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Published By: Epsilon     Published Date: Aug 23, 2012
By focusing more on the customer, banks can not only acquire new prospects, but boost retention and raise profitability to keep consumers loyal and returning for the long term.
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customer experience marketing, cem, crm, crm, customer retention, cei, customer experience index, cem strategy, crm & customer care
    
Epsilon
Published By: FICO     Published Date: Jun 15, 2017
How Does Toyota Keep 6,000 Delinquent Customers In Their Cars While Avoiding Millions of Dollars a year in Losses? For auto lenders such as Toyota Financial Services (TFS), striking the right balance between growth and risk means making profitable lending decisions. TDS was challenged with trying to balance growth and risk within its lending business and the decisions it previously made created an unacceptably high amount of delinquencies and repossessions for its customers.
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FICO
Published By: Intacct Corporation     Published Date: Sep 18, 2014
The professional services market is back—and more competitive than ever. How will you outperform your competitors? By monitoring the financial metrics that matter. Through years of thorough research, Service Performance Insight has analyzed and identified the profit-centric measures that are highly correlated with financial success in professional services. Download the white paper, "The 5 KPIs that Matter for Professional Services," to learn: • The importance and primary characteristics of financial maturity. • The 5 financial metrics critical to service organizations. • Where successful service organizations fall in these metrics.
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intacct, kpi, professional services, financial metrics, service performance insight
    
Intacct Corporation
Published By: Adobe     Published Date: Mar 03, 2017
Applying for and opening financial services accounts online is on the rise. And FSI marketers are feeling the pressure to make these new accounts higher quality. The Adobe guide, Acquisition Evolved, will give you three actionable ways to improve your ability to identify and convert high-value customers. Read the guide to learn: • The DNA of customer digital behavior • How to create unified customer segments with existing data • How to adopt onsite messaging to match offsite ads
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fsi, adobe, customer behavior, customer segments, data
    
Adobe
Published By: Adobe     Published Date: Mar 03, 2017
It’s time to pull your data out of silos so you can harness all your insights and provide the next best offer. Learn how to use new marketing technologies to create customized offers that steer customers to the right financial services and products for their needs. It’s all in our new white paper, More Precious than Gold. Read our paper to learn how to: • Define your customer engagement objectives • Create valuable and intriguing offers to engage customers • Effectively deliver compelling offers across multiple touch points • Optimize your next best offer through real-time testing
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data, marketing technology, customer engagement, data analysis
    
Adobe
Published By: Adobe     Published Date: May 15, 2018
2017 Trends in Financial Services and Insurance: Customer is Priority The FSI sector is progressing with a digital, data-driven, marketing mentality, all centered around prioritizing customer experience and taking a more personal approach. The 2017 Digital Trends in Financial Services and Insurance compiles the information shared by over 800 FSI respondents to see what opportunities and obstacles are shaping the future of FSI. Read this report and find out: How data and personalization drive digital transformation How fintech is leading the FSI chase Tips to help future-proof your FSI busines
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Adobe
Published By: Adobe     Published Date: May 15, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on imp
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Adobe
Published By: Polycom     Published Date: Mar 13, 2015
As the financial services industry moves away from its historic focus—on high margin business, banking, brokerage, insurance, trading, wealth management, and payment companies—they must rethink and strengthen the ways they interact with markets and customers. Organizations that fail to provide personalized services for their clients or to satisfy increasingly demanding customers will struggle to keep their position as competitors innovate at every turn.
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investment, security, financial transmission, profits, innovative technology, unified communication
    
Polycom
Published By: Polycom     Published Date: Mar 13, 2015
United Bank for Africa (UBA) Group is one of Africa’s leading financial institutions offering banking services to more than seven million customers via 750 branches in 18 African countries. With further offices in New York, London and Paris, UBA is connecting people and businesses across the world through retail and corporate banking, innovative cross-border payments, trade finance and investment banking. Over the past three years, UBA had undergone a period of rapid expansion that had seen affiliate banks in 16 African countries come on board. This expansion has naturally put the group’s communication infrastructure under pressure.
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investment, security, financial transmission, profits, innovative technology, unified communication
    
