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The Balancing Act for Financial Services: Security and Customer Engagement
The LexisNexis 2014 True Cost of Fraud Study found that account takeover fraud has held steady at around $5 billion in losses for the past two years. Javelin Strategy & Research’s 2015 Identity...
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5 Weird Myths You May Have Read About Customer Communications Management
Customer Communications Management, or CCM is the automation of customer communications and an integral part of elevating the customer experience. Organizations that regularly send transactional...
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How Capture Transforms Customer Engagement
In the previous post, we learned how Advanced Capture helps you achieve operational excellence in your document-intensive business processes. Here we move our focus to the customer and see how Advanced...
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How Capture Builds Your Agile Organization
In the previous post, we learned how Advanced Capture helps you increase customer engagement in any customer-facing scenario. We will wrap up this series with a view on how Advanced Capture delivers...
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Building the Branch of the Future
Time to Branch Out With increased competition and the rise of the digital economy, banks today are finding it increasingly difficult to acquire new customers, retain existing ones and deliver...
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25 Ways to Lose a Customer
Customer expectations are higher than ever, and the risk those demands present to your business is as stark and predictable as can be: if your business isn’t living up to these soaring expectations,...
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Using Mobile Technology to Engage Customers
Help your organization understand mobile user expectations and how they need to respond to rapid market changes. Originally published on American Banker. Planning and executing a successful mobile...
View ArticleClik here to view.
7 Requirements For Managing Effective Customer Communications
Nearly every sizable organization on the planet has at least one customer relationship management (CRM) software system. Over the years, as these systems expand and mature, most organizations compile...
View ArticleClik here to view.
5 Facts You Need to Know About Mobile
I thought it would be interesting to take my experience from the past several years of developing mobile applications and apply it to the financial industry. Here are 5 things you should know about...
View ArticleClik here to view.
Removing Banking Barriers to Personalised Customer Experience
Historically the banking industry has taken the “inside-out” approach to customers—which means delivery of services was based on what the bank wanted to deliver. While this has worked well for decades,...
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3 Keys to Engaging Today’s Connected Customers in the Claims Process
Originally published in Insurance Innovation Reporter. With shifting demographics and disruptive advancements in technology, customer expectations around insurance are shifting too, and that matters...
View ArticleLook Up At the Sky! It’s an Insurance Drone
Ok, I get it…drones are cool. But what do they really bring to the insurance industry? Not a day goes by that I don’t see at least one article or newsflash about how drones are going to “revolutionize”...
View ArticleClik here to view.
Building the Branch of the Future
Time to Branch Out With increased competition and the rise of the digital economy, banks today are finding it increasingly difficult to acquire new customers, retain existing ones and deliver...
View ArticleClik here to view.
25 Ways to Lose a Customer
Customer expectations are higher than ever, and the risk those demands present to your business is as stark and predictable as can be: if your business isn’t living up to these soaring expectations,...
View ArticleClik here to view.
Using Mobile Technology to Engage Customers
Help your organization understand mobile user expectations and how they need to respond to rapid market changes. Originally published on American Banker. Planning and executing a successful mobile...
View ArticleClik here to view.
7 Requirements For Managing Effective Customer Communications
Nearly every sizable organization on the planet has at least one customer relationship management (CRM) software system. Over the years, as these systems expand and mature, most organizations compile...
View ArticleClik here to view.
5 Facts You Need to Know About Mobile
I thought it would be interesting to take my experience from the past several years of developing mobile applications and apply it to the financial industry. Here are 5 things you should know about...
View ArticleClik here to view.
Removing Banking Barriers to Personalised Customer Experience
Historically the banking industry has taken the “inside-out” approach to customers—which means delivery of services was based on what the bank wanted to deliver. While this has worked well for decades,...
View ArticleClik here to view.
3 Keys to Engaging Today’s Connected Customers in the Claims Process
Originally published in Insurance Innovation Reporter. With shifting demographics and disruptive advancements in technology, customer expectations around insurance are shifting too, and that matters...
View ArticleLook Up At the Sky! It’s an Insurance Drone
Ok, I get it…drones are cool. But what do they really bring to the insurance industry? Not a day goes by that I don’t see at least one article or newsflash about how drones are going to “revolutionize”...
View Article
