Articles
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2 weeks ago |
forbes.com | Jody Bhagat
Jody Bhagat: President of Americas at Personetics, a global leader in data-driven personalization & CE for financial institutions. The financial services industry has hit an inflection point. Banks currently face a moving target: As customers live more of their lives in digital channels, they expect the same level of personalization from their financial apps that they get from streaming services and e-commerce.
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2 months ago |
forbes.com | Jody Bhagat
Jody Bhagat: President of Americas at Personetics, a global leader in data-driven personalization & CE for financial institutions. Banking industry publications are awash in trends for 2025 from industry pundits. But it's more intriguing to look around the corner—a three-to-five-year horizon—to gauge preparedness for fundamental shifts in how banks integrate with customers' lives.
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Nov 6, 2024 |
cutimes.com | David Ritter |Patty Corkery |Cathie Mahon |Jody Bhagat
Credit/AdobeStock Increasingly, discussions at industry directors' conferences are gravitating towards the topic of mergers. Board members are curious about how their counterparts at other cooperatives are looking at mergers. The drastically changing competitive landscape has some boards doing a double take of their business model and wondering what it will take for their credit union to thrive, not just survive.
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Nov 5, 2024 |
cutimes.com | Cathie Mahon |Jody Bhagat |Ravi Srinivasan |Tim Blochowiak
Credit/AdobeStock On Nov. 1, Inclusiv and the Michigan Credit Union League (MCUL), convened credit union leaders from across Michigan to celebrate Inclusiv's $1.87 billion federal Greenhouse Gas Reduction Fund (GGRF) award for credit unions and begin the intensive work to design clean energy lending programs that will catapult low-income and disadvantaged communities' efforts to create green jobs and businesses, and reduce energy cost burdens residents face.
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Nov 4, 2024 |
cutimes.com | Jody Bhagat |Ravi Srinivasan |Tim Blochowiak |Radha Suvarna
The shift from PFM to Personal Financial Engagement enables CUs to partner with members to reach their goals. Credit/AdobeStock The financial services industry – particularly credit unions and community banks – are on the cusp of a major shift.
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