Improving Account Opening Processes to Increase Customer Loyalty [ Source: Adobe ]
August 2007 - To build long-term profitable relationships with clients, financial firms must find ways to streamline account opening processes. This paper examines three key areas where banks and brokerage houses can have the greatest impact: • Creating engaging interfaces to help customers select and apply for appropriate products • Increasing productivity for brokers and advisors to help position themselves as preferred providers • Improving process efficiencies to eliminate costly delays and ....
Customer Acquisition: A Growing Ordeal for Financial Services Firms [ Source: Adobe ]
April 2007 - Read a report from Adobe and Forrester Consulting based on an exclusive survey that reveals the top challenges and priorities of financial services firms in the area of customer acquisition.
Streamlining the Customer Acquisition Experience [ Source: Adobe ]
October 2007 - Learn how financial institutions can proactively address barriers to the customer acquisition process and produce considerable results.
The Recipe for Growing Share of Wallet Includes More than Technology [ Source: Adobe ]
July 2007 - Learn why gaining wallet share is both challenging and critical to the success of financial services firms and how people, process and technology can help firms garner share of wallet in this report based on a commissioned study by Forrester Consulting.
Increase Your Customers' Share of Wallet [ Source: Adobe ]
October 2007 - Discover how to make customers more willing to make future purchases, enabling you to sell more products and services to existing customers, focus on profitable customers and improve customer lifetime value in this Webcast.
Deutsche Borse AG, Clearstream Banking [ Source: Adobe ]
July 2007 - Learn in this case study how Clearstream Banking, the Deutsche Börse subsidiary responsible for the settlement and custody processing of securities trading within the Group, simplified its tax process using Adobe LiveCycle solutions and barcoded forms to engage customers and staff in automated forms processing, replacing its outdated, error-prone and paper-based process.
The Eight Dimensions of Customer Experience for Financial Services [ Source: CA ]
November 2007 - Success on all Eight Dimensions requires a clear strategy and systems integrated with your business processes. As your firm migrates towards new IT architectures that improve business agility and address changing customer expectations, you must shift to an Enterprise IT Management (EITM) approach that provides the critical governance, management and security capabilities needed to enable dynamic business services. Proper design and deployment of these three key IT management functions can help you more easily and ....
CA Records Manager Introductory Corporate Demonstration [ Source: CA ]
January 2008 - CA Records Manager integrates all physical, electronic and email files regardless of media type, source of origin or storage location into scalable and extensible enterprise-wide solution, integrating various repositories of content across the organization to ensure corporate governance. CA's record management, email management, file management and discovery solutions, enable customers to fulfill compliance policies and discovery demands across the enterprise, without incurring large-scale infrastructure changes. CA Records Manager automates many of the manual processes of ....
Toward the Promised Land of Delighted Customers: Ten Commandments for Transforming Your Bank [ Source: CGI ]
August 2007 - To delight customers, banks need a major makeover that requires significant changes in their strategies, processes and underlying technologies. CGI describes this makeover as Transformational Banking. This paper examines where the banking industry is today, describes the benefits of transforming the bank and lists the "ten commandments" to get there.
Banking. Transformed.™: CGI's vision and approach for achieving true relationship banking [ Source: CGI ]
October 2007 - During this Podcast, Jame Cofran, Senior Vice President, CGI, talks about how banks need to become true service providers by transforming their approach, processes and technologies from a product- to a client-centered orientation.
ANZ Trade Finance Technology Outsourcing for Competitive Advantage [ Source: CGI ]
October 2007 - Australia and New Zealand Banking Group (ANZ) developed a comprehensive new strategy for trade services. The bank reengineered its business processes with a best practices approach and designed a high-performance operations architecture supported by robust technology solutions. As a key component of the new architecture, TradeCentrix is using a new global trade finance platform that combines in-house solutions, third-party systems, and outsourced services.
Managed services for credit solutions: Driving business value in banking [ Source: CGI ]
October 2005 - By turning the management of their credit solutions over to outside experts, banks can reap huge cost savings while focusing more on their core business. The challenge is to find the best possible partner and build an enduring, mutually profitable relationship.
USBA Replaces Life Insurance System, Launches New Products with CSC [ Source: CSC ]
August 2007 - The Uniformed Services Benefit Association (USBA) wanted to outsource management of its extended insurance systems and launch new specialty insurance products. CSC converted USBA’s products to CSC’s system. USBA offers a variety of affordable term and whole life products with single, joint and family coverages that are ideal for highly mobile members of the service, many of whom are starting families. USBA’s Generation 3 plan, for example, blends whole life, decreasing term, and paid-up additional ....
