Thinking End to End: A Sound ECM Strategy for Retail Banking [ Source: Lexmark ]
August 2011- Retail Banks are re-thinking strategies to harness the data that is created in every corner of the bank enterprise. Core system data, Customer documents, email, and content from emerging technologies like social networking are creating the deluge of content. Developing an end-to-end enterprise content management (ECM) strategy that emphasizes capture and delivery will help develop further benefits in your retail bank environment and fast track the opportunities to leveraging the information of the future.
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Closing the Loop: Using the Voice of the Customer to Improve Branch Operations [ Source: Verint ]
December 2012- For retail financial institutions, branches offer a convenient walk-in location for customers to meet with bank or credit union employees to perform transactions, get financial advice, complete their customer service needs and open new accounts.

To sustain this physical presence, branch networks must tightly manage their expenses on an ongoing basis by accurately scheduling the right personnel for each functional area of the branch.

Download this informative eBook, Closing the Loop: ...

Simplify, Satisfy, Sustain [ Source: IBM ]
September 2011- Financial services firms have been trying to simplify their businesses, streamline service, and promote better collaboration, and have often been frustrated by the results. However, in the past few years we have begun to see companies achieve much better results by employing a Business Process Management (BPM) approach.

BPM addresses the key issues financial services firms face today, including expense reduction, mounting regulatory pressures, and the race to secure customer loyalty. IBM brings ...

Intelligent Customer On-Boarding in Wealth Management: The Evolution [ Source: Progress Software ]
March 2011- New client on-boarding is a complex process that is full of opportunity and fraught with risk. Long-term company performance can be impacted, depending on how wealth management firms view this process, and ultimately develop it.

On-boarding not only affects operational efficiency, customer satisfaction, and cross-selling opportunities, but is a strong factor in advisor decision-making when advisors are choosing a brokerage firm.

This paper introduces a maturity model for wealth management on-boarding ...

Self-Service Outsourcing: A Closer Look [ Source: Diebold ]
May 2008- Banks, credit unions and other ATM owners are outsourcing their entire self-service channels at a rate of nearly $2.5 billion annually. To understand the trend toward outsourcing, it’s important to understand the backdrop against which many banks and credit unions have been operating.

Deposit Automation: Delivering on the Promise of Lowering Channel Costs by Enhancing the Self-Service Deposit Experience [ Source: Diebold ]
October 2006- Diebold anticipates a fundamental change in the way financial institutions and their customers will view and use the self service channel. New technologies and the enhanced utilization of existing technologies driven by the passage of the Check Truncation Act, will power the increased utilization and effectiveness of the self service infrastructure.