Digital Tranformation Articles and Resources

Information, insights, & education from financial services experts


A Guide To Digital Transformation Road Mapping

A Guide To Digital Transformation Road Mapping

Every digital transformation roadmap is different, but this guide will help your leadership team plan, strategize, & build your DX roadmap and avoid common pitfalls.

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How to Make a Successful Digital Transformation

How to Make a Successful Digital Transformation

When leading a digital transformation, there are certain elements you need to get right. Here are the must-have pieces to pull off a successful digital transformation.

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10 Ways Digital Transformation Can Modernize Your Credit Union

10 Ways Digital Transformation Can Modernize Your Credit Union

Credit union executives may be wondering how digital transformation will actually benefit the organization. Here are 10 tangible, measurable outcomes that make DX totally worth it.

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How to Get Employees On Board With Digital Transformation

How to Get Employees On Board With Digital Transformation

Getting employees on board with your company's digital transformation is one of the key components to a successful transformation overall. Here's how to get employee buy-in.

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Top 10 Reasons To Implement Salesforce Before Doing a Core Conversion

Top 10 Reasons To Implement Salesforce Before Doing a Core Conversion

Before your bank or credit union does a core conversion, you should strongly consider implementing Salesforce beforehand. Here are the top 10 reasons why, based on our own experience.

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Cracking the Code on Lending Through DX

Cracking the Code on Lending Through DX

Scale your loan production by unlocking your institutional data, making it accessible to all other systems, then leveraging it to give customers real-time instant loan decisions.

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