A White paper on Social Media for Banks and Financial Services Firms [ Source: zensar ]
June 2010- This paper provides bankers with the background needed to understand the world of social media and to determine how to best navigate within this changing online demography. It is intended to provide a blueprint of what social media is today and how it can be harnessed for banks and financial services firms. The paper also discusses a model with recommended practices for the successful implementation of social media planning strategy. The following topics are addressed ...

Learn How Top Wealth Management Firms Are Overcoming CRM Systems’ Shortcomings – and Improving Performance at the Same Time [ Source: Crowe Horwath ]
February 2011- After years of disappointment with customer relationship management (CRM) systems, some top wealth management firms are taking a fresh look at the technology – and discovering a fresh approach that allows them to finally achieve the powerful advantages CRM has long promised.

Find out what these industry leaders have learned by downloading this valuable new briefing paper – “CRM for Wealth Management: New Challenges – and a New Approach – Offer the Opportunity for Substantial Returns.” What ...

15 Minute Guide to Elevating the Customer Experience Through Statements [ Source: EMC Document Sciences ]
June 2010- This guide focuses on the importance of customer statements, in particular the vital role they can play in marketing an organization’s products and services, building and maintaining brand awareness, and reducing customer service costs.

It examines the features that make an effective statement from the customer perspective and how better statements can vastly improve the way businesses communicate with their customers.

Banks Seeking Customer Insight for Growth and Profitability [ Source: SAS Institute ]
March 2010- An exclusive InformationWeek Financial Services survey of 272 banking industry professionals examined how organizations are meeting the challenges of properly managing customer data, predicting customer behavior, and engaging effectively with customers in order to optimize customer interaction and marketing programs. Key findings indicate that bank executives feel they aren't adequately leveraging customer information due to budgetary restraints and inadequate technology. This report explores how banks are managing and leveraging customer information in support of their marketing ...

Customer Intimacy - Sailing in a Storm [ Source: Oracle ]
April 2009- What can financial institutions do to regain trust? Find out.

5 Steps to Operationalizing Customer Centricity in FSI [ Source: Siperian, Inc. ]
January 2010- Initially, CDI focused on bringing together and resolving inaccurate data that was housed in disparate applications across the enterprise. Now, it is evident that the key value of CDI is in understanding the nature of the relationships companies have with their customers and in uncovering the depth of organization-to-customer and customer-to-customer interactions. Get the “5 Steps to Operationalizing Customer Centricity in FSI” and learn more about maximizing your ability to drive revenue, increase profits, and optimize ...