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Data: The Key to Delighting Financial Customers

Come join the conversation with Don MacDonald and Jim Marous as they discuss the Digital Banking Report and the rich information it provides on how to survive in the data age.

It’s all but a foregone conclusion that financial institutions need to make the transformation to digital. In fact, many have already made huge strides and have become digital-first. But, once you’ve made the transformation, there’s a huge difference between having and using data.
Recorded Jun 26 2018 54 mins
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Presented by
Jim Marous from Financial Brand and Don MacDonald from MX
Presentation preview: Data: The Key to Delighting Financial Customers

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MX

  • Financial Industry Trends: The Impact of Data in the Digital Age Jul 18 2019 7:00 pm UTC 45 mins
    Ron Shevlin, Managing Director of Research at Cornerstone Advisors
    With consumers in the driver seat of their financial lives, a data-driven strategy is a requisite for continued success. Join Ron Shevlin, Managing Director of Research at Cornerstone Advisors, for our webinar Financial Industry Trends: The Impact of Data in the Digital Age on Thursday, July 18 at 12PM PT where he’ll discuss the three main data trends that will impact the financial industry in the next 10 to 15 years. He’ll also share insights into what it will take to remain competitive in the digital age.


    In this webinar, you’ll learn about the 3 big data trends in the financial industry:

    - The assimilation of AI: AI is going to become an indispensable component of systems and tools
    - Platformification of analytics: analytics capabilities will be provided as a service by open platforms
    - The importance of financial health: financial health will emerge as the key factor to distinguishing how financial institutions compete
  • Financial Industry Trends: The Impact of Data in the Digital Age Recorded: Jul 9 2019 50 mins
    Ron Shevlin, Managing Director of Research at Cornerstone Advisors
    In this webinar, you’ll learn about the 3 big data trends in the financial industry:

    - The assimilation of AI: AI is going to become an indispensable component of systems and tools
    - Platformification of analytics: analytics capabilities will be provided as a service by open platforms
    - The importance of financial health: financial health will emerge as the key factor to distinguishing how financial institutions compete
  • Empowering Your Marketing By Improving People’s Financial Lives Recorded: Jun 20 2019 48 mins
    Jane Barratt, MX Chief Advocacy Officer
    People’s expectations have dramatically changed, but many organizations haven’t. To successfully reach and engage with customers, financial institutions could consider incorporating data-driven wellness initiatives in their marketing efforts.

    Join, Jane Barratt, Chief Advocacy Officer at MX to see how changing the conversation from selling customers to identifying and meeting needs can be a crucial differentiator in a competitive landscape.

    In this webinar you’ll learn:

    - How the financial landscape is fundamentally changing and what you can do to stay competitive
    - How financial wellness and customer advocacy increase share of wallet
    -How to effectively implement a data-driven advocacy program in your organization
  • The State of Aggregation: An Open Banking Conversation Recorded: May 30 2019 46 mins
    Nate Caldwell, Product Manager at MX
    Data aggregation is significantly changing the way financial institutions use and share customer information. And with Open Banking quickly gaining ground in the financial industry, it’s now more important than ever before to be part of the conversation.

    Today’s consumers want to manage their accounts in one place—with convenience and ease. And with the right type of partner, you can serve your customers’ needs securely, without ever compromising their financial information. Join Nate Caldwell, Product Manager at MX, for this timely conversation.

    In this webinar you’ll learn:
    - The significance of data quality when it comes to creating a seamless customer experience
    - What the current state of aggregation is, and how the way people connect to their financial data is changing
    - The importance of data aggregation and the primary benefits to both you and your customers
  • How to Power Your Digital Strategy with New Technologies Recorded: Apr 4 2019 35 mins
    Justin Martin, Product General Manager for Mobile at MX
    The financial industry is going through a digital transformation that will fundamentally redefine the way financial institutions connect with existing customers and reach new users. Today, consumers’ expectations for simplicity and convenience is at an all time high. To meet their growing demands, financial institutions must strengthen their digital strategy with new technologies—from chatbots to machine learning—powered by clean data.

    Join Justin Martin, Product General Manager for Mobile at MX, to learn how you can leverage technology, powered by clean data, to drive digital initiatives that lead to higher engagement.

    In this webinar you’ll gain three main insights:
    - How a lower barrier to entry in the financial industry is causing less friction and more choice for consumers
    - How you can attract younger demographics and build loyalty along the way
    - How incorporating new technologies into your digital strategy increases engagement and boosts retention
  • Don't Let Apple Take a Bite Out of You: Compete Against Big Tech Recorded: Mar 29 2019 39 mins
    Don MacDonald CMO at MX & Ivan Hurtt Product at MX
    Join Don MacDonald CMO, MX and Ivan Hurtt Product, MX for our webinar "Don’t Let Apple Take a Bite Out of You: Compete Against Big Tech" this Friday, March 29, 2019.

