The 2009 SIFMA-IBM Technology Survey Results
Download these survey results and find out what SIFMA members revealed about new technologies and computing models and how they are managing major industry challenges.
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Improving Account Opening Processes to Increase Customer Loyalty
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Overview: 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 errors The paper then illustrates how Adobe solutions for account opening can enable financial institutions to achieve these objectives to strengthen customer relationships for increased loyalty and profitability.
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