Customer Relationship ManagementFinancial Services

New Report Examines Dueling Priorities in Banking: Identity Verification and Customer Experience

Aite Group Assessment Highlights Melissa’s Approach to Verify Identity at Onboarding, Complementing Industry Mandate for Easy, Frictionless Banking Melissa, a leading provider of global contact data quality and identity verification solutions, today announced availability of “Identity Verification: Successful Strategies to Minimize False Positives and Risk,” a new report commissioned by …

Disruptive TechnologyFinancial Services

National Bank Insurance partners with Breathe Life to redefine the purchase of life insurance

MONTREAL–National Bank Insurance announces today a partnership with Breathe Life, a leading Canadian InsurTech specialized in developing direct online insurance distribution solutions. This alliance will accelerate the availability of more secure and frictionless life insurance products to consumers directly online. Designed by Breathe Life and offered via a network of …

Applied AICustomer Relationship ManagementFinancial Services

Mastercard signs on to use start-up’s engagement measurement solution

Cerebri AI Selected for Mastercard Start Path; Leverages Mastercard’s “Do It Together” Approach to Connect Top Startups with Banks and Merchants AUSTIN–Cerebri AI, the creator of the Cerebri Values™ system for enhanced customer experience, was one of 10 startups recently selected from a global pool of over 1,600 applicants to …

Financial ServicesIndustry News

Ratehub Acquires MoneySense

Canada’s leading personal finance brands team up to connect more Canadians with advice, tools, and insights for smarter financial decisions TORONTO–Ratehub Inc., which connects Canadians to the best financial products in the market, announced it has acquired MoneySense, one of Canada’s leading personal finance media brands, from Rogers Media. The …

AdvertisingFinancial Services

Manulife updates global brand, marking significant milestone in its business transformation

New brand includes refreshed logo and visual identity that underscores focus on simplifying the complex for customers TORONTO–Manulife has updated its global brand, complete with a refreshed logo and visual identity that represents the company’s transformation into a digital, customer-centric market leader. The updates reflect the company’s focus on simplifying …

Customer ServiceFinancial Services

Ipsos Announces Winners of 2018 Financial Service Excellence Awards

TORONTO–Ipsos announced the winners of its 2018 Financial Service Excellence Awards, an annual program that recognizes Canadian financial institutions for excellence in customer experience. This year was a year of change for the awards, which were formerly called the Ipsos Best Banking Awards. This re-branding accompanies changes made to the …

Canada PostFinancial Services

New report suggests a path to postal banking in Canada

MPs to vote on motion to study postal banking next week OTTAWA–A new research report shows how Canadians would benefit from banking and financial services at the post office, and how these services would revitalize Canada Post. The report, “It’s Time for a Postal Bank for Everyone” was prepared by …

Financial ServicesIndustry NewsIntegrated PaymentsMobile Marketing

RBC first bank in Canada to enable bill payments using Siri

New capabilities also include the launch of seamless P2P transfers within iMessage, further strengthening RBC’s award-winning mobile banking app TORONTO — Who doesn’t wish they had an assistant to pay their bills? Thanks to an update to the RBC Mobile app, Royal Bank of Canada (RBC) personal banking clients are …

Disruptive TechnologyFinancial Services

Anticipating client needs through optimization analytics

The financial industry sets an example of how to utilize optimization solutions to enhance customer experience and exceed business goals   For years, companies have been working to deploy and optimize sophisticated analytics to better anticipate and accommodate their customers’ needs. In the past, analytics have served a vital role …

Financial ServicesIndustry NewsUncategorized

Mobile banking on the rise in Canada while satisfaction with personal service drops: J.D. Power Finds

RBC Royal Bank ranks highest among Big 5 Banks; Tangerine ranks highest among midsize banks TORONTO — Canadian retail banks have continued to assert their leadership in mobile banking, showing steady increases in mobile adoption and mobile customer satisfaction, but is that focus coming at the expense of other banking channels? Mobile …