Resources

Competing with Neobanks

How legacy financial institutions can win the digital revenue race.

A practical guide for financial institutions to grow sales, improve CX, and build member loyalty in the digital era.

Part 1

The Shift

Why digital revenue is the new battleground for Banks.

01The Digital Battleground

01.1 How neobanks changed the rules

Neobanks collapsed week-long onboarding and branch-based journeys into five-minute digital flows, changing customer expectations forever.

01.2 Why legacy banks still matter

Traditional banks can outperform neobanks in digital sales by turning their trust, customer depth, product breadth, and capital strength into digital momentum.

01.3 The shift: from branches to digital funnels as primary growth drivers

Available Next

01.4 Case study

Available Next

02The Cost of Standing Still

Coming Soon

02.1 Market share erosion: fintechs and digital-first challengers

02.2 Quantifying revenue left behind in broken digital journeys

02.3 The "invisible" problem: dashboards hide the drop-offs

02.4 Case study

Coming Later

Part 2

The Strategic Context

Systemic barriers banks face in shifting to digital revenue.

Part 3

How to Grow Digital Revenue

Tactical levers to boost acquisition, retention, and cross-sell.

Part 4

Coming Ahead

Emerging trends shaping the next wave of digital revenue.

Part 5

30-90 Day Playbook

A practical checklist for leaders to act immediately.

Want to learn more about BankUniverse?

We help Banks grow digital revenue. Using AI, we analyze millions of digital interactions to find when customers drop off, and help them finish the process.