Jun 29, 2020 | Blog, Blog (ECM), Case Manager, Enterprise Content Management, RPA, Treasury Management (ECM)
The COVID-19 pandemic has forced industries around the world to reshape how they do business. To understand the effects this pandemic is having on the banking and finance industry and determine how financial institutions can combat them, we sat down with our very own Bruce Switzer, Banking and Financial Services Principal, and Marty Gulewicz, Banking and Financial Engagement Manager, to talk about what they are seeing within the banking and financial landscape since COIVD came into play.
May 19, 2020 | Banking, RPA, Treasury Management (ECM), Webcasts (ECM)
Onboarding clients as fast as possible means only one thing for Treasury Management Departments – collect fees sooner.
Watch to learn how you can apply robotic process automation to your onboarding process to increase employee efficiency and reduce the time it takes for customers to start using your products.
May 14, 2020 | Banking, Blog (ECM), Case Manager, Decision Management, E-Signature, Enterprise Content Management, RPA, Treasury Management (ECM)
Did you know, 30% of banking clients abandon the onboarding process before completion? The majority of this is due to lack of communication throughout the onboarding process and the length of time it takes for your customer to start using the services they need.
Jul 19, 2019 | Banking, Blockchain, Blog (ECM), Content Services, Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
As a huge disruptor to the financial industry, traditional banks will need to join the blockchain movement to keep up with emerging digital competitors. Read on to see 4 of the major ways banks today are using blockchain to streamline processes.
Aug 30, 2018 | Banking, E-Signature, Enterprise Content Management, Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM), White Papers (ECM)
First impressions count, and unfortunately, 40% of consumers have been disappointed with their initial banking onboarding experience to the point where they abandon the process altogether. Banks have gotten complacent with their onboarding process. With so many changes in consumer behaviors, industry trends and technology offerings, it’s easy to put new client onboarding on the back burner.
Jul 18, 2018 | Banking, Blog, Blog (ECM), Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.
Dec 1, 2017 | Banking, Blog (ECM), Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
Do you remember actually going to your bank branch to open a checking account? Today, consumers can open accounts on the subway, their couch and sometimes even on their toilets. Who would’ve known that in a short 10-year period technology would change the way an industry operates and interacts with customers.
Nov 17, 2017 | Banking, Mortgage (ECM), Other (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
A new client jumping ship during onboarding is every bank’s nightmare. Studies show that clients abandon an onboarding process because it’s too long or cumbersome. When this happens, you waste valuable resources and lose an invaluable customer. Avoid client abandonment with these five essential tools and tactics.
Nov 6, 2017 | Banking, Blog (ECM), Enterprise Content Management, Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
“We are embracing technological innovation and making banking even easier for our customers. And we are developing a new generation of bankers equipped with the knowledge, skills and integrity to take us into an even brighter future.”
Sep 19, 2017 | Banking, Blog, Infographics (ECM), Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
We asked our clients how they use banking software to be successful. Discover what the top five answers were.
Aug 25, 2017 | Banking, Enterprise Content Management, Mortgage (ECM), News (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
The ABA (American Bankers Association) Annual Convention is a time for the banking industry to channel ideas and influence into actionable solutions. General Sessions, “Big Ideas” and “Banker Exchanges” fill the schedule to put the minds of...
Jul 24, 2017 | Banking, Blog (ECM), Enterprise Content Management, Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
Are your SLAs really improving customer satisfaction? According to the FDIC, “A well-designed SLA (service level agreement) will recognize and reward, or at least acknowledge good service.
