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All the info, guides, and case studies you need to understand digital transformation and how to start your journey today. 

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Aug 17, 2023

Instant loans: the role of digital data collection in accelerating personal loan approvals

Digital data collection has revolutionized the personal loan approval process, making it quick, efficient, and customer-friendly.
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6 minutes
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Aug 16, 2023

Empowering borrowers: how self-service portals are simplifying loan management

Self-Service Portals are quickly becoming the preferred way for borrowers to manage their loans. By providing convenience, transparency, security, and control, they offer a significant advantage over traditional methods of loan management.
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6 minutes
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Jul 24, 2023

How EasySend helps insurance and financial services companies accelerate digital transformation

EasySend is key to digital transformation in insurance and digital transformation in banking. Find out why.
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5 minutes
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Jun 11, 2023

Embracing FinTech: How credit unions can benefit from collaborations with innovative startups

FinTech partnerships provide a unique opportunity for credit unions to leverage innovative technologies and models while avoiding large investments in developing their own solutions.
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5 minutes
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May 31, 2023

Boosting customer retention: digital data collection in financial loyalty programs

Let’s explore how leveraging digital data collection can help financial institutions optimize their loyalty programs, ensuring better customer retention and long-term growth.
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5 minutes
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May 24, 2023

Reducing friction in lending and accelerating loan approvals with digital data collection

Any institution interested in reducing friction in lending and accelerating loan approvals has to adopt digital data collection as a first step.
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5 minutes
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May 4, 2023

How technology is transforming retail banking: self-service dispute resolution

Uncover the ways technology is reshaping retail banking through self-service dispute resolution, enhancing customer experiences, and streamlining operations for greater efficiency.
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5 minutes
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Apr 28, 2023

Digital data collection in mortgage underwriting: the future is now

Discover the influence of digital data collection on mortgage underwriting, exploring its advantages, obstacles, and potential future developments.
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5 minutes
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Apr 12, 2023

Exposed: 7 ways email document sharing is putting your organization at risk

To ensure data security and maintain compliance, financial institutions need to upgrade their document exchange process to a secure digital platform.
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4 minutes
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Mar 9, 2023

8 strategies for auto lending businesses to increase loan volume and minimize risk

Here are some strategies that auto lending businesses can consider to increase loan volume while minimizing risk
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6 minutes
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Blog
Mar 6, 2023

The future of agent-assisted interactions in banking

Digital data intake journeys are the future of agent-assisted interactions in banking. They are more user-friendly, efficient, and accurate than traditional data collection methods.
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5 minutes
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Feb 9, 2023

13 tell-tale signs your bank needs to digitize its data intake process

Discover why digitizing data intake is essential for banks that want stay competitive and provide high-quality service for their customers.
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5 minutes
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Dec 20, 2022

2023 digital banking trends: cost-cutting strategies, optimization solutions & new revenue streams

2023 is here and new digital banking trends are on the horizon. Find out what the year has in store for the banking industry.
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5 minutes
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Nov 17, 2022

15 key digital transformation in banking buzzwords to know

The fintech industry is an exciting and fast-moving landscape. To help you keep up, here are 15 digital transformation in banking buzzwords you should know
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6 minutes
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Nov 9, 2022

3 benefits of digitizing customer data intake processes in banking

The banking industry is rapidly changing and digitizing data intake is one way to stay ahead of the curve
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5 minutes
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Sep 22, 2022

7 core capabilities for effective customer data management in banking

These are the core capabilities in customer data collection that banks need to meet changing customer expectations and address market trends.
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5 minutes
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Sep 5, 2022

Hyperautomation in banking: the business value of digital data intake

Converting paper-based data entry is the key to unlocking the potential of hyperautomation in banking. It is a prerequisite for other technologies downstream, such as robotic process automation (RPA) and artificial intelligence (AI)
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5 minutes
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Aug 22, 2022

Why digital data intake is the first step to digital transformation in banking

Banks looking to benefit from the automation revolution should start at the beginning: digital data intake.
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4 minutes
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Aug 15, 2022

