White Papers
September 27, 2021Legacy systems, long-held processes and procedures, siloed departments, and expansive product offerings—these are just some of the challenges long-established companies must navigate on their journey to digital transformation. Learn how Lincoln Financial overcame its challenges of legacy systems, long-held processes and procedures, siloed departments, and expansive product offerings by leveraging...
September 27, 2021Even before the COVID-19 global pandemic, the real estate industry was becoming more techenabled. The pandemic forced acceleration of technology adoption and changed the dynamics of the real estate industry. Remote and desktop appraisals, appraisal self-scheduling, video closings and the desire for speed and minimal direct contact are being embraced by tech-savvy lenders and borrowers. Now – more...
September 18, 2021Our latest ebook , DESIGN, MARKET, LAUNCH: How to Deliver Personalized Offers for Today’s Consumer , is an in-depth look at the best practices and tools for delivering relationship-based offers from conception to launch, in record time, and with less risk and assured compliance. In this ebook , you’ll discover: How best practices can lead to 10x improvement in offer management KPIs Offer...
September 14, 2021Turbocharge your CRM Performance : The Secret Ingredient to IGNITE your CRM Personalize the process focusing on the users needs with the secret ingredient laid out in this guide. With it, your bank can achieve: More effective bankers Information Gap Closed Increased Revenue Happier, more loyal customers Higher Probability of CRM Success and ROI Learn how to attain these benefits and watch your...
September 2, 2021Digital transformation was already a top priority for the banks before the historic impact of COVID-19 — but the looming impact of new variants and relentless competition from fast-rising Neobanks and fintech services make it more critical than ever to deliver customer journeys in line with the needs of today’s digitally-minded and mobile-first consumers. This ebook will guide you through 9...
July 7, 2021Executing on personalized offers has become a clarion call for financial services companies in today’s environment. The threat from big tech has made the need to deliver relevant products and pricing a “must have'' strategy to survive and thrive. Now, more than ever, effective and efficient offer management solutions are vital to greater personalization and profits for financial services...
June 8, 2021The 11th Circuit’s far-reaching decision in Hunstein v. Preferred Collection and Management Services, Inc. has created panic for those companies that fall within the FDCPA’s definition of “debt collector” and for the creditors that use them. Most back office teams are scrambling to operationalize worst case scenarios with passionate pleas to secure funding, hire-up and triage. If upheld, a third-...
June 7, 2021Managing a bankruptcy typically has four key stages—bankruptcy notification, Proof of Claim filing, case management, and cash processing. By carefully reviewing and optimizing each stage, you can dramatically reduce costs while retaining your team and supercharging them for maximum efficiency. This document covers: Four key stages of bankruptcy Seven best practices for bankruptcy teams Three ways...
April 12, 2021Agile research – it’s a phrase that is getting talked about a lot these days, especially for banks. Everyone is talking about what makes it great, why you need it – but understanding agile research and actually implementing it are two different things. In this eBook , you’ll get real, practical advice for moving your organization toward agile research and embedding it into your marketing process...
March 29, 2021In this webinar, hear from Dan Quan, former Senior Advisor to the Director, CFPB, on how the Biden administration is signaling for more relief for consumers affected by COVID-19 and how that will impact lending organizations. Dan and TrueAccord co-founder Ohad Samet will talk about how lending organizations can ensure regulatory compliance while building more consumer-friendly collection...