    Learn how you can leverage your data to create a truly exceptional customer experience and compete effectively against the big tech giants.

    In this webinar we’ll discuss the elements of a winning strategy:

    - Understand how Apple’s user experience drives their competitive advantage
    - How MX helps you use your data to create a world class customer experience
    - How to achieve a time-to-market advantage with MX
  • A Data-Driven Approach to Really Knowing Your Customers Recorded: Mar 7 2019 39 mins
    Dan Ries, Product Manager at MX
    Most financial institutions have siloed customer data all across their organization—making it hard to access and nearly impossible to act on.

    Join Dan Ries, Product Manager at MX, for our webinar: A Data-Driven Approach to Really Knowing Your Customers on Thursday, March 7th at 1:00 P.M. EST to learn how you can leverage your data to strengthen engagement with customers, boost adoption among new users, and drastically increase ROA.

    In this 45 minute webinar you’ll learn how you can:

    Place the right offer in front of the right account holders at the right time

    Create segments, deploy adaptive offers, and start tracking campaigns instantly

    Breakdown data into visual formats so you can discover and act on new opportunities faster

    With unprecedented choice and virtually no friction, consumers can easily switch to data-savvy competitors or big tech companies for their financial needs. Financial institutions that effectively use data to increase revenue, reduce cost, and deliver truly amazing customer experiences will win new customers and drive ROA.
  • How to Increase Financial Awareness Recorded: Jan 10 2019 48 mins
    Nate Gardner, Chief Customer Officer at MX
    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 Recorded: Dec 18 2018 52 mins
    Jane Barratt, Chief Advocacy Officer at MX
    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 Recorded: Dec 12 2018 37 mins
    Mike Bates
    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 Recorded: Dec 6 2018 40 mins
    Jane Barratt, Ryan Smith
    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? Recorded: Oct 30 2018 30 mins
    James Dotter
    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? Recorded: Oct 25 2018 60 mins
    Jim Marous, Don MacDonald
    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? Recorded: Oct 25 2018 30 mins
    James Dotter
    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 Recorded: Oct 23 2018 31 mins
    Jane Barratt (MX) & Marianna Rossell (BrightTALK)
    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 Recorded: Oct 22 2018 52 mins
    Bruce Parker (Modo), Rick Striano (Deutsche Bank), Keith Briscoe (Ethoca), Jane Barratt (MX)
    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 Recorded: Aug 14 2018 44 mins
    John Schulte and Keith Armstrong
    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
  • Realizing the ROI of Big Data and AI in Banking: The Foundational Steps Recorded: Jul 19 2018 42 mins
    James Dotter, Chief Financial Officer, at MX
    In a changing world where 50% of home loans and 38% of auto loans are provided by a non-FI, how do you compete? The answer lies in how you collect, analyze and act on data. James will walk you through how to lay the foundation for an AI-driven approach to big data.

    What You’ll Learn:

    - Why data-driven financial institutions get better results
    - How to build a foundation for a data-first approach
    - How and when to use AI and Machine Learning in your financial institution

    About the presenter:

    James Dotter, Chief Financial Officer at MX, brings more than 16 years of management experience and financial expertise with industry-leading, billion-dollar technology companies. Previous to joining the MX team, Dotter managed finance and operations at InsideSales.com, one of the fastest growing tech companies in the US. He led InsideSales.com through five years of more than 100 percent revenue growth, directed talent acquisition of more than 100 employees per quarter, and raised more than $140 million in private equity financing, while building and maintaining strategic partnerships.
  • Data: The Key to Delighting Financial Customers Recorded: Jun 26 2018 54 mins
    Jim Marous from Financial Brand and Don MacDonald from MX
    Come join the conversation with Don MacDonald and Jim Marous as they discuss the Digital Banking Report and the rich information it provides on how to survive in the data age.

    It’s all but a foregone conclusion that financial institutions need to make the transformation to digital. In fact, many have already made huge strides and have become digital-first. But, once you’ve made the transformation, there’s a huge difference between having and using data.
  • How Data Helps Online Banking Providers Recorded: May 8 2018 31 mins
    Don Parker, EVP of Partnerships at MX
    Online banking providers often serve as the financial hotspot for account holders today. So how can banks and credit unions join forces with these providers to make the most of the age of analytics?

    Don Parker, EVP of Partnerships at MX, tells what you need to know to bring these partnerships to a new level.
MX=Data
MX puts a user’s data on center stage, molding it into a cohesive, intelligible, and interactive visualization. As a result, users engage more often and more deeply with your digital banking products.

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  • Live at: Jun 26 2018 5:00 pm
  • Presented by: Jim Marous from Financial Brand and Don MacDonald from MX
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