Polycom
Published By: Comcast Business     Published Date: Nov 04, 2016
Technology has provided its share of pros and cons for the financial services industry. On one hand, it has created a level of transparency between customers and their financial health, giving them access to their account information and enabling them to apply for loans, transfer funds, pay bills and withdraw funds with the click of a mouse or the push of a few buttons. On the other hand, it has changed consumers’ expectations regarding banking as a whole, expecting a level of service other online sites provide, such as immediate customer assistance and problem resolution.
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Comcast Business
Published By: Comcast Business     Published Date: Nov 28, 2016
Technology has had a profound impact on society, influencing everything from the way we communicate with each other to how we conduct business transactions. In the financial services space, technology has brought banks closer to their customers, offering a wide range of online services to appeal to a population of consumers who now view their smartphones as something they can’t live without. In the process of shifting their practices to accommodate this new generation of customers, banks are transforming and reinventing themselves from the corporate office to the branch office through innovative services and technologies that take banking beyond the traditional experience. Networks are playing a central role in this transformation.
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Comcast Business
Published By: Google Cloud     Published Date: Aug 17, 2017
Breakthroughs in artificial intelligence (AI) have captured the imaginations of business and technical leaders alike: computers besting human world-champions in board games with more positions than there are atoms in the universe, mastering popular video games, and helping diagnose skin cancer. The AI techniques underlying these breakthroughs are finding diverse application across every industry. Early adopters are seeing results; particularly encouraging is that AI is starting to transform processes in established industries, from retail to financial services to manufacturing.
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Google Cloud
Published By: CA Technologies EMEA     Published Date: Apr 10, 2018
Much has been written about Payment Services Directive 2 (PSD2) and its potential to herald a new era of open banking where banks no longer have a monopoly on payment services. Instead they will be forced to provide full access to customer accounts to third parties looking to provide financial services of their own, on top of banks’ existing data and infrastructure. All of this could prove to be true, just not on January 13th 2018, the deadline for national governments to transpose PSD2 into law. This is because there is still so much to be decided and clarified. The European Banking Authority’s longawaited regulatory technical standards (RTS) on strong customer authentication (SCA) were issued in March 2017 but missing some of the finer details, such as the methods to remotely access customer data and account information and the measures around the use of application programming interfaces (APIs) and screen-scraping.
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CA Technologies EMEA
Published By: ParAccel     Published Date: Dec 16, 2010
This solution brief explains how Fidelity Information Services (FIS) executives realized that they needed an analytics database solution that could keep up with additional fraud complexity as well as much larger sets of data to improve detection rates.
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paraccel, analytic database, financial fraud analytics, fidelity information services
    
ParAccel
Published By: ParAccel     Published Date: Dec 16, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
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paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
    
ParAccel
Published By: Riverbed     Published Date: Feb 26, 2015
To succeed in this environment, financial services firms and their clients rely heavily on IT to get the job done. Unfortunately, many firms struggle to keep up with those demands and are held back by issues with technology – especially regarding mission-critical applications.
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financial services, applications, finance industry, it finance, financial demands
    
Riverbed
Published By: Moxie     Published Date: Aug 08, 2018
Achieve your goals by successfully mapping common sources of customer struggle to the right engagement opportunities. With ever changing customer expectations and behaviors in the new Guided Economy, a Large National Insurance provider decided to build a competitive advantage to: improve customer experience boost engagement escalate lead acquisition increase conversion across digital platforms By mapping struggle to engagements, digital channels are used to help customers select the right products, complete web forms, or become new customers.
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customer, opportunities, engagement, planner, digital templates, insurance, financial services, banking
    
Moxie
Published By: Greater Copenhagen Fintech     Published Date: Mar 24, 2017
Greater Copenhagen is widely acknowledged as one of the world’s leading smart cities. The smarter way of doing things also applies to the conditions for setting up or running a business in the city. The smarter way of doing business boosts productivity and leaves room for creativity.
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collaboration, fintech, financial services, international collaboration, greater copenhagen
    
Greater Copenhagen Fintech
Published By: ParAccel     Published Date: Oct 22, 2010
This white paper outlines these challenges and provides a clear path to providing the accelerated insight needed to perform in today's complicated business environment to reduce risk, stop fraud and increase profits.
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paraccel, financial services, macroeconomic risk, fraud, analytic database, performance
    
ParAccel
Published By: ParAccel     Published Date: Nov 15, 2010
This solution brief explains how Fidelity Information Services (FIS) executives realized that they needed an analytics database solution that could keep up with additional fraud complexity as well as much larger sets of data to improve detection rates.
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paraccel, analytic database, financial fraud analytics, fidelity information services
    
ParAccel
Published By: McAfee     Published Date: Oct 28, 2014
For SIEM to help usher in more effective security and risk management strategies—particularly related to threat mitigation, embracing trends, and aligning with business priorities—these five business issues must be addressed. McAfee spoke with SIEM users and this brief lists those top issues along with corresponding customer case studies and use cases.
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big security data, situational awareness, real-time context, management ease, integrated security, siem, mcafee, risk management strategies, siem use cases, customer stories, federal government, healthcare provider, retailer, utility company, financial services
    
McAfee
Published By: E-SignLive by Silanis     Published Date: Oct 02, 2013
An introduction to electronic signature technology for banks: What it is, why you need it, how it works and who in the banking industry is using e-signature solutions to automate customer-facing transactions. This guide answers common questions, shares ROI metrics and outlines best practices based on 20 years of transforming business processes and customer experience with electronic signatures.
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banking, financial services, credit unions
    
E-SignLive by Silanis
Published By: HP     Published Date: Jan 20, 2015
Understanding the data you have and put it to effective use is now more crucial than ever. The key differentiator between the leaders and laggards in financial services today is how skillfully they turn data into useful information and fuel success.
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big data, hp haven, scalable, secure data platform, ecosystem, security
    
HP
Published By: Polycom     Published Date: May 12, 2015
The infographic Top Challenges of 2015 for Financial Institutions outlines the industry’s trends and landscape.
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polycom, finance, best practices, fsi, business model, technology
    
Polycom
Published By: Polycom     Published Date: May 12, 2015
For FSIs to keep up and truly connect with the modern customer, they must build a platform for a connected ecosystem right away.
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polycom, enterprise, collaboration, fsi, compliance, customer, satisfaction, ecosystem
    
Polycom
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