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MX

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  • How to Increase Financial Awareness
    How to Increase Financial Awareness
    Nate Gardner, Chief Customer Officer at MX Recorded: Jan 10 2019 48 mins
    Financial stress can drastically impact employees’ wellbeing and work performance. In fact, a recent report revealed that 60% of employees facing financial issues were unable to focus during work. Financial institutions are well positioned to help employees manage their finances more effectively with the right education, tools, and guidance.

    When employees are financially stronger, they become advocates that can help your members make well-informed decisions about their financial goals. Strengthening your members’ financial literacy, strengthens your credit union as a whole.
  • Why Member Advocacy Matters: Make an Impact Now
    Why Member Advocacy Matters: Make an Impact Now
    Jane Barratt, Chief Advocacy Officer at MX Recorded: Dec 18 2018 52 mins
    Data-driven member advocacy is the new standard for success. In this webinar you'll learn how data can help you become member-obsessed, what steps to take to maximize your member advocacy, and why there's no better time than right now to pivot your business model to be data first.
  • The Importance of Data Quality in the Digital Age
    The Importance of Data Quality in the Digital Age
    Mike Bates Recorded: Dec 12 2018 37 mins
    At MX, we set the bar for data cleansing and classification higher than anyone else on the market—because 50% cleansed data is simply not good enough. We help fintech innovators act on their data quickly, so they can spend less time cleansing transactions and more time executing on strategic initiatives.


    Join Mike Bates, Product Manager at MX for our webinar The Importance of Data Quality in the Digital Age on Thursday, December 12th at 1:00 PM EST.

    In this webinar you’ll learn what high-quality data makes possible:
    Understand your customers’ expenses and their type of debt to income ratio
    Provide customers with recommendations based on their behavioral patterns
    Increase engagement and boost adoption with relevant digital experiences across platforms and devices

    The quality of your data is directly related to the success of your business. When your data is properly cleansed and accurately classified, you’ll power better user experience, insights, and data analytics.
  • The ROI of Advocacy: Why financial institutions need to put customers first
    The ROI of Advocacy: Why financial institutions need to put customers first
    Jane Barratt, Ryan Smith Recorded: Dec 6 2018 40 mins
    Traditionally, the financial industry has been primarily focused on shareholders’ wealth over consumer advocacy. Today, we’re seeing a shift in the financial industry—well-funded startups and big tech innovators are winning consumers’ hearts by using data to promote advocacy and deliver better experiences. Overall, there are two main trends that are driving change: increase consumer choice and decrease in friction to change. To become an innovator in the space and disrupt the norm, financial institutions must shift to a data-driven mindset—inherently focusing on consumer obsession and putting the customer first.

    In this webinar we’ll discuss:

    Why customer advocacy matters now more than ever before
    How data helps financial institutions drive customer advocacy
    How financial institutions’ focus on customers drives higher ROI
  • Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    James Dotter Recorded: Oct 30 2018 30 mins
    You’re sitting on a goldmine of data—it’s time to convert it into ROI.

    Join James Dotter, CFO at MX and Howie Wu. Head of Consumer Digital Banking Strategy at First Republic Bank for our webinar: Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019? on October 30, 2018 at 1:00 p.m. EST to learn how you can turn your goldmine of data into profit. In this 45 minute webinar you’ll gain three main valuable insights:

    - How you stack up in your peer group among 1400 financial institutions
    - How to transform your financial institution into a data-driven organization
    - How to identify consumer trends and become an innovator in the marketplace

    Business as usual will be anything but in 2019—so if you’re planning on growth in the next year, you need a data-driven strategy. With unprecedented choice and virtually no friction, your customers can easily switch to data-savvy competitors or big tech solutions for their banking needs. Leverage all the insights you’ve gained by acquiring customers to become the primary financial institution.

    Financial institutions that effectively use data will increase revenue, reduce cost, and deliver truly amazing customer experiences—winning new business and driving growth.
  • Data is the Answer: Will You Be the Disrupter or the Disrupted?
    Data is the Answer: Will You Be the Disrupter or the Disrupted?
    Jim Marous, Don MacDonald Recorded: Oct 25 2018 60 mins
    To become an innovator in banking and disrupt the status quo, financial institutions must shift to a data-driven mindset, with a relentless focus on putting the customer first.
  • Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019?
    James Dotter Recorded: Oct 25 2018 30 mins
    How are Amazon, Apple, and Google winning consumers’ hearts and minds? With data.

