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Ron Shevlin

Conversational AI Is Critical for Financial Institutions’ Digital Transformation

Ignore what vendors say about ‘unlocking new levels of loyalty.’ There are three requirements driving the need for chatbots in banking. The pandemic of 2020 may have been bad for a lot of businesses, but it was certainly good to technology vendors providing chatbots—i.e., conversational AI (artificial intelligence)—to financial institutions (FIs).

10 Banking Channel Metrics That Have Dramatically Changed in 10 Years

It shouldn’t be hard to convince you that the banking industry has changed dramatically over the...

Show Me the Money: Banks and Credit Unions Need to Establish a Chief Revenue Officer Position

FIs’ renewed focus on revenue generation, vendor relationships and new product development is great...

Does Marketing Have a Seat at the Table in Your Bank or Credit Union?

Marketing needs to go beyond execution and make a more strategic contribution The title of a recent...

New Marketing Competencies for Community-Based FIs

Hey, community bank and credit union marketers: Imagine that you’re sitting in your office, and...

Peter Pan, Unicorns and the DDA Cost of Acquisition

Let’s play a Sesame Street game. Which of these things is not like the other (we’ll sing it for...