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Published By: Bazaarvoice     Published Date: Jan 09, 2013
Charles Schwab understands that customers make their best marketers, acquiring 40% of its new business through customer referrals. Charles Schwab shares best practices for financial services organizations to use in their decision to invest in social.
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charles schwab, customer acquisition, customer referrals, customer recommendations, client ratings, customer experience
    
Bazaarvoice
Published By: NFP Advisor Services     Published Date: Feb 27, 2015
Clients, especially those with a high net worth, are increasingly demanding guidance for all of their financial needs from a single source. A multidiscipline practice enables you to provide them with complete wealth management solutions, resulting in higher rates of client satisfaction, retention and referral. Learn how to exploit social media opportunities, build a strategy that's right for you, design online profiles that match your goals and much more.
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business models, growth performance, advisor services, multidiscipline practices, business owners, complex mdp, iinvestments, insurance
    
NFP Advisor Services
Published By: Pega     Published Date: Apr 04, 2016
In today’s “always on” digital world every point of engagement with a customer—from a service call to a marketing email—is a critical moment for retail banks where the customer relationship is put to the test over and over again. And while in most cases banks are delivering satisfactory customer service to their clients, they are missing key opportunities to provide deeper personalization. With nearly one in four consumers saying they would start looking for a new bank if they received poor customer service, banks need to evolve with their customers and always be looking at innovative ways to communicate and service them more efficiently. Download this research study and get a deeper understanding of the challenges facing today’s banks and the technology solutions they must embrace to keep pace with consumer demands.
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Pega
Published By: Pega     Published Date: Apr 04, 2016
It is no secret banks are losing customers, and fast. A recent Finextra/Pegasystems survey pegs that 78% of banks have lost business in the last 12 months. The question is “Why?”. It all comes down to engaging with customers before, during and even after the sales process. Nearly all banks are struggling with the impact of client due diligence and KYC (know your customer) regulation on their onboarding processes, and are painfully aware that lack of speed, process visibility and repeat data requests are frustrating their corporate customers. The same holds true for service, where corporates are crying out for improvement, as well as omni-channel access and quick turnaround of service requests and inquiries. To stop the sales decline, banks need to begin doing all these things well. They will then be more competitive in the market as well as retain and win new business. Download this research study and gain a better understanding of how banks can better meet the needs of their customers
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Pega
Published By: Pega     Published Date: Aug 12, 2016
Today’s banks are facing enormous pressures that include regulatory requirements, hefty penalties, increasing customer service demands, and ferocious competition from other financial institutions rapidly embracing customer-centric technology. Despite these challenges, banks can’t afford to scale down any efforts to ensure the highest standards of customer service
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pega, customer service, finextra, service requests, inquiry handling
    
Pega
Published By: VSP     Published Date: Sep 08, 2017
Research shows that wellness plans are extremely important to your clients. Employers have very solid reasons for embarking on a wellness program, including increased productivity and lower health costs for their employees. They are struggling to achieve their goals, however. Many employers aren’t sure how to begin a program; even the most advanced employers in terms of wellness are seeking ways to improve their wellness activities
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VSP
Published By: Atlantic Broadband Business     Published Date: Apr 30, 2018
Innovative technology continues to transform how business is done for small and large businesses alike. With technology and communication trends moving faster than ever before, it’s important to take advantage of these trends to keep the way we communicate with our employees, clients and coworkers current and seamless. Having an efficient communication system not only enables employees to be productive, but it ultimately leads to improving businesses’ bottom lines.
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business, voice, solutions, organization, employees
    
