Webinar: Stop Your Customers From Cheating
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To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
24 January 2019
Bob Meara will be a panelist on at this year’s BAI/Docusign Webinar on 1/24/2019.
In a recent consumer study by BAI Research, 40% of respondents stated they had two or more bank deposit relationships, while 42% had two or more bank loan relationships. So, what can you do to minimize loss of wallet share and engage clients better to generate greater loyalty, especially with the shift to digital banking? One way is to deliver frictionless, digital customer experience. Online account opening, digital mortgages, loans and other customer interactions should offer a high level of convenience, simplicity and an intuitive user experience. Join us for this complimentary BAI webinar and gain insights into customer-centric digital transformation. In addition, get practical takeaways from a leading financial institution on how they have transformed customer interactions to deliver a better customer experience, while positively impacting their operations, security and compliance.
Key Takeaways:
- Insight on where digital transformation can have the most impact
- How to gain buy-in and adoption on transforming your customer interactions among internal and external stakeholders
- KeyBank case study and insights into improving digital customer experience
Event details
Industry or Business Focus
Banking, Retail Banking
Geographic Focus
North America
Format
Webinar