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From Big Banks to the Underbanked:
The FinTech Customer-Centric Model
#CXFinTech
Financial Technology (FinTech) Has a
50-Year History Which Most People
Don't Think About, But Use Everyday
#CXFinTech
What Exactly Is FinTech?
#CXFinTech
In 2016, FinTech was a "Disruptor,”
to Big Banks? Why?
#CXFinTech
In 2017, FinTech is a "Revolution.“
How Does It Impact Big Banks?
#CXFinTech
How Does FinTech Help Businesses
Make Better Deals as Compared to
Traditional Business Models?
#CXFinTech
How Does FinTech Provide Value
and Faster Service for Businesses?
#CXFinTech
Why Are Consumer-Facing
FinTech Services Quickly Gaining
Customers?
#CXFinTech
Start-Ups and Incumbents are
Targeting SMB's and the Middle-
Market Sector? Why?
#CXFinTech
Big Data Helped FinTech Access Data.
How Does AI Help?
#CXFinTech
What is Blockchain and How Does It
Come Into Play?
#CXFinTech
How is FinTech Catering to a
Globally Mobile Workforce in Retail
Banking? Foreign Exchange?
Investments?
#CXFinTech
Who Are the "Underbanked"?
How is FinTech Helping?
#CXFinTech
"73% of Millennials Would Rather
Learn About Financial Offerings from
Amazon, Google, Apple or PayPal and
Distrust Banks.”
- Millennial Disruption Index via
Scratch, January 2017
#CXFinTech
Harvard Business Review describes, 30
"elements of value" that meet four kinds of
need-functional, emotional, life changing,
and social impact-and that when optimally
combined, increase customer loyalty and
revenue growth." September 2016
#CXFinTech
FinTech Provides Functional,
Emotional, Life Changing and
Social Impact: The Customer
Centric Model
#CXFinTech
How Is FinTech Solving Social and
Economic Challenges?
#CXFinTech
How is FinTech Dealing with U.S.
Regulators Barriers Due to Security
Concerns?
#CXFinTech
Jack Welch said: "There are only
two true competitive advantages, the
ability to learn about our customers
faster than the competition, and the
ability to turn that learning into action
faster than the competition."
#CXFinTech
Communications, Marketing and PR
Specialists Must Keep Up with Fintech
Trends to Improve Your Businesses
and Gain a Competitive Edge
#CXFinTech
To learn more about FinTech communications, please contact:
Wendy Glavin, CEO of Wendy Glavin Agency
wendy@wendyglavin.com -or-
go to: www.wendyglavin.com
To learn more about FinTech solutions, please contact…
Jim Eckstein, CEO of TradeRocket at:
jeckstein@traderocket.com -or-
go to: www.traderocket.com

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FinTech: From Big Banks to the Underbanked and CX

  • 1.
  • 2. From Big Banks to the Underbanked: The FinTech Customer-Centric Model #CXFinTech
  • 3. Financial Technology (FinTech) Has a 50-Year History Which Most People Don't Think About, But Use Everyday #CXFinTech
  • 4. What Exactly Is FinTech? #CXFinTech
  • 5. In 2016, FinTech was a "Disruptor,” to Big Banks? Why? #CXFinTech
  • 6. In 2017, FinTech is a "Revolution.“ How Does It Impact Big Banks? #CXFinTech
  • 7. How Does FinTech Help Businesses Make Better Deals as Compared to Traditional Business Models? #CXFinTech
  • 8. How Does FinTech Provide Value and Faster Service for Businesses? #CXFinTech
  • 9. Why Are Consumer-Facing FinTech Services Quickly Gaining Customers? #CXFinTech
  • 10. Start-Ups and Incumbents are Targeting SMB's and the Middle- Market Sector? Why? #CXFinTech
  • 11. Big Data Helped FinTech Access Data. How Does AI Help? #CXFinTech
  • 12. What is Blockchain and How Does It Come Into Play? #CXFinTech
  • 13. How is FinTech Catering to a Globally Mobile Workforce in Retail Banking? Foreign Exchange? Investments? #CXFinTech
  • 14. Who Are the "Underbanked"? How is FinTech Helping? #CXFinTech
  • 15. "73% of Millennials Would Rather Learn About Financial Offerings from Amazon, Google, Apple or PayPal and Distrust Banks.” - Millennial Disruption Index via Scratch, January 2017 #CXFinTech
  • 16. Harvard Business Review describes, 30 "elements of value" that meet four kinds of need-functional, emotional, life changing, and social impact-and that when optimally combined, increase customer loyalty and revenue growth." September 2016 #CXFinTech
  • 17. FinTech Provides Functional, Emotional, Life Changing and Social Impact: The Customer Centric Model #CXFinTech
  • 18. How Is FinTech Solving Social and Economic Challenges? #CXFinTech
  • 19. How is FinTech Dealing with U.S. Regulators Barriers Due to Security Concerns? #CXFinTech
  • 20. Jack Welch said: "There are only two true competitive advantages, the ability to learn about our customers faster than the competition, and the ability to turn that learning into action faster than the competition." #CXFinTech
  • 21. Communications, Marketing and PR Specialists Must Keep Up with Fintech Trends to Improve Your Businesses and Gain a Competitive Edge #CXFinTech
  • 22. To learn more about FinTech communications, please contact: Wendy Glavin, CEO of Wendy Glavin Agency wendy@wendyglavin.com -or- go to: www.wendyglavin.com To learn more about FinTech solutions, please contact… Jim Eckstein, CEO of TradeRocket at: jeckstein@traderocket.com -or- go to: www.traderocket.com