The financial services landscape is undergoing a seismic shift. As traditional bank branches close and digital banking adoption accelerates, financial institutions must adapt their approach to customer engagement. One strategy leading this transformation is Social Media Selling in Finance—a modern method that leverages digital platforms to attract, connect with, and retain customers in meaningful ways….

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In today’s fast-paced world, the saying “money isn’t everything” resonates more than ever. As financial priorities evolve, a new perspective is gaining momentum—Financial Health Beyond Wealth. While banks and financial institutions have long focused on managing and safeguarding assets, they’re now stepping into more nuanced and human-centered roles. Money remains a critical foundation, but in…

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The banking industry is undergoing a seismic shift—one that many traditional banks are either overlooking or resisting. For decades, business banking thrived on relationship-driven models, where commercial clients relied on banks for financial accounts, loans, and merchant services. But that model is rapidly unraveling due to the rise of embedded finance in small business banking….

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The Acquire or Be Acquired (AOBA) conference provides a crucial lens into the evolving priorities of the banking industry. This year, the discussions went beyond traditional M&A strategies, highlighting the increasing importance of banking balance sheet strategy, technology integration, and the mounting pressures on profitability. As banks navigate 2024, the ability to manage interest rate…

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Artificial intelligence (AI) is revolutionizing the financial industry, transforming everything from customer service to investment strategies. AI in financial services is driving innovation, enabling companies to offer personalized solutions, streamline operations, and enhance decision-making. As businesses race to integrate AI into their offerings, they must also navigate challenges related to risk, ethics, and consumer impact….

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The fintech ecosystem is undergoing a significant shift as overfunded startups struggle to achieve product-market fit and sustainable revenue streams. With mounting pressure, many are seeking “soft landings” through acquisitions by banks. However, the Bank-Fintech M&A Strategy is fraught with complexities, from regulatory hurdles to cultural misalignment, limiting the volume of successful deals. A recent…

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