Monthly Archives: February 2014

Tapping the Vault of Itemized Transaction Data

Next time that you’re handed a receipt for an in-store purchase, take a peek at the small text that is printed above the transaction amount. You’ll probably note the name of the merchant, store location, date and slogan. To convey … Continue reading

Posted in Big Data, Payments, PFM, Retail | Tagged | Leave a comment

App Review: Wisely Merchant Recommendation

The latest personal financial management (PFM) app on the market doesn’t want you to spend your money at just any old shop – it wants to choose your visits Wisely. Addressing both merchant recommendations and financial wellness, Wisely collects transaction … Continue reading

Posted in App Review, Food & Dining, PFM, Retail | Leave a comment

Applying the Coffee Shop Model to Bank Branches

As the digital fever continues to invade retail banking, there remains a collection of bank execs that regularly blast virtual channels for being poor domains to build customer relationships and generate high-value sales of financial products. And despite being a … Continue reading

Posted in Banking, PFM, Retail | 1 Comment