Whitepapers

Marquis - 10 Keys to Success with CRM

There isn’t a single bank or credit union in the world that wants to spend money for something and get nothing in return. That being said, is there a positive return (ROI) to be had on Customer Relationship Management (CRM)? If your CRM goals, implementation, training and measurement are aligned…then all the promised benefits of CRM are real. So, how do you do CRM the right way? There are 10 keys to know and to master.

Building a strong business with ACL

Wells Faro Foothill is a commercial finance company headquarters in Santa Monica, California. The company develops individualized loan structures for a variety of businesses, based on equity such as accounts receivable assets, real estate holdings, recurring revenues, and other non-traditional collateral forms. Wells Fargo Foothill uses ACL audit analytics technology to standardize customer files and conduct comprehensive, scheduled testing on all borrower data. Using ACL software, Wells Fargo Foothill has shortened audit times, eliminated issues related to data compatibility, and significantly reduced its lending risks in a highly competitive financial services industry.

AimPoint - Next-Generation Secure Web Gateways

Web 2.0 technologies have transformed the Web into an extremely viable and increasingly popular platform for business communications. At the same time, however, associated rich applications featuring real-time interac- tion and supporting user-generated content have also elevated its potential as a conduit for sensitive information and made the Web a highly attractive target/vehicle for hackers.

Untapped Market for Mobile Banking Among Offline Consumers

Mobile Channel Addresses Offline Consumers’ Needs for Frequent Transactions While Reducing Bank Channel Costs. In the face of turbulent economic conditions and significant cost pressures, U.S. financial institutions, like many of their counterparts around the world, are focusing on improving the profitability of their customer relationships, lowering channel costs and enabling more self-service electronic banking.

Inovis: Centralizing Bank Connections

How banks and insurance providers can simplify connecting to corporate customers and differentiate services with managed file transfer (MFT) platforms.

Symantec: 12 Business Benefits

For cash-strapped financial institutions, bottom-line cost savings come with added manageability and security perks.

Adobe: Business Process Efficiency

Improve margins, accelerate processing, eliminate errors, and increase customer satisfaction.