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Financial services organizations strive to retain existing customers and attract new ones, many are introducing new, enhanced services over the Web. Ensure you are providing the best possible experience by focusing your SLM processes on the end user.
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Methods for capturing customer attention and loyalty may have changed over the years, but the basic DNA of business has not - a focus on establishing new customer relationships and retaining existing ones. This paper provides both a business & technology insight into the credit card customer service workflow.
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This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units.
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Banking customers worldwide are ready for an omnichannel experience – are you ready to give it to them? This resource describes the concept of omnichannel banking, why your customers need it, and why you shouldn't wait to offer it to them.
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The key enterprise risk management (ERM) issue for many financial institutions is to get enriched data in a single place in order to report on it. Learn best practices for data management that are critical for ERM.
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This white paper features an encrypted email solution that eliminates the need for paper-driven information sharing processes, and ensures secure, compliant transfers.
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This white paper was developed jointly by ISACA and IFAC, providing guidance on how to leverage value from XBRL initiatives and compliance requirements, with examples and case studies included.
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This white paper provides insight into the dark pools of liquidity, discusses the mechanism of dark pools trading, advantages and how technology would impact the operations or provide benefits in trading over this medium.
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Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
