Restructuring, consolidation and volatility are driving significant structural changes in the investment and retail banking sectors. Banks are responding by actively looking for ways to improve liquidity, restore investor confidence, increase customer retention and better compete for deposits. They recognize the need to streamline business processes to better support their clients during account opening, loan origination, mortgage processing and portfolio management.
Cloud-based CRM has significant advantages. However, you have to do more than put your CRM System on the cloud if you want to have a truly successful implementation.
The retail point of sale is fundamentally changing. It is moving from traditional checkout lines to wherever the customer may be: shopping on the Internet, walking a store’s aisles, traveling or lounging on the beach. Are you prepared for what this means to capturing and retaining customers?
Meaningful communications are the lifeline between financial firms and their clients. How do you make this a core capability of your business? Doug Cox, Director of North America Enterprise Business, GMC Software Technology, explains.
Bob Tramontano Vice President of Financial Industry Marketing at NCR, discuses the challenges and opportunities that lie ahead for retail banking in the age of the multi-channel consumer.