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Guide
The Anti-Manual Manual: The Banker's Guide to Automation Intelligence
Wednesday, April 3, 2024 Kinective If you're reading this, you've probably felt personally affected by laborious, cost-prohibitive processes. Whether in your own branch and digital workflows or seeing the impact on your client experience, manually completing tasks can have a costly impact on every point of the client experience.
White Paper
Attracting and Empowering the Next Generation of Wealth Stewards
Tuesday, February 20, 2024 Franklin Madison Creating generational wealth involves more than just the passing on of financial assets. It’s about nurturing a legacy and preparing the next generation to manage and grow that wealth responsibly. Financial institutions play a pivotal role in guiding and supporting this journey for their consumers, paving the way for a smooth transition and sustained success across generations.
White Paper
Why Your Consumers Deserve a Combo! Offering Both AD&D and Life Insurance
Wednesday, January 17, 2024 Franklin Madison In a world full of uncertainties, helping consumers safeguard their financial future for themselves and their loved ones is no small feat. Accidental Death and Dismemberment (AD&D) insurance and Life Insurance are two powerful tools that can help provide peace of mind in the face of life’s unpredictability.
White Paper
Top 10 Things We've Learned About Marketing Results in 2023
Monday, December 11, 2023 Franklin Madison We asked our smarter marketing experts about their top learnings this year. Here is what they said...
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