8 must-have capabilities of digitally-driven financial institutions

Research shows that digitally-mature financial institutions are two times more likely to be profitable than their less digitally-mature counterparts. So, what are the must-have capabilities for digitally-driven financial institutions?
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5 minutes
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Aug 10, 2022

The end of web forms as customer data collection method in financial sector

Finance companies seeking to retain customers and boost revenue can do so with one easy change: replacing web forms with chatbots and digital intake journeys.
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5 minutes
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Aug 1, 2022

Streamlining customer interactions in commercial lending

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Jul 20, 2022

Advantages of digital data collection methods for loan underwriting

Learn about the benefits of using digital data collection methods for loan underwriting and how it can improve the customer experience.
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5 minutes
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Jun 27, 2022

‍Solving the issue of customer data intake in mortgage servicing

Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience. 
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8 minutes
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Blog
Jun 22, 2022

How to streamline your credit union's new member onboarding process

he onboarding process is critical to the success of your credit union. Here are 11 key things you can do to streamline the credit union onboarding process and make it more efficient.
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5 minutes
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Jun 14, 2022

Solving the issue of customer data intake in loan servicing

The benefits of digital data intake are for loan servicing are too great to ignore, and with the right solution in place, digital data intake can be a game-changer.
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7 minutes
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Jun 1, 2022

The importance of digital journey mapping for improving customer experience in banking

Digital transformation in banking is a journey, and digital journey mapping can be an invaluable tool to help you meet your goals.
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5 minutes
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May 29, 2022

Easy new member onboarding is crucial for the survival of credit unions

Credit Unions can create a simple, fast onboarding process using smart digital journeys, creating strong relationships with new members from the get-go.
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9 minutes
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May 24, 2022

Why are neobanks popular and how traditional banks can catch up 

Wondering why neobanks are popular? We explain where they outperform traditional banks and what banks can do to keep up.
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7 minutes
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May 11, 2022

Top UX trends in banking for 2023

Banking in 2023 is all about the user experience. What are the banking US trends we can expect in 2023?
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7 minutes
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Apr 25, 2022

Solving the UX challenges in insurance and banking

Solving the UX challenges in insurance and banking demands an uncompromising focus on customer experience
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7 minutes
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Blog
Apr 21, 2022

How can midsize banks offer a digital experience that competes with the big players?

Taking a customer-centric approach and investing in innovative technologies will help midsize banks offer a digital experience that meets the needs of today’s consumers and keeps pace with the big players.
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5 minutes
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Apr 19, 2022

4 keys to delighting banking customers with a digital-first approach

How can banks recalibrate their customer experience (CX) to be digital-first? Concentrate on these 4 key areas.
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7 minutes
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Blog
Feb 10, 2022

The ROI of a customer journey transformation for financial institutions

Not all digital customer journey digitization initiatives will provide an ROI for financial institutions. Here are some factors to consider.
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7 minutes
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Blog
Feb 6, 2022

Top 10 areas for digital disruption in banking: exciting opportunities ahead!

Consumer behavior is changing, and banks are under pressure to keep up. In this blog post, we will explore top 10 areas for digital disruption in banking.
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Blog
9 minutes
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Blog
Feb 3, 2022

Compliance and KYC digital trends in banking 

Banks can approach their risk and compliance strategy as an opportunity to deliver a better customer experience while cutting costs and reducing risks. 
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7 minutes
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Blog
Dec 29, 2021

Digital banking trends: get ready for 2023

To stay ahead of the competition in digital banking, it’s important to understand where your industry is heading. Here are 11 trends that will transform the way consumers interact with financial institutions in the next five years.
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11 minutes
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Nov 24, 2021

How banking CIOs can create more digital customers in 2023

The role of CIO is changing into a driver for innovative strategies, expanding into new digital channels and services and creating a seamless customer experience.
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6 minutes
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Blog
Nov 23, 2021

Why user experience is key to growth in insurance, banking, and financial services

