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Digital transformation in financial institutions is an ongoing journey rather than a one-time project. Core system replacements often span years, all while banks must operate without interruption and cannot afford downtime. Could anyone imagine halting banking operations even for an hour – let alone for weeks? In such circumstances, every technological decision becomes a strategic […]
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Key Features to Look for in a Workflow Management Tool
What are the key features you need in a workflow management tool for banking? Customization (preferably no-code), third-party integrations, mobile friendliness, notifications, excellent customer support, automation, and being cloud-based. Why? Find it all out in this article!
Key Features of User Management Tools for Banks
What are the key features that user management software for digital banks should have? Firstly, it should include data integration to acquire and store information from other systems. Secondly, it should include AI algorithms that can use historical data for the sake of analytics. Thirdly, it needs to have automation functions, to streamline the processes and boost productivity. What else should it have? Find it out in this article!
Improving Customer Service through Effective Case Management
With tons of workflows that you need to manage, customer requests, AML regulations, transactional data, and anti-fraud measures, achieving operational efficiency becomes extremely difficult. And without it, your customers suffer from longer wait times and slower customer service. Thankfully, you can battle this with effective case management. How will it help you? Find it out in this article!
Future Trends in Case Management for Banking
Case management in banking is the practice of implementing new technological solutions to improve and accelerate case management work. With numerous emerging technologies, you can naturally expect the trends regarding case management to change…and you are right! In this article, we will look at this more closely—we invite you to read on!
Strategies for Effective Remote Sales in Banking
Remote sales in banking are a bit more complicated than offering products in physical branches. On the other hand, with an increasing number of mobile-only customers, selling products remotely is no longer just an advantage—it’s an expectation that banks need to meet. How to do it effectively? You’ll learn that in this article—read on to discover our strategies.
How to Improve Sales in Banking
How to improve sales in banking? You need to use your data to gain a deeper understanding of your customers’ needs and desires. You should also optimize your transactions (and exposure to offers) and build higher customer engagement since this leads to a boost in sales. Do you want to learn more? Then keep reading!