Client Onboarding for Success: Five Pieces of Wisdom
Client Onboarding for Success: Five Pieces of Wisdom In 2016, 40% of consumers abandoned a bank application – one may call that an epidemic. Fill out the form below to read five pieces of wisdom from Steuart, a banking and financial services expert, about how to...
Banking Industry Trends: 5 Things Not to Do
It feels like the banking industry changes every day. I’m constantly told new trends, technologies and predictions, what to do, and who to target. It’s easy to get weighed down by everything. To gain some clarity and hear from true experts, our Banking and Financial Services Team, including myself, attended and sponsored American Banker’s Digital Banking 2016 in New Orleans.
Mortgage Lender Eliminates Stare-and-Compare Processing from Servicing Group
Amidst recent rapid growth, a top national mortgage lender realized that their Servicing Group was unable to keep up with the new influx of loans.
Non-Compliant Lender Updates Loan Origination System
An American Banking Holding Lender faced immense pressure to update their existing mortgage loan origination system (LOS) because it was quickly becoming non-compliant with Federal Reserve requirements. With a strict deadline in place it needed to act quickly or would be forced to stop underwriting mortgages altogether.
Electronic Signatures in Wealth Management Narrowing Gap in Closing Table Process
We always talk about millennials. And rightly so – they’re quite the disruptors. But there’s a different generation that’s about to start making waves of its own: Baby Boomers. As the baby boomers (people ranging from age 52-70) age, the US is going to witness the largest passing of wealth in history.
Go Paperless and Get These Nine Benefits
Changing to a paperless office has many benefits beyond just money savings. Learn 9 other benefits of going paperless.
![5 Ways to Streamline your Onboarding Process [Webcast]](https://pyramidsolutions.com/wp-content/uploads/2016/06/5-ways-to-streamline-webcast-feature-e1512679452535.png)
5 Ways to Streamline your Onboarding Process [Webcast]
Onboarding processes that are fragmented and lengthy leave room for missed opportunities and high abandonment rates. Ultimately reflecting poorly on a bank’s reputation and the bottom line. Today’s clients expect convenient, timely and accurate service – on their terms.
Improve Client Onboarding for Banks With These Four Levels of Visibility
Just like how Donkey in “Shrek” was eager to arrive at the Far Far Away Kingdom, banking customers are eager to complete the onboarding process and use their banking services.
To quiet customer questions, banks need to have an efficient, transparent onboarding process. We encourage our partners to leverage enterprise content management tools that create four levels of visibility into the onboarding process so their customers don’t have to ask how much longer? or is the process done yet?
Onboarding Without Limits: Client Onboarding for Banking and Finance
What does it truly mean to onboard trust and wealth management clients without limitations? It means no rules or circumstances will restrict you or inhibit you from doing something. It means if you’re not limited by anything, then you have the freedom to do everything.
The SunTrust Mortgage Process: From 10 Million Pages to Paperless
At the height of the mortgage boom, SunTrust Mortgage decided that a process that only captures 10% of documents was insufficient. The mortgage lender needed a workflow system that captured more documents to reduce the amount of paper and increase processing efficiency.
PMI: How PX for Mortgage and IBM FileNet Gave Them a Competitive Edge
If PMI was to retain its competitive edge, it needed to earn customer satisfaction through fast, efficient, consistently accurate service.