White Papers
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...
November 1, 2021This year, Reflexis, now a Zebra company, sponsored a survey to understand the differences between issues and challenges in North America and Europe. The survey specifically targeted the impacts of COVID-19 in branch banking, highlighting three specific areas: Branch Scheduling; Branch Execution Efficiency; and Branch Communications. The pandemic’s downsides included hits to scheduling efficiency...
October 25, 2021Organizational silos, a complex (yet very critical) infrastructure of new and legacy systems, changing regulations, and outdated processes and technologies have traditionally acted as a barrier to incorporating critical communications into the enterprise CX strategy. Read this whitepaper , The Convergence of Customer Communications Management (CCM) and Customer Experience Management (CX), to...
October 18, 2021Synthetic identity fraudsters are some of the most patient criminals on earth. To bolster the appearance of legitimacy, they often weave a complex system of fraudulent online identities, dummy addresses and other tactics that can be very difficult to detect until it’s too late. Download this new white paper from Innovis to learn common attack methods, the people affected, the state of the problem...