Atlantic Broadband Business
Published By: Nuance EMEA     Published Date: Jun 04, 2019
New market entrants are shifting the way the financial sector operates, new business models are changing customer expectations, and ever-changing client demographics are forcing businesses to adapt the way they work. As we move into a decade of artificial intelligence (AI) and digital innovation, huge opportunities are opening up for the financial sector to combat these changes. But with this comes new challenges, and exponential increases in available information must be accompanied by smart tools and processes to make sense of it, ensure regulatory compliance, and add real value to clients. To find out more, download this ebook!
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Nuance EMEA
Published By: Dell     Published Date: Nov 13, 2017
In-house PC deployments can be expensive and time consuming and often times result in manual errors, short and long term support challenges, as well as delays in production system deployments. But new deployments don’t have to be hard. In this webinar, you will: 1. Learn about our newest client PC deployment offer ProDeploy Client Suite 2. Understand how we put our customers in control with the self-service portal TechDirect 3. Find out how ProDeploy Plus can help companies save up to 35%* on deployment time *Based on May 2016 Principled Technologies Report commissioned by Dell. Testing results extrapolated from a 10-system deployment to project time savings for larger deployment compared to in-house manual deployment. Actual results will vary.
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Dell
Published By: Dell     Published Date: Aug 08, 2018
Today's dynamic data demands pose new threats to security and IT professionals have to mitigate new risks without restricting the flow of information. Per findings discovered in a recent Forrester report, "Evolving Security to Accommodate the Modern Worker", Brett Hansen, Dell's Vice President of Client Software and General Manager of Data Security, shares his insights on solutions Dell provides to meet the needs of employees and IT. Download this article to learn: • What IT departments can do to tailor security solutions to different users • How flexible security can be to address the needs of various workers • Which solutions are best at protecting your data
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Dell
Published By: Dell     Published Date: Nov 12, 2018
IT professionals need tools that make the never-ending log of tasks they face daily, more manageable. While tools like Intel® Active Management Technology (AMT), which is part of the set of Intel vPro™ technologies, can improve management capabilities, learning the software can take time. Download this report today to learn how Dell Client Command Suite can lessen the administrative burden and help your admins maximize their daily productivity.
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Dell
Published By: Dell-EUC (Dell/Intel Logo) Webinar     Published Date: Nov 13, 2017
In-house PC deployments can be expensive and time consuming and often times result in manual errors, short and long term support challenges, as well as delays in production system deployments. But new deployments don’t have to be hard. In this webinar, you will: 1. Learn about our newest client PC deployment offer ProDeploy Client Suite 2. Understand how we put our customers in control with the self-service portal TechDirect 3. Find out how ProDeploy Plus can help companies save up to 35%* on deployment time *Based on May 2016 Principled Technologies Report commissioned by Dell. Testing results extrapolated from a 10-system deployment to project time savings for larger deployment compared to in-house manual deployment. Actual results will vary. Intel Inside®. Powerful Productivity Outside. Intel logo are trademarks of Intel Corporation or its subsidiaries in the U.S. and/or other countries.
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Dell-EUC (Dell/Intel Logo) Webinar
Published By: Stripe     Published Date: Aug 06, 2019
Payments are essential to the success of marketplaces and platforms that connect buyers to sellers, where transactions are a critical component of customers’ satisfaction. Sellers seek fast and flexible payouts, while both sellers and buyers look for an integrated and seamless experience. With the increasing complexity of multi-party transactions on platforms, these expectations are difficult to meet. Stripe commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying Stripe Connect, an offering that allows marketplaces and platforms to accept payments from and send payouts to third parties. Forrester’s interviews with four existing Stripe clients and subsequent financial analysis found that an organization based on these interviewed organizations experienced benefits of $6.1 million over three years versus costs of $1.3 million, adding up to a net present value (NPV) of $4.
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payment solutions, payment processing, pci compliance, platform as a service (paas), business payment solutions
    
Stripe
Published By: Dell EMC     Published Date: Feb 14, 2019
Today's dynamic data demands pose new threats to security and IT professionals have to mitigate new risks without restricting the flow of information. Per findings discovered in a recent Forrester report, "Evolving Security to Accommodate the Modern Worker", Brett Hansen, Dell's Vice President of Client Software and General Manager of Data Security, shares his insights on solutions Dell provides to meet the needs of employees and IT. Download this article from Dell and Intel® to learn: • What IT departments can do to tailor security solutions to different users • How flexible security can be to address the needs of various workers • Which solutions are best at protecting your data
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Dell EMC
Published By: Dell EMC     Published Date: May 09, 2019
Now more than ever, IT technologists need to take control of PC infrastructure costs while deploying secure and manageable client solutions for their end users. With all the options available, how can IT pros position the right PC lifecycle solutions with management to make IT deployment, maintenance and continuous modernization simple? Download this interactive eGuide, brought to you by Dell and Intel® to learn more about ways to support today’s modern PCs with unparalleled efficiency, treating PC acquisition, usage and retirement as an integral part of IT and business operations.
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Dell EMC
Published By: CA Technologies     Published Date: Jun 27, 2014
Dans un contexte commercial en constante évolution, caractérisé par une compétitivité extrême, l'époque où les entreprises passaient des mois, voire des années, à élaborer, tester et lancer une application, un service ou un nouvel ensemble de fonctionnalités, est bel et bien révolue. Les clients, les utilisateurs de technologies et le marché dans son ensemble sont à l'origine de ces changements : ils sont en effet plus réactifs que jamais et leurs attentes en matière de nouvelles fonctionnalités innovantes ont augmenté de concert. Autrement dit, les clients ne se contentent plus d'attendre la prochaine mise en production d'envergure. Ils ne souhaitent pas non plus se voir confrontés à des bugs ni à des défauts. En réponse à ce changement au sein même du marché, de nombreuses entreprises se sont tournées vers des méthodes permettant d'accélérer le cycle de mise en production de leurs applications, sans pour autant en impacter la qualité et le coût.
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new application services, application testing, application releasing, devops, software development, application integration, application performance management, product lifecycle management
    
