PSD2: New Horizons in Personal Financial Management

If we agree that the role of sales reps in financial services is transforming with the spreading of online services and that it becomes more of a consultancy in making decisions in complex problems that require a longer process than we have to reconsider what tools we use for this purpose. PSD2 now allows for brand new ones to try. 

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Retail Banking: Sell More with a Mobile Solution

In the positions where the workers are out of office and on the go most of the time, the idea of mobilization soon emerges. But it may still come as a surprise that mobile tools and devices can help elsewhere, too, to increase client engagement and enhance the experience – like in retail banking.

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