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.
Mar 9, 2017 | Banking, Enterprise Content Management, Mortgage (ECM), Other (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
When businesses do not uphold service level agreements (SLAs) customer satisfaction drops, operational costs rise, and management oversight complicates. Discover how Pyramid Solutions uses IBM Bluemix, SPSS and IBM Case Manager to help businesses monitor and manage SLAs in the onboarding process. Below is a presentation we gave with Union Bank at IBM World of Watson.
Jan 10, 2017 | Blog, Corporate, Life Underwriting (ECM), Mortgage (ECM), P&C Underwriting (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
The typical customer experience for purchasing software, IT hardware, or even professional services looks a little something like this: You do some online research, read reviews and articles in journals and magazines (online or in print) and/or talk to your peers inside or outside of your organization or even go as far as hiring a consultant. Then after a while, you narrow your choices down to one or more vendors that you may evaluate even further – perhaps having the vendors perform a proof of concept or provide a demo. You’re a customer in this scenario.
Jan 9, 2017 | Claims (ECM), Content Navigator, Enterprise Content Management, Life Underwriting (ECM), Mortgage (ECM), P&C Underwriting (ECM), Pyramid eXpeditor, Treasury Management (ECM), Trust & Wealth (ECM), Videos, Videos (ECM)
What is Pyramid eXpeditor for Content? Pyramid eXpeditor for Content is a set of plug-in components developed to extend IBM Content Navigator capabilities and tools. It helps organizations find, view and characterize documents so they can complete work faster and more...