes, and even accessibility bring forth a cacophony of alarm bells, emails, and texts resulting in shifts in direction—bank compliance remains paramount above all other guidelines. And that’s only how we see things: consumers are focused on privacy and preventing identity theft, especially when it … Continued