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Banking CX: Keep Calm and Bank On

Featured Startups, Marketing & Sales

No one visits a banking site for entertainment. Users are either there to make sure nothing bad has happened or that bad thing already occured and they need help fast. It's a digital banking fact:...

Investing UX: Scalable Capital’s Time Machine

Featured Startups, Investing, Marketing & Sales

Generally, I'm against cute financial product names. Does adding "Blue Ribbon" to your checking account really help it sell better? Or does it just add a layer of noise, costing you lost business in...

Crowdfunding Portals at Banks & Credit Unions

Crowdfunding, Featured Startups, Investing, Marketing & Sales, New Products

In the United States, equity or debt crowdfunding, especially to non-accredited investors, is still just a sliver of overall private-company fundraising. In its first full year (2017), so-called Reg...

Catch Your Banking Customers Doing Something Right

Featured Startups, Marketing & Sales

Good leaders, parents and pet owners frequently praise their charges when they are doing things right (even if it was by accident!). We animals love the praise and over time change our behavior for...

Too Big to Care? The CX Weakness of the Big Banks

Featured Startups, UX Analysis

The latest CX rankings are in from Forrester and 10 of the 28 banks they reviewed finished with scores in the Good range and 18 were rated OK. No one achieved an Excellent score, but also no one...

Why Does Google Provide Snippet Answers for Subjective Questions?

Featured Startups, UX Analysis

For several years Google has provided direct answers to straight-forward questions such as, "What time is the World Cup." While that killed traffic to the many sites happy to provide the answer...

Marketing UX: Key Bank’s $100 Checking Promotion Landing Page

Featured Startups, Marketing & Sales, UX Analysis

After I visited Key Bank's website Wednesday, I've been a target of the bank's retargeting campaign. Here's one version displayed on eBay today (there is also a $200 version for Express...

The UX at Crowdfunding Platforms

Crowdfunding, Featured Startups, Investing, UX Analysis

I've long been a fan of crowdfunding, Really, who wouldn't be? On paper it's the perfect culmination of digital finance. Take one budding entrepreneur. Connect her to capital. Change the world....