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Payments 3.0: Banks Vs. Neobanks—Winning The Battle With Data-Driven, Hyper-Personalized Payments

Nov 20, 2024 - forbes.com
The article discusses the rise of all-mobile neobanks and how they are luring customers away from traditional banks by offering a personalized customer experience (CX) using artificial intelligence (AI) and machine learning (ML). The author suggests that traditional banks can compete by utilizing their vast data reserves and regulatory compliance to create a similar personalized experience. However, many banks lack the resources to collect and analyze data effectively and are hampered by outdated payment systems.

The author proposes solutions such as auditing the bank's payment technology stack to identify gaps and creating a phased migration plan to modernize the technology. Banks also need to modernize their payment infrastructure to support new payment types and hyper-personalization. By consolidating all data into a single repository and applying AI and ML, banks can optimize transactions and offer personalized payment experiences, effectively competing with neobanks.

Key takeaways:

  • Neobanks are gaining market share by offering personalized online banking experiences, using AI and machine learning to customize the loan repayment process to individual preferences.
  • Traditional banks need to shift from viewing payments as mere transactions to opportunities for customer engagement, and need to invest in data collection and analysis to improve customer experience.
  • Many traditional banks are hindered by outdated payment systems that can't be quickly adjusted to support evolving customer preferences or support AI/ML-driven insights.
  • To compete with neobanks, traditional banks need to modernize their payment infrastructure, consolidate all data into a single repository, and apply AI and ML to optimize every element of the transaction.
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