know your customer

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Published By: Fiserv     Published Date: Nov 09, 2017
Financial institutions seeking to attract new customers and revenue channels are expanding into digital services, real-time payments and global transactions. However, with every new service, criminals are developing innovative ways to infiltrate financial systems, and older technologies that mitigate fraud no longer work as effectively. So how can financial institutions respond to this growing threat? Fortunately, more advanced technologies hold great potential for real-time financial crime mitigation. Learn about five current and emerging technologies that could impact money laundering and fraud mitigation, including artificial intelligence/machine learning, blockchain, biometrics, predictive analytics (hybrid model) and APIs. Read the latest Fiserv white paper: Five Tech Trends That Can Transform How Financial Institutions Detect and Prevent Financial Crime.
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kyc, know your customer, beneficial ownership, financial crime, financial crimes, compliance, enhanced due diligence, suspicious activity report, currency transaction report, aml directive, anti-money laundering laws
    
Fiserv
Published By: Datastax     Published Date: Nov 07, 2017
Customer experience is no longer a nice-to-have-it's a necessity. According to Forrester, 8 out of every 10 companues aspires to be great at customer experience but only 1 in 5 are actually achieving that. When was the last time you assessed how your company is addressing its customer experience initiatives? We live in the "age of everything", where every person object, and program is communicating 24-7-365. It's become cliche to say that the Internet has revolutionized our world, and that's because it has. Customer experience at the enterprise level means turning your company into a friend and/or colleague of the customer - transforming the relationship via deep knowledge of the customer: not just what they've done but what they're doing now. This eBook explores the hard questions you need to be asking yourself and your company in order to get started on or to accelerate your customer experience journey. Are you ready? Read to find out.
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Datastax
Published By: Sage     Published Date: Nov 28, 2017
There comes a time in a company’s growth when applications that used to work well can no longer keep up with complexities of scale. This white paper describes 3 warning signs that indicate your disconnected financial applications are holding you back. Also, learn how migrating to a unified cloud solution can improve financial forecasts, enable you to act on more accurate information, increase productivity, and more. Don’t make this mistake. In this eBook, we explain the three warning signs you must watch out for if you want to know when it’s time to move your important customer and financial information to the cloud. Then we’ll show you exactly what managing your most important information with a cloud-based accounting solution means for you and your business. Download it today.
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Sage
Published By: FICO     Published Date: Dec 04, 2017
Whether you’re onboarding new customers, cross- or up-selling, getting your supply chain or logistics right, or even collecting unpaid debt, making the best choice of decisions means weighing not just what’s right for your department – but what is best for the business overall. Not to mention what is optimal for your customers and partners. And let’s face it, even with the availability of business intelligence and other analytic tools, it’s hard to know what constitutes the right actions to take in an era where Big Data consistently throws you curveballs. Prescriptive Analytics can help – but for most organizations, there are more questions and concerns than answers about how to implement it successfully. Read our white paper on how Prescriptive Analytics can transform your business decisions and actions – leveraging your existing analytics investment and organizational DNA while helping you drive transparency, customer experience, and profits
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business, results, optimal, customer, experience, tools, analytics, big data
    
FICO
Published By: IBM     Published Date: Oct 03, 2017
The demand for new data about customers, customer behaviour, product usage, asset performance, and operational processes is growing rapidly. Almost every industry wants new data. Some examples of this are: • Financial services organisations want more data to improve risk decisions, for ‘Know Your Customer (KYC) compliance and for a 360 degree view of financial crime. • Utilities companies want smart meter data to give them deeper understanding of customer and grid usage and to allow them to exploit pricing elasticity. They also want sensor data to monitor grid health, to optimise field service and manage assets. Download now to learn more!
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scaling data, big data, customer behavior, product usage, data integration
    
