Will your Bank evolve into an “Advisory bank” or into a “Commodity bank”?

In banking, it is essential for the bankers and sales representatives that they understand their clients. It is important in consumer banking, while it is essential in corporate and SME banking. The corporate sales people need to provide the right advises, they strive to understand the needs of their clients so they understand what sounds […]

DPFA - Digital Personal Financial Advisor

DPFA – Digital Personal Financial Adviser

DPFA – Digital Personal Financial Advisor provides financial and saving advices to clients, highly targeted offers from the bank & 3rd parties (bank group members, their corporate clients or other selected partners). Offers and advises are fully under the control of the bank and are client driven, based on clients’ needs, interest, context, historical and predicted future behavior. New Revenue […]