Moderator: Christine Barry, Research Director, Aite Group
Success in the competitive cash management space is no longer about functionality but rather platform flexibility and customer experience. Customer journeys must be personalized and data-driven with tools and insights that leverage machine learning and analytics. Bank experiences must also extend outside of just the bank portal to include tight integration with fintech partners and bank-like capabilities within a customer’s external treasury management or ERP system. This lively panel discussion will explore the ways bank strategies must continue to evolve, best practices around customer experience and data delivery, and use cases for APIs that make banks stand out from their peers.