IBM
Published By: Freshdesk     Published Date: Aug 15, 2016
There are quite a few things that your customers just aren’t telling you. But since you aren’t a telepath and you don’t own a Cerebro, the only thing you can do is wait for them to come to you with it. But not anymore. In this whitepaper, you'll learn the most important things that your support team should already know, but customers will never tell you, like: - Why you should design intelligence into your self-service experience - When you should resort to analytics and when "gut-feel" helps - How you can proactively manage, and prevent customer frustrations - What your core support bottlenecks are, and how to identify them - How to set a "Priority" driven support work-flow
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Freshdesk
Published By: Pega     Published Date: Apr 04, 2016
Customer service professionals know better than anyone how fast the world is changing. New channels, new technologies and sky-high customer expectations are pushing your organization to be more agile, flexible and scalable than ever. There are critical things that your customer service apps need to be able to do in order to create a 360-degree professional service organization. Download this E-book and discover the 5 key actions organizations need to take to help businesses meet and surpass customer expectations.
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Pega
Published By: Pega     Published Date: Apr 04, 2016
It is no secret banks are losing customers, and fast. A recent Finextra/Pegasystems survey pegs that 78% of banks have lost business in the last 12 months. The question is “Why?”. It all comes down to engaging with customers before, during and even after the sales process. Nearly all banks are struggling with the impact of client due diligence and KYC (know your customer) regulation on their onboarding processes, and are painfully aware that lack of speed, process visibility and repeat data requests are frustrating their corporate customers. The same holds true for service, where corporates are crying out for improvement, as well as omni-channel access and quick turnaround of service requests and inquiries. To stop the sales decline, banks need to begin doing all these things well. They will then be more competitive in the market as well as retain and win new business. Download this research study and gain a better understanding of how banks can better meet the needs of their customers
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Pega
Published By: Dun & Bradstreet     Published Date: Mar 03, 2017
Long-term success in business has always been about more than just who you know and what you do. It’s dependent on what you do with your customers, prospects, suppliers and partners to help them succeed. How do you grow relationships with companies where your knowledge of their business is not fully understood, or limited at best? The answer: Data.
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Dun & Bradstreet
Published By: Pega     Published Date: May 24, 2016
Customer service professionals know better than anyone how fast the world is changing. New channels, new technologies and sky-high customer expectations are pushing your organization to be more agile, flexible and scalable than ever. There are critical things that your customer service apps need to be able to do in order to create a 360-degree professional service organization. Download this E-book and discover the 5 key actions organizations need to take to help businesses meet and surpass customer expectations.
Tags : 
    
Pega
Published By: Pega     Published Date: May 24, 2016
It is no secret banks are losing customers, and fast. A recent Finextra/Pegasystems survey pegs that 78% of banks have lost business in the last 12 months. The question is “Why?”. It all comes down to engaging with customers before, during and even after the sales process. Nearly all banks are struggling with the impact of client due diligence and KYC (know your customer) regulation on their onboarding processes, and are painfully aware that lack of speed, process visibility and repeat data requests are frustrating their corporate customers. The same holds true for service, where corporates are crying out for improvement, as well as omni-channel access and quick turnaround of service requests and inquiries. To stop the sales decline, banks need to begin doing all these things well. They will then be more competitive in the market as well as retain and win new business. Download this research study and gain a better understanding of how banks can better meet the needs of their customers
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Pega
Published By: Infomatica     Published Date: Mar 05, 2014
Knowing more about a customer’s relationship with your financial services company is key for growth. Discover how emerging data tools can help you improve customer centricity and find new revenue opportunities, unlocking the value of customer information.
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improving revenue, customer experience management, financial services, best practices, customer information, solutions
    
Infomatica
Published By: Monetate     Published Date: Sep 30, 2014
Personalization. It’s about the hottest topic out there for digital marketers. If you’re going to do it, though, you need to know with which customers you should start your personalization efforts. Which means you need to know which of your customers are most valuable—not always an easy task. This white paper will teach you how to identify your most valuable customers, create a personalized experience for them, optimize that experience, and begin the process again with another customer segment. Also included are three real-life examples of companies that found their most valuable customers, focused on personalizing their relationships with them, and drove additional business, increased customer loyalty and improved customer retention.
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personalization, customer retention, customer loyalty, digital marketers, email marketing
    
Monetate
Published By: Skillsoft     Published Date: Aug 26, 2016
Success nowadays demands providing all members of the workforce with the resources they need in order to effectively respond to and support customers’ needs and expectations. More specifically, organizations must provide employees with digestible knowledge at the point of need and as quickly as possible, so they can re-learn how to resolve specific challenges, also known as microlearning. According to research from Aberdeen, Best-in-Class companies are 60% more likely than all others to consider microlearning to be effective for employee development. This report explores the importance of microlearning, and what it can do for your business, your employees, and your customers.
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microlearning, development, mobile, employee development
    
Skillsoft
Published By: Skillsoft     Published Date: Dec 06, 2016
Success nowadays demands providing all members of the workforce with the resources they need in order to effectively respond to and support customers’ needs and expectations. More specifically, organizations must provide employees with digestible knowledge at the point of need and as quickly as possible, so they can re-learn how to resolve specific challenges, also known as microlearning. According to research from Aberdeen, Best-in-Class companies are 60% more likely than all others to consider microlearning to be effective for employee development. This report explores the importance of microlearning, and what it can do for your business, your employees, and your customers.
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microlearning, development, mobile, employee development
    
