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Articles: Financial Services/Banking
For banks, connecting with customers is the coin of the realm.
The mortgage division of a financial-services firm credits proactive communications with lowering its delinquency rate.
A new study highlights the importance for financial services firms to round out their SMB offerings, fresh off the heels of a related announcement by Wells Fargo.
A technology-infrastructure specialist saves about $60,000 in one year by implementing a Web-based service management application from BlueFolder.
The creator of QuickBooks debuts a new on-demand business management system, catering to the very smallest of the small-business segment.
Relationship roles are changing as customers take control of how they want to do business.
How to put the individual experience back into every customer interaction.
Financial services companies must focus on shifting away from siloed processes across departments and channels.
Barclaycard Business: Financing workforce management.
Most of your customers now say they prefer electronic bills to paper ones. This can be great news--provided you make the most of the opportunity to strengthen the customer relationship
Automation is beginning to prove its value--not only in cutting costs, but in driving revenue as well.
Text mining helps companies discern true customer sentiment.
Forrester's Finance Forum highlights the importance of interacting independently with target customers.
Retail catalog call centers are doing a better job of satisfying their callers than call centers for banks, cell phone services, cable and satellite television companies, insurance firms, and PC companies.
Sage Software's second vertically focused app targets financial services with a new contact/customer management solution.
A financial services firm turns to Hyperion to consolidate and analyze data from across the globe.
Stop regarding video as another technological nuisance--video will achieve the CRM trifecta of lower costs, better service, and happier customers.
A new report makes the case for interactive help to drive the next wave of success and innovation in the financial services field.
The BI provider will now supply customers with enhanced search capabilities for unstructured data; an alliance with IBM will help tap the Asia Pacific market.
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