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Banks are turning to e-signatures in order to better serve customers across all channels. Today's consumer expects to be able to open an account, apply for a loan or purchase a mutual fund anywhere, anytime and on any device. To achieve this level of convenience, end to end digital processes, enabled by electronic signatures are required. To help you quickly get up to speed on e-signatures, this Guide covers all the basics including:
September 2014- Financial and other institutions are required to provide customer documents in accessible formats. This white paper, co-authored with the American Foundation for the Blind (AFB), discusses applicable legislation and recent litigation cases. It also suggests best practices for compliance and for providing accessible account statements and other electronic documents to customers with vision loss. In conclusion, the paper focuses on a solution for overcoming the challenges associated with meeting document accessibility requirements.
This white paper explores the fast-changing customer relationship landscape in financial services. It outlines strategies and technologies that financial services marketers can use to better understand customers and market effectively across traditional and digital channels, with sections on:
Digital marketing and personalized retargeting
Mobile and social channels
Customer lifecycle management
By combining analytics and cross-channel marketing automation, financial services providers can increase ...
July 2012- Leading Through Connections. Get the 2012 IBM CEO study to discover the issues influencing strategic business decisions today, and find out how the sudden convergence of digital, social and mobile is causing disruptions - and creating innovations - in the ways organizations connect.
Consumers have become more demanding of their online experiences. Performance of insurer websites now has to meet or beat that of industries like online retailers and even banking.
Akamai Technologies commissioned Forrester Consulting to evaluate how online availability and performance of insurance online services would influence customer and agent perceptions and the implications for achieving insurer business goals if an insurer failed to meet these customer expectations. Download this study to learn:
Financial service companies have now been using the Web to service accounts for more than 15 years. Over the years, there have been various reports and studies about the importance and need for an ever-expanding menu of features and functions - an element that has never been given its just due regarding the importance of Web site performance and its effect on the customer experience, actions, and satisfaction of users.
Akamai Technologies commissioned Forrester ...
The 2011 Cloud Networking Report provides an in-depth look into the world of the wide area network (WAN).
Compares and contrasts WAN vs. LAN environments
Identifies key factors IT organizations are using in their decisions about WAN
Describes current and future WAN architecture and technology options
Find out why "The majority of IT organizations believe that factors such as the growth in the number of mobile workers and ...
Live chat is essential to the success of the online channel for today's banks and credit unions. Its importance simply cannot be overstated.
At a time when customer retention is more important than ever, the value of quick answers and personal, human interaction is crucial, not only to achieve customer satisfaction, but to bolster the banking relationships upon which financial institutions are built. Live chat does that?while also driving conversions, lowering operating ...
May 2011- Too many enterprises communicate with customers using antiquated approaches. After all, smart devices, pervasive video, and social media have given new power to customers and citizens - allowing them to interact easily with customer service agents, pass information electronically, and complete business transactions on the run. In organizations with archaic approaches, stymied internal staff are not yet equipped or trained to communicate and support customers in these new ways. They wonder why their company is ...
With more US consumers accessing their bank accounts through multiple channels today, the value of a paper snapshot of their financial activity would seem to have shrunk considerably. And yet the percentage of US bank account holders who have given up paper statements averages just 24%. Worse still, 37% of account holders who receive a paper statement today say they will never abandon paper in favor of online statements.
Soft selling paperless adoption on the ...
December 2010- Forrester evaluated the user experience at the public-facing Web sites of the six leading US banks. None of the sites tested earned a passing score. The most common usability flaws uncovered included: inefficient task flows, illegible fonts, wasted space, and hard-to-find privacy and security policies. To improve the online user experiences they offer, and in the process differentiate from competitors, banks should follow the principles of Scenario Design, emphasize design basics, and move toward an ...
July 2010- Internet banking continues to grow, spurred by competitive pressures and rising customer expectations. In support of their online banking businesses, financial institutions must build and manage rich consumer and business Web sites. Further, industry deregulation and the financial meltdown of 2008 have led to a complex and somewhat unique set of challenges at financial institutions. In essence, it is especially critical to have the right CMS tools for the job that comply with industry standards. Magnolia's ...
November 2009- U.S. financial institutions face ongoing pressure to boost profitability, lower channel costs and enable more self-service banking. Many institutions have chosen to focus most of their mobile banking marketing efforts on those who are already using online banking. However, in doing so, they have overlooked a key customer segment: the 55 million American households who do not bank online on a regular basis. Today, financial institutions should consider expanding their approach to mobile banking and ...
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 ...
July 2009- According to findings from a recent Economist Intelligence Unit report, less than half of risk professionals in the industry believe their strategies are sound given the financial and economic shell shock of the past 18 months. The way in which financial institutions identify, assess and manage risks continues to fall under intense scrutiny. The crisis has exposed the shortcomings of a whole host of risk techniques, and major soul-searching is now under way to ensure that ...
January 2009- This white paper, co-authored by SunTrust Bank and Moneta executives, provides a banker's perspective and market analysis of the alternative payments marketplace, projected to reach 30% of all online payments by 2012. Consumers are increasingly choosing free payment solutions which offer convenience, security and online privacy. PayPal and BillMeLater have become the dominant providers, limiting bank opportunities for interchange, deposit retention and online consumer services. This paper outlines what banks can do to capture alternative payments revenue ...
Everyday millions of consumers login to financial institutions, brokerage accounts, trading platforms and other web sites using Knowledge Based Authentication (KBA) solutions. Typically these solutions ask users to respond to questions selected by the user during the web sites initial enrollment process.
The assumption is only that particular user knows the correct answer to these common questions. But the reality is these solutions tend to create user confusion and do little to ...
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