Joining the Dots -Client lifecycle management
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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.
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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.
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Achieving a single client view across the enterprise
This paper examines the urgent need for enhanced client data management; the importance of creating an enterprise-wide consolidated view of all customer relationships and explores why these business requirements have only recently reached the Board agenda.
Authored by Ben Marsh, CEO iMeta, with guest contributions from JDX Consulting – a leading UK financial services consultancy, it lays bare the challenges financial institutions face when trying to create a consolidated picture of every client relationship they hold. And it questions why this remains such an enigma; particularly when the industry is under immense pressure to transform the way it conducts its business operations.
The paper reviews the implications of increasing regulatory demands; addresses the diverse needs of both the modern customer and workforce; assesses the impact of emerging competition and the consequences of continued dependence on outdated working practices and aged legacy systems.
Fresh thinking has also been shared on what improvements can be made to positively affect a firm’s approach to critical client data.