White Paper Archives

Next Generation Banking: How to Better Serve the Unbanked and Underbanked

Unexpected expenses happen to everyone. But for unbanked and underbanked consumers, their options for dealing with them are limited. How can banks and credit unions provide opportunities for this segment to achieve greater financial wellness?

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Customer Experience

Next Generation Banking: Why Customer Journeys Matter

If customers view their bank as a transactional relationship only, what will stop them from shopping the competition and leaving for something new or different? Find out how banks can use customer journeys to build relationships.

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Credit Unions

Reclaiming Share: How Credit Unions Can Change the Game

Generation X and Millenials have begun choosing big banks over credit unions in big numbers. Read more about this trend and how it can be reversed.

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Regulatory & Compliance

Design and Distribution Obligations: Regulatory Requirements With an Upside

By October of 2021, Australian financial institutions will need to comply with ASIC's new Design and Distribution Obligations (DDO). A key component of DDO is ensuring customers remain eligible and suitable for the full duration of their use of a financial product. Learn how to turn complying with this new regulation into a customer experience opportunity.

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Relationship Pricing

Using Data to Architect the Customer-Centric Bank of Tomorrow

Customer expectations are set based on everyday experiences that are personalized, relevant and timely. Think Amazon and Netfllix. Zafin's platform helps banks stay ahead of customer expectations by making cross-product, relationship-based products, packages, offers and experiences easy.

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Community Banking

Community Banking in a Post-Covid World

Community banks are navigating a new world because of COVID. Customers have moved to using digital channels over in-person visits. How can community banks stay relevant to customers they don't see? Retain relationships? Attract more of their business? Read more...