The Digital Banking Playbook

PSFK’s Digital Banking Playbook highlights how digital tools can augment a financial institution’s ability to optimize operations and reinvigorate the client experience. Backed by marketplace trends and strategies for successful implementation, we present three scenarios that uncover new opportunities to deliver innovation to banking customers and internal enterprise.

Published February 2018

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The free-to-download report includes:
  • 10 trends defining AI-integrated retail experiences
  • 4 step-by-step illustrated scenarios highlighting AI-integrated retail channels
  • Key opportunities to ensure proper deployment and actionable success
  • 4 best-in-class case studies spotlighting real-life retailers leveraging the power of AI
  • Insights and thought-leadership from AI, retail and technology experts
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Invite the analysts behind this PSFK report to come and provide a tailored presentation at your office or next conference. We work to tailor our talks to provide context and actionable recommendations for all audiences.

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Turn the insights and recommendations found within this report into action through a workshop. Customized specifically for your business' goals, needs and culture, this is a hands-on dive into the ideas and trends in our reports, with a focus on implementing them for your own business or clients. Whether these run from 4 hours to 2 days, your team will leave not just inspired and informed, but ready to take action.

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Report Insights

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Three scenarios from PSFK’s Digital Banking Playbook, a collaboration with Microsoft, demonstrate how emerging tech helps financial institutions deliver more relevant services

Transactions & Payments 4 Tech-Enabled Strategies For Better Investment Banking

Strategies from PSFK’s Digital Banking Playbook, a collaboration with Microsoft, guide investment banking firms through data-based upgrades

Banks, Insurance & Financial Services The Digital Tools Boosting Productivity In Investment Banking

Using advanced analytics, investment banks can improve accuracy, security and efficiency with strategies from PSFK’s Digital Banking Playbook

Banks, Insurance & Financial Services Refining Wealth Management On Digital Channels

PSFK’s Digital Banking Playbook with Microsoft breaks down how wealth managers can hone their services with digital tools for client experience, risk management and security

Loyalty & Membership 4 Strategies To Optimize Wealth Management With Data

Strategies from PSFK’s Digital Banking Playbook with Microsoft highlight how AI and data solutions enable wealth managers to offer better client services

Banks, Insurance & Financial Services Using AI To Tailor Individual Services In Wealth Management

A scenario from PSFK’s Digital Banking Playbook with Microsoft shows how AI technology can aid in customizing investment recommendations

Banks, Insurance & Financial Services Banking As The Ultimate Digital Concierge

PSFK’s Digital Banking Playbook with Microsoft highlights how technology enables financial professionals to more broadly cater to the needs of clients

Banks, Insurance & Financial Services Ensuring Client Satisfaction With 9 Quick-Win Banking Initiatives

PSFK’s Digital Banking Playbook, a collaboration with Microsoft, presents strategies banks can implement to keep customers satisfied and secure

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