Accelitas Insights

This post is an excerpt of an article by Dragnet Solutions CEO Greg Cote for the WIB Directors Digest newsletter. The full article is available on the WIB site. Banks find themselves facing two dau

Is empathy a reliable way of understanding customers? All too often, the answer is no, according to a recent study described in Harvard Business Review. The more managers strive to be empathetic, t

Real-time account segmentation enables financial organizations to recommend the most appropriate financial products at account opening, growing profits.

We’re back from this year’s Western Independent Bankers Annual Conference for Bank Presidents, Senior Officers, and Directors. This year’s conference was held at the beautiful Grand Wailea resort i