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.
Advanced Case Management for IBM Case Manager is a redbook for IT architects and specialists that details the concepts and capabilities of IBM Case Manager.
Discover how a financial services provider automated business process for 1,500+ users.
This Carrier’s outdated content management system frequently crashed for hours or even days, causing productivity and customer service levels to drop. Find out our solution.
Changing to a paperless office has many benefits beyond just money savings. Learn 9 other benefits of going paperless.
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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.
Infographic shows top 10 trends shaking up the wealth management industry.
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?
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.
In today’s highly competitive commercial banking environment, the number one attribute that distinguishes one bank from another is customer experience.
The bank’s ECM strategy evolves over 18 years from imaging and workflow to case management