CA Technologies
Published By: CA Technologies     Published Date: Jun 27, 2014
Développement et production sont sur de mauvaises voies. Le développement se concentre sur des innovations plus rapides et sur la mise en oeuvre de nouveautés. La production a quant à elle pour objectif la stabilité, le contrôle et la prévisibilité. Souvent, ces deux équipes ne dépendent pas des mêmes personnes dans l’organisation. Elles semblent évoluer sur deux voies différentes. Peu importe la vitesse à laquelle elles avancent, elles ne se rencontrent jamais. Seules, les équipes de développement et de production IT auront souvent du mal à communiquer, encore plus à collaborer, et resteront engluées dans des processus manuels. Résultat : des employés qui ne travaillent pas bien ensemble, des logiciels qui ne fonctionnent pas de manière fiable et des clients qui envisagent d’aller voir la concurrence. Vous voilà peut-être coincé dans ce que nous appelons un « noeud de dysfonctionnement.
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devops, software development, production, devops journey, devops advice, application integration, application performance management, performance testing
    
CA Technologies
Published By: Oracle     Published Date: Aug 08, 2013
With Oracle CRM you can follow up on opportunities within Outlook without losing sales interactions.
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oracle, native outlook client, outlook, client, crm, sales, networking, knowledge management
    
Oracle
Published By: Oracle     Published Date: Aug 15, 2013
With Oracle CRM you can follow up on opportunities within Outlook without losing sales interactions.
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oracle, native outlook client, outlook, client, crm, sales, enterprise applications
    
Oracle
Published By: Oracle     Published Date: Aug 15, 2013
With Oracle CRM you can sell on the road with ease.
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oracle, native outlook client, outlook, client, crm, sales, enterprise applications
    
Oracle
Published By: Lumeris     Published Date: Aug 04, 2014
For health plans, health systems and delegated payer operations, or health systems wanting to become their own payer, Lumeris’ turnkey outsourcing offers expert support to design, build, operate, measure, and optimize value-based health plan operations that can drive clinical and financial excellence. This can be evidenced by our ability to help clients achieve higher revenue, lower costs, higher market share, and meeting mandates for medical cost ratio contained in the Patient Protection and Affordable Care Act.
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lumeris, health plan delivery, health plan operations, population health services, value based health plan operations, health plan outsourcing, operating a health plan
    
Lumeris
Published By: Pega     Published Date: May 24, 2016
In today’s “always on” digital world every point of engagement with a customer—from a service call to a marketing email—is a critical moment for retail banks where the customer relationship is put to the test over and over again. And while in most cases banks are delivering satisfactory customer service to their clients, they are missing key opportunities to provide deeper personalization. With nearly one in four consumers saying they would start looking for a new bank if they received poor customer service, banks need to evolve with their customers and always be looking at innovative ways to communicate and service them more efficiently. Download this research study and get a deeper understanding of the challenges facing today’s banks and the technology solutions they must embrace to keep pace with consumer demands.
Tags : 
    
Pega
Published By: Pega     Published Date: May 24, 2016
It is no secret banks are losing customers, and fast. A recent Finextra/Pegasystems survey pegs that 78% of banks have lost business in the last 12 months. The question is “Why?”. It all comes down to engaging with customers before, during and even after the sales process. Nearly all banks are struggling with the impact of client due diligence and KYC (know your customer) regulation on their onboarding processes, and are painfully aware that lack of speed, process visibility and repeat data requests are frustrating their corporate customers. The same holds true for service, where corporates are crying out for improvement, as well as omni-channel access and quick turnaround of service requests and inquiries. To stop the sales decline, banks need to begin doing all these things well. They will then be more competitive in the market as well as retain and win new business. Download this research study and gain a better understanding of how banks can better meet the needs of their customers
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Pega
Published By: Zendesk     Published Date: Aug 26, 2016
This white paper provides insight into how to perform a customer service audit to determine what needs to change in an organization.
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Zendesk
Published By: Zendesk     Published Date: Aug 26, 2016
This white paper provides a full analysis on how Zendesk successfully helped Trustpilot with customer service needs.
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Zendesk
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