Transforming the Customer Experience - Digitally

Research and consulting firm Celent is presenting a webinar on a timely topic addressing the way financial services providers can improve doing business in today’s digital age.

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Damage Control for the Financial Services Industry

A recent study shows that, despite the fact that the country is six years out from the crisis that put financial services providers in a highly negative light, the public continues to have a pessimistic view of the industry and the organizations involved.

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Upcoming Webinar: September 17th at 11AM EST

Enterprise communication strategies are playing a bigger role in customer experience and loyalty these days. This means increased pressure to re-engineer the end-to-end processes required to manage core servicing documents and on-demand letter output. Not addressing issues at the front end of the process guarantees increased problems at the backend – with your document outputs and customer interactions.

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Still MacGyver-ing Your CCM Workflow?

According to a 2012 CEB survey, many businesses believe their end-to-end process management does not meet their expectations of today’s workflow. The chart below confirms that most companies are falling short of utilizing a fully-integrated and mature CCM process; Document Outsourcing and Defining Documentation/ Compliance Protocol being the weakest links.

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SEC Recognizes Multichannel Communications

On Wednesday the 3rd of April, The New York Times reported that the Securities and Exchange Commission said that postings on sites such as Facebook and Twitter are just as good as news releases and company websites as long as the companies have told investors which outlets they intend to use.

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Electronic Delivery: What's Your Adoption Rate?

For many years, the number one question asked by many of my customers has been: “from your experience, what percentage of customers are “opting in” to electronic delivery”? Everyone holds their breath in anticipation that their company may fall well below the national average. For the moment, let’s hold that magic number in suspense.

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