A Guide to Customer Success in Fintech

As a technology leader in the fintech industry, I’ve observed that the key to a successful fintech platform is its ability to serve and retain its customer base. In this blog, we’ll delve into what fintech companies can do better, the factors that influence customer loyalty, and the expectations customers should have from fintech companies.

Serving the Customer Base

Fintech companies can enhance their service by focusing on personalization and convenience. By leveraging data analytics, fintech platforms can offer personalized financial advice, product recommendations, and targeted marketing campaigns. Additionally, by offering 24/7 customer service and user-friendly interfaces, fintech companies can provide the convenience that today’s customers demand.

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Open Banking in Canada – A Comprehensive Guide

What is Open Banking?

Open banking is a system in which banks and other financial institutions allow third-party companies (like phone applications) to access your financial data securely and only with your consent. CTV News reported in March to expect an announcement on April 16 as part of the budget release. The Department of Finance wrote that the adoption of the government framework could be done by 2025. My Fingers Are Crossed!

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