White Papers
- March 4, 2022In an era of rapidly changing digital capabilities, it is only natural that consumers are demanding more from their providers in terms of digital communications. In collaboration with Computershare, we are pleased to share the recent eBook, "The Pace of Digital Evolution", which examines consumer behavior around essential communications and gives readers a better understanding behind the changing...
- February 4, 2022The Modern Card Platform: The key to attracting millennial cardholders Authors: David Albertazzi: Director, Retail Banking & Payments, Aite-Novarica David Shipper: Strategic Advisor, Aite-Novarica In this whitepaper, experts from Aite-Novarica showcase how issuers can create next-gen card programs tailored to millennials. Millennials represent a must-win demographic for card issuers - their...
- January 3, 2022Complex Documents may consist of dozens to hundreds of pages that are assembled using variable content blocks including text, tables, charts, images, and footnotes. These documents require data input from many systems and content input from multiple subject matter experts. Download this whitepaper "Next-gen CCM: Making Complex Documents Simple” to learn how to ensure your complex documents meet...
- December 6, 2021Authored By: David Kistler and Jenny Shearin In today’s transaction-driven banking environment, providing an exceptional treasury management experience and service are key factors in creating value for customers. In order to optimize treasury’s value, financial institutions (FIs) have to embrace automation in their sales and onboarding processes. An optimized and effective treasury management...
- December 1, 2021Co-authored By: Joseph Cody, Principal, Banking Transformation Leader, Deloitte Consulting LLP Fadl El- Laoune , Specialist Leader, Deloitte Consulting LLP Jim Baxley , Executive Director -Global Market Strategy, nCino Modern, cloud-based digital technology is necessary for financial institutions that are seeking to address the customer experience, improve internal operational effectiveness,...
- November 30, 2021According to research, it takes "12 positive moments of truth to counter one failed moment". Read this eBook, "Moments that Matter in Utilities" which examines critical touchpoints within the Financial Services industry and evaluates how to execute consistent, relevant, and personalized experiences for every customer, every time. Download eBook here .
- November 15, 2021Join Reflexis as they take deep dives into key topics in Workforce Management. This second part of the series covers multi-site scheduling – why you should do it, what it’s worth to your bottom line, and how to implement it. To view the education materials, click here .
- November 8, 2021Branch colleagues remain the retail bank’s front-line. They handle brand ambassadorship; customer servicing and sales; financial advising; and the creation and maintenance of relationships with individual clients. COVID-19 merely increased these pressures. This white paper can help you improve your workforce, reduce cost loss and streamline processes. To view download here .
- November 4, 2021DOWNLOAD white paper here . In today's consumer lending landscape, shifting the mindset from QC as a “no news is good news” role to a powerful, proactive source of improvement may separate profit winners and losers. In this eBook, find out how forward-thinking consumer lenders have turned QC into a real-time feedback mechanism, driving continuous improvement to both revenue and cost. Walk away...
- November 1, 2021Hybrid appraisals, also known as bifurcated or desktop appraisals, have a decades long track record of reliability. This type of appraisal has the subject’s inspection completed by someone other than the appraiser, commonly referred to as a bifurcated process. The inspection results are then shared with the appraiser who does the analysis and estimates the type of value required by the client...