Robust user experience is essential for insurance, banking, and financial services firms to flourish. In these competitive industries, businesses that focus on digital user experience will outperform those that don't.
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Blog
8 minutes
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Oct 18, 2021

How financial service organizations can boost revenues with digital journeys in 2023

Financial services companies that want to boost their revenue should consider creating a compelling digital experiences across multiple digital touchpoints. Here's how it works and what you need to know.
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Blog
3 minutes
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Blog
May 23, 2021

9 tips to optimizing digital customer journeys for financial institutions

Uncover the top 9 tips to optimizing digital customer journeys for financial institutions and why it is crucial to implement them for your organization's success today.
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Blog
8 minutes
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May 13, 2021

How financial services can manage customer experience better in the digital age

It is crucial for enterprises today to quickly transform their digital experiences; See how financial services can manage customer experience better in the digital age.
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Blog
9 minutes
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Apr 29, 2021

Solving the digital transformation challenges in financial services

Learn how to solve the digital transformation challenges in financial services and how to implement critical initiatives to achieve a successful digital transformation for your company.
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Blog
7 minutes
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Blog
Mar 25, 2021

5 ways digital transformation in financial services drives better customer experience

By improving customer experience, your financial services organization is likely to boost customer satisfaction, increase sales, expand customer relationships, increase retention, positively impact the bottom line, and more. Check out the top 5 ways digital transformation drives a better customer experience in financial services.
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Blog
11 minutes
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Mar 21, 2021

7 steps to building your digital transformation strategy

However, the recent market shifts spurred by the COVID19 pandemic have significantly accelerated the ongoing digital transformation trends. In order to become a driving force in the new age of technology we have compiled the top 7 steps to building your digital transformation strategy.
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9 minutes
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Mar 11, 2021

Digital customer journeys with eSignatures: the roadmap to digital transformation in financial services

Discover how digital customer journeys with eSignatures are the roadmap to digital transformation in financial services providing efficiency and an end-to-end digital transformation.
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Blog
10 minutes
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Dec 28, 2020

Why agility is key for improving customer experience in insurance

With the average insurance consumer becoming increasingly knowledgeable about risk, offerings, and options, it is crucial for insurance enterprises to improve customer experience using agility and other critical tactics.
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Blog
9 minutes
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Customer story
Nov 30, 2020

How Worldline launched a new product and deployed a digital onboarding process for merchants in just 10 days

See how Worldline, the European leader in the payments and transactional services industry, and #4 deployed a digital a global scale launched a new product and deployed a digital onboarding process for merchants in just 10 days.
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Nov 3, 2020

EasySend and Swisscom Trust Services partner to enable qualified electronic signatures for insurers and the financial sector

Learn how EasySend and Swisscom Trust Services partnered in order to enable qualified electronic signatures for insurers and the financial sector.
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5 minutes
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Oct 13, 2020

No-code is inevitable: a story of how an internal development tool grew into a $16M funded company

Discover how EasySend set out to solve customer experience in insurance and ended up growing into a $16M funded company using a robust no-code platform and internal development tool.
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9 minutes
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Aug 5, 2020

The painful challenges of digital transformation in financial services

Create a sense of urgency and improve your digital transformation initiatives by watching out for these painful challenges financial services experience in achieving a successful digital transformation.
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Blog
9 minutes
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Apr 23, 2020

SBA PPP loan application process is a nightmare for lenders and their customers. It doesn’t have to be.

The SBA PPP loan application process is a nightmare for lenders and their customers. It doesn’t have to be. See how easy it can be with digital transformation tools from EasySend.
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Blog
8 minutes
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Mar 10, 2020

Top 19 insurance CIOs you should follow (and why)!

Chief Information Officers are a vital component to the success of insurance companies; Discover the top 19 insurance CIOs you should follow and why!
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Blog
12 minutes
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Feb 16, 2020

9 ways no-code development platforms create value in insurance and banking

Creating apps and digital customer journeys through a visual, drag-and-drop environment is possible; Check out these 9 ways no-code development platforms create value in insurance and banking.
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Blog
9 minutes
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