We asked our clients how they use banking software to be successful. Discover what the top five answers were.
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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.
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.
Infographic shows top 10 trends shaking up the wealth management industry.