22 September 2020
Join Awaad Aamir as he highlights findings from over 30 direct financial institution use cases on wealth management IT spending. Our videocast w…
Quadient
Research related to Quadient Inspire
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13 July 2020Shelter-in-place and attendant work from home have been a litmus test for the state of digitization at banks. Those in the vanguard have fared r…
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7 May 2020In today’s post-COVID climate which is in part characterized by limited in-person contact, wealth managers are refocusing their IT investments t…
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28 April 2020Digitizing commercial and corporate customer onboarding requires not only resources but also fortitude and perseverance. The size of the prize m…
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21 April 2020Revelations of lax control in financial institutions’ know your customer (KYC) and anti-money laundering (AML), associated regulatory fines, and…
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16 April 2020Robust levels of organic growth demanded a new approach to business assurance (compliance) at St. James’s Place, a wealth manager serving indivi…
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10 April 2020Digitization and operational efficiency have become even more important as we enter a global recession. Amongst the numerous areas ripe for both…
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8 March 2020Update to the Report Not your Grandfather's Wealth Manager: Digitizing the Legacy Platform This report, now titledThe Front Office Is Powered By…
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7 March 2020Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
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7 March 2020Once just a back office batch printing system, customer communications management (CCM) systems have been transformed to create, deliver and sto…
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28 January 2020Digitizing customer onboarding is like using starting blocks in a sprint. It improves performance materially. Onboarding times can be reduced fr…
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27 January 2020The past two years has seen an explosion of fintech product launches in response to the manifest demand for digital customer origination and onb…
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25 November 2019The focus of the retail lending industry in recent years has been on digital account origination at the point-of-sale (POS). Attracting prospect…
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21 November 20192019 has seen a bevy of banks rush to stand up a digital customer acquisition capability - for good reason. But having digital onboarding capabi…
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14 November 2019Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol…