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CBA is committed to the goal of expanding financial education and improving consumers' understanding of the complexities of consumer financial services-whether in mortgages, credit cards, student loans, deposit products, or all the myriad ways in which consumers interact with financial services in this complex economy.
- May 10, 2017 - 2:00PMUpcomingApril 27, 2017 - 2:00PMPastApril 20, 2017 - 2:00PMPastApril 19, 2017Many industries, such as financial services, are looking to develop ways to leverage mobile capabilities. The goal is to use mobile to attract new customers, but also to engage and cement relationships with current customers. The challenge lies in the execution. To be effective, you’ll need to determine how to develop innovative ways to leverage the technology and your data and turn that into an...March 21, 2017 - 1:00PMPastMarch 15, 2017Even the more sophisticated data-driven financial services marketers are struggling to figure out how to effectively and efficiently integrate personalization into multichannel customer and prospect marketing strategies. This iteration of the Epsilon 5 & 5 is intended to trigger some contrarian thoughts and challenge your marketing status quo. In this issue, we’ll talk about personalization,...March 7, 2017 - 2:00PMPastMarch 2, 2017On Thursday, March 2, 2017, during the CFPB Consumer Advisory Board meeting, the Bureau announced the release of a list of institutions offering free credit scores to consumers. This list was created following a 2016 Federal Register notice requesting that companies inform the Bureau whether they provide free credit reports. Companies wishing to be added to the list may email FinancialEducation@...January 30, 2017The spirit of SCRA is rooted in the basic premise that Servicemembers should receive certain benefits and/or protections while defending our nation so they can focus on the job at hand. This paper provides best practices in regulatory compliance and customer experience with proven components for interacting with and managing obligations for this unique segment of customers. It also highlights...January 17, 2017On Tuesday, January 17, 2017, the White House, through the National Economic Council, released a white paper advocating for the U.S. government to engage in efforts to promote the financial technology industry. The paper commended initiatives such as the CFPB’s Project Catalyst and the OCC’s Responsible Innovation as examples of financial regulators modernizing how they engaged with the industry...