29 March 2022
Last week, my colleague Kieran Hines and I attended FinovateEurope 2022, which was back in London as an in-person event again, and it was such a…
Quadient
Research related to Quadient Inspire
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15 March 2022BNP Paribas S.A. implemented One KYC, a utility for collecting, storing, and maintaining information and documents for know-your-customer (KYC),…
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14 March 2022Tower is a specialised personal and commercial lines insurer in New Zealand with approximately 304,000 customers across New Zealand and the Paci…
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6 December 2021The marketing statements of financial institutions have for years touted“customer-first”, “customer 360”; and “omnichannel communications” to de…
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26 October 2021The last 18 months have been like no other in recent memory. The COVID-19 pandemic forced everyone, not just those in financial services, to rea…
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29 September 2021Customer communications management (CCM) systems create, deliver and store outbound and inbound customer communications information (documents a…
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27 September 2021The digitization of banking and the componentization of and improvements in its technologies has led to blurring lines of demarcation between tr…
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8 September 2021North American banks and credit unions are achieving widely varied results with digital account openings. The most effective institutions have t…
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19 July 2021Over the past several years, the CRM vendor landscape has grown significantly in terms of functionality offered to advisors and wealth managers.…
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29 June 2021Insurance is a promise to pay, someday in the future, maybe. Policy forms are the expression of this promise in writing. Creating and maintainin…
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30 March 2021Digital customer acquisition was a white hot topic before the pandemic and has exploded since then. Our March 2021 Digital Banking Panel survey…
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24 March 2021Celent held its digital 2021 Innovation and Insight Week from March 9 – 11, 2021. The theme we explored this year was "Accelerate!” Many of our…
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10 March 2021RBC launched new remote account open tools for personal and business clients. With this, RBC offers clients three convenient ways to open an acc…
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8 March 2021The virtual “That Was Easy!” button just got e-pushed, machines let us do old things in new ways. During the last year, rapid advances in Data,…
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4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…