In the second part of our 'Future of Financial Services' e-guide series, read about how the financial services industry is not just being shaken up with cosmetic changes, but is about to go through the process of being stripped down and rebuilt.
Independent Financial Concepts Group (IFGC) knew that they needed a solution to help them configure, secure and support the devices containing sensitive information at a low cost. Read on to learn who IFGC turned to in order to help them do just that.
Remote workforces are a growing trend that has documentation implications on your business processes. This paper explores that, placing special emphasis on a distributed capture strategy for resolving remote workforce-related issues.
New whitepaper on GLBA - learn key steps for validating compliance with the Gramm-Leach-Bliley Act, the background of GLBA - what it is and who must adhere, and how senior management and IT departments must ensure that customer data is safeguarded.
Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
Methods for capturing customer attention and loyalty may have changed over the years, but the basic DNA of business has not - a focus on establishing new customer relationships and retaining existing ones. This paper provides both a business & technology insight into the credit card customer service workflow.