    Join James Dotter, CFO at MX and Howie Wu, Head of Consumer Digital Banking Strategy at First Republic Bank for our webinar: Data Is the Answer: Will You Be the Disruptor or Disrupted in 2019? on October 25, 2018 at 1:00 p.m. EST to learn how you can turn your goldmine of data into profit. In this 45 minute webinar you’ll gain three main valuable insights:

    - How you stack up in your peer group among 1400 financial institutions
    - How to transform your financial institution into a data-driven organization
    - How to identify consumer trends and become an innovator in the marketplace.

    Small and medium-size financial institutions are under attack by big tech companies and large financial institutions. Data-driven, consumer advocacy is how the big players are winning the customer engagement game—and how you can too.

    With unprecedented choice and virtually no friction, your customers can easily switch to data-savvy competitors or big tech solutions for their banking needs. It’s time to leverage all the insights you’ve gained by acquiring customers to become the primary financial institution.

    Financial institutions that effectively use data will increase revenue, reduce cost, and deliver truly amazing customer experiences—winning new business and driving growth.
  • Data-Driven Banking: Opportunities and Challenges
    Data-Driven Banking: Opportunities and Challenges
    Jane Barratt (MX) & Marianna Rossell (BrightTALK) Recorded: Oct 23 2018 31 mins
    Data is an integral part of the Financial Services industry and players who have shown their prowess in being data-driven are ahead of the pack. Join this interview where Jane Barratt, Chief Customer Advocacy Officer for MX discusses:

    -Banking hasn’t historically been as involved in the financial wellness and sustainability aspect that’s trending now. What’s driving that change?
    -What effect has the smartphone had on banking -- any effect that is maybe less visible
    -Other than regulation, why do you think the financial industry has been slower to move to a data-driven strategy than other consumer industries
    -Where do you see the industry in 3-5 years?
    -What difference is the younger generation having on banking as consumers/employees?
    -How can government help consumers with better financial management?
  • Digital Transformation in Financial Services
    Digital Transformation in Financial Services
    Bruce Parker (Modo), Rick Striano (Deutsche Bank), Keith Briscoe (Ethoca), Jane Barratt (MX) Recorded: Oct 22 2018 52 mins
    From the adoption of emerging technologies like AI, blockchain, and disrupting legacy systems, the Financial Institutions are making investments to become more digital for both their customers and the organizations themselves.

    Join this live panel streamed from Money20/20 Vegas where our speakers will discuss:
    -Are banks ready for digital transformation?
    -Best practices for using data to deliver a better customer experience, cut costs, and implement strategies in a timely manner
    -The API revolution
    -Overcoming challenges with legacy systems
    -Adopting emerging technologies for a more holistic offering

    About the Presenters-
    Keith Briscoe leads Ethoca’s global product and marketing functions, a role spanning the development of Ethoca’s suite of collaboration-based fraud/chargeback mitigation and transaction acceptance solutions, as well as integrated marketing programs. His mandate includes product strategy and management, new product innovation, competitive analysis, experiential marketing, integrated marketing campaigns, public relations, analyst relations, content strategy and stakeholder communications. Keith has more than 20 years of experience in the payments and fraud industry.
  • Utilizing AI to Grow: Smart Banking Starts with Clean Data
    Utilizing AI to Grow: Smart Banking Starts with Clean Data
    John Schulte and Keith Armstrong Recorded: Aug 14 2018 44 mins
    Consumers’ expectations for simplicity and convenience is at an all time high. To meet these growing demands, financial institutions must embrace AI-driven messaging applications and voice-activated devices. And it all starts with clean data. Without clean data, chatbots can’t answer basic questions and AI is anything but intelligent. Leverage the learnings from Mercantile Bank of Michigan to find out how your financial institution can use AI-driven technology to successfully drive customer engagement and loyalty.

    Join Keith Armstrong and John Schulte to find out how they use AI technology to increase engagement and reach new customers.

    In this 60-minute webinar, you’ll gain 3 main insights:
    - How to evaluate your organizational readiness
    - how to select the right digital channel to start with
    - How to drive adoption through product marketing

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