Skillsoft
Published By: Lexmark     Published Date: May 28, 2014
A UBM Techweb white paper on how point-of-service employees are vital for nurturing existing customers and bringing in new ones.
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pos, lexmark, mps, point-of-service
    
Lexmark
Published By: Lexmark     Published Date: Jun 02, 2014
A UBM Techweb white paper on how point-of-service employees are vital for nurturing existing customers and bringing in new ones.
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pos, lexmark, mps, point-of-service
    
Lexmark
Published By: Ping Identity     Published Date: Feb 12, 2016
There’s been a fundamental shift in best practices over the last decade to accommodate new multiple-screen behaviors seen by 70% of Internet-connected consumers. The disconnected nature of a siloed channel-by-channel approach won’t provide the consistent end-to-end experience that today’s connected consumer demands.
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Ping Identity
Published By: Fiserv     Published Date: Nov 08, 2017
Featuring Andy Schmidt, Principal Executive Advisor Knowing your customer is key to driving a successful strategy for client security and retention. Watch this video to get a picture of how KYC can be deployed for risk minimization, work with compliance, and make security measures more frictionless using cutting edge technology.
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kyc, know your customer, beneficial ownership, financial crime, financial crimes, compliance, enhanced due diligence, suspicious activity report, currency transaction report, aml directive, anti-money laundering laws
    
Fiserv
Published By: IBM     Published Date: Apr 11, 2016
In this IBM limited-edition Dummies book, you’ll learn what operational decision management (ODM) is and how it can benefit your organization by helping to: *Enable faster and more agile change so your business can react more quickly to opportunities and threats *Automatically capture knowledge so it can be reused to make better business decisions *Manage compliance better by providing a clear record of the rules that govern business operations *Make operational decisions more predictable and repeatable while also allowing you to model, measure, collaborate on and refine these decisions as your business needs change *Improve customer service with more consistent and accurate rules-based decisions, as well as by personalizing the user experience
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ibm, odm, operational decision management, odm, business operations
    
IBM
Published By: IBM     Published Date: Jan 27, 2017
The bottom line is that those that have the most customer insight will win because they know what customers want. So the question is how will you get that insight? What is it that you don’t know about customers in the market(s) that you operate in? Do you have all the attributes about customers in your MDM system that could be of value to your business? Do you know about all the relationships that your customers have in your MDM system? In most cases, the answer to the above questions is no which inevitably means one thing. You need more data
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IBM
Published By: newScale     Published Date: Jan 30, 2008
This white paper outlines the challenges associated with IT Request Management and ten best practices that represent the hard-won knowledge from dozens of successful Service Request Management projects. By following these guidelines, your IT organization can provide more responsive service delivery, increase operational efficiency, and improve internal customer satisfaction.
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itil, service catalog, service catalogue, itil service catalogue, it service catalogue, best practices, service management, customer service, customer satisfaction, newscale, request fulfillment
    
newScale
Published By: Dun & Bradstreet     Published Date: Oct 30, 2015
Effectively evaluate a business.
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hoover, risk, customers, business, efficiency
    
Dun & Bradstreet
Published By: Reputation.com     Published Date: Oct 02, 2017
1.Meet the new consumer The migration to mobile and social media will challenge — and change — everything we know about consumer marketing. 2. Who owns your brand? Brand equity can no longer be bought. Online reviews now generate total market transparency for location-based businesses. Reviews tilt the balance of branding power away from companies and into the hands of customers. 3. The battle for brick-and-mortar customers is won or lost on the social web. To win, marketers must actively enlist customers as online advocates. Those who scale online review volume and quality will be rewarded with higher search visibility and more business at street level. 4. “Dark data” provides priceless operational insights Vast amounts of unstructured, unmined sentiment data on social media provides feedback about the customer experience that you can filter using thematic analysis and use to improve operations at the national or location level. 5. Business implications Online reputation stands betwee
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Reputation.com
Published By: uberVU via HootSuite     Published Date: Apr 07, 2014
The amount of data produced on social media is staggering – and so is the potential business value for enterprises that know what to do with it. Your customers are pulling back the curtains to reveal their desires and dislikes, but can your enterprise transform all of that data into actionable insights for people in every department?
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hootsuite, social relationship platforms, it leadership, social media, social media advice, success stories, actionable insights, emerging marketing
    
uberVU via HootSuite
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