Tool & Tips for Financial Institutions.

Mobile money, the future for African countries

Mobile money has the potential to cut the number of unbanked individuals by more than a third. According to Mastercard, more than 600 million people today have a mobile phone but not a bank account. When no banking services or financial products are available, people turn to informal providers without any legal protection and spending […]

Latest Posts

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How to increase your customers profitability

There are three concepts that are very popular across the sales environment. “Up selling”, “cross selling” and “cycle selling”. This means offering adds on the customers current products, offer them different products and renew the old ones that are about to expire or offering new products. If a financial institution is able to use its […]

Several users connected in a big network

Two factors you were not considering to retain the clients of your financial institution

What do financial institutions really need to have to retain and attract new customers? This question might have came up in several financial institutions´ board meetings and for sure there were several different answers too. Customer service, best rates, products, fraud and theft safety or transparency probably are the first ones that pop into your […]

Millennial woman using her smartphone with social icons floating

Financial institutions & millennials: a tough but profitable relationship ?⚡❤

Millennials no longer go to the video store to rent a movie, they want to use services and access products from anywhere. It is the generation with more people today. In 2025 they will represent 75% of the global workforce and it is estimated that their decade of greatest spending will be in 2020. Expecting Millennials […]

Three young men talking about business and a whiteboard in the back full of post its

Financial institutions for Millennials… and not so Millennials [Complete Guide]

Everyone talks about Millennials. If you type millennials on Google Searches, the search suggestions represent what most people think about them. Also, Memes usually intend to make fun about this generation and their habits. However,  deeper analysis of Millennials, their habits, and  influence upon others is necessary for financial institutions, in order to conquer millennials, […]

Man using his smartphone

What role will bots play in the financial sector?

A bot is a software that by using Artificial Intelligence can automatically answer to queries made by users. Although this is not massified on the industry yet, some banking institutions are already using this technology. According to Gartner, by 2020, 85% of transactions between brands and consumers will be through chatbots. Today bots’ most common […]

Old woman with a cellphone on one hand and money on the other

Financial Inclusion & Digital Platforms

Financial Inclusion is undoubtedly one of the most important milestones that must still be attained for sustainable growth of the world population, since it doesn’t only close the gap between the rich and poor, but also because access to the formal financial system allows for proper integration of the different actors in a country’s socio-economic […]

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