Retirement Study 2008 [ Source: Diamond Management & Technology Consultants ]
January 2008 - Throw conventional wisdom and industry fault lines out the window. Financial services firms, insurers, and healthcare payors admit they will need to add new capabilities as they prepare to serve baby boomers, who will control some $40 trillion in retirement assets by 2020. In its "Retirement Study 2008," Diamond analyzes how the convergence of health, wealth, and risk management is creating new business opportunities for companies that adopt a broader vision of the services they ....
Banking on the Unbanked [ Source: Diebold ]
October 2006 - The un- and underbanked market represents serious potential for financial institutions. Up to one-fifth of the adults in the United States are in this market, and they spend $10.9 billion per year on 324 million non-traditional financial transactions. New approaches are needed to capture this market, including new ways of thinking and innovation in bank product and service offerings. The technology necessary to grow into this ....
Surviving in Uncertain Times: Decision Management Technology Can Help Banks Survive and Thrive Amid the Recession [ Source: FICO ]
February 2010 -
Entering a global recession, companies must respond to increasingly complex markets, changing threats and fleeting opportunities. Improving the way you manage your decisions is critical for survival. Decision Management technology meets four imperatives for businesses seeking to thrive in today’s difficult environment:
• Give business owners control to increase agility: Decision Management puts business owners in charge of day-to-day operations, and delivers a stronger partnership between the business and IT. These same business owners ....
Tapping Into Generation Y: Nine Ways Community Financial Institutions Can Use Technology to Capture Young Customers [ Source: First Data ]
April 2010 - Accounting for 28 percent of the population and growing up fast, Generation Y is on track for an annual income of $3.4 trillion and to surpass Gen X and Baby Boomers as the top earners by 2018. This is a lucrative group that financial institutions can't afford to ignore. First Data’s new white paper, “Tapping into Generation Y: Nine Ways Community Financial Institutions Can Use Technology to Capture Young Customers,” takes an in-depth ....
5 Emerging Teller Trends [ Source: Harland Financial Solutions ]
June 2007 - While writing with pen and paper is an art form that gives pause to great minds, does it give pause to your customer service and cause your customers to ponder why they should continue banking with your institution? This paper looks at five key trends emerging in the automated teller world that should give pause for thought to any institution still using manual pen and paper procedures at ....
Seven Steps to Improve Your Customers’ Branch Experience [ Source: Harland Financial Solutions ]
March 2007 - This white paper addresses seven specific steps a bank can take to improve your customers’ branch experience and start building long-term relationships.
Account Opening: Optimize the customer experience while reducing costs [ Source: IBM ]
September 2007 - Streamline the account opening process by delivering a seamless interface and enhanced collaboration capabilities to improve the customer experience Increase operational efficiency and responsiveness by sharing a common account opening process across lines of business and channels Enhance the customer experience with improved information access and streamlined processes Lower risk and threat of fraud with the “single version of the truth” ....
Building Client Advocacy: New Opportunities for Wealth Management Firms [ Source: IBM ]
June 2009 - Ask a relationship manager or private banker about the importance of being client-focused, and they will likely respond that it's in their DNA. Yet according to our new research, three out of five clients are not advocates of their wealth management firms. This finding illuminates a troubling statistic in an industry known for its service excellence. At the same time, we believe there is a tremendous opportunity for wealth management firms to strategically use client ....
Unlocking customer advocacy in retail banking [ Source: IBM ]
October 2006 - Despite significant investment, the largest banks are not well positioned for organic growth: our research shows the majority of customers will be reluctant to commit to a deeper relationship as a consequence of their prior cumulative experience with the bank. In order for banks to fully achieve the benefits from organic growth, bank executives need to understand customer attitude and its impact on customer behavior. ....
The Rise, Fall and Rise of Retail Banking [ Source: IBM ]
March 2008 - To remain competitive, grow market share and reduce attrition, banks must find new ways to reinvigorate branch banking and become more customer-focused organizations.
Global CEO Study: The Enterprise of the Future in the Banking Industry [ Source: IBM ]
June 2009 - Based on interviews with more than 1,100 CEOs worldwide, the IBM Global CEO study revealed five core traits of successful enterprises of the future. Find out what they had to say about the changing global economy, the impact of innovation and globalization, and how corporate social responsibility factors in for today’s banking leaders. Download the study to discover the key implications for banking leaders.
Citigroup achieves enterprise-wide information sharing, cost-efficiency and innovation with IBM ECM [ Source: IBM ]
October 2007 - IBM ECM provides Citigroup with a strategic platform for managing content and business processes. Handling up to 100,000 images, 1,000 COLD reports & more than 1.5 Gigabytes of data every day.