It has been awfully hard to reach me by e-mail of late, that the messages you have been sending to firstname.lastname@example.org have been bouncing back to you at a frequent rate. Alas, the problem lies in our new e-mail filtering device.
By Samuel Kilmer, Harland Financial Solutions | December 10, 2002
CRM is truly a pervasive change in the way of conducting business for a typical bank or credit union. It takes quite a bit of coordination - enabled by technology-to pull off the strategy successfully.
I plan on adopting my late grandparents strategy to Christmas gift giving. They were first generation Sicilians, and they always gave the same simple present-money. This plan was partially predicated on necessity-they had 16 grandchildren and very limited funds-and culture.
By Elizabeth Schnitzer, Iron Mountain Consulting Services | November 06, 2002
The current wave of investigation by securities regulators of Wall Street firms regarding e-mail messages may cause financial services firms to scrutinize their e-mail retention policies and practices with a critical eye.
The most recent Gomez SOHO/Micro Banker Scorecard reveals that banks are just starting to roll out online features and services these customers--small business with under $1 million in revenues--demand most.