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Bank Technology News January 2002 Joseph McKendrick	Branch Automation Tools Open New Channels The newest technology focuses on helping data to be everywhere at once...
Bank Director 3rd Quarter 2010 Jack Milligan	The Big Retail Showdown Despite countless warnings that the industry has hit a wall on brick-and-mortar viability, lots of financial institutions are holding their ground, determined not to let this era become branching's last stand. Can branches remain profitable once the dust settles on the current economy?
Bank Systems & Technology June 2, 2004 Steven Marlin	Where The Money Is The current branch revival is evidence that the era of multichannel delivery is here to stay.
Bank Technology News June 2005 John Adams	Sales Prospects: County's Tellers Will Tell About New Leads Experts say the industry is still unsure about how much tellers should be involved in cross-sell efforts, but Pennsylvania's County National Bank is sure the teller window is a great place to find leads.
Bank Systems & Technology June 1, 2005 Peggy Bresnick Kendler	Contact/Call Centers No longer just about back-office servicing, contact and call centers now provide banks with an opportunity to nurture customer relationships.
Bank Technology News May 2002 David Rountree	CRM the Hard Way Banks that are capitalizing on the wealth of CRM technology that does work are peopled by managers willing to work at it, every day...
Bank Technology News December 2003 Holly Sraeel	Branches Are Back. Is This Banking's Big Break? Identity theft may be grabbing headlines, but most banks are heavily focused on branches, particularly in understanding what types of activities are conducted by customers while there.
Bank Technology News December 2009 Steve Bills	BBVA Branches Into Video Customers may soon be talking to a screen at the branch - instead of a person.
Bank Systems & Technology November 3, 2009 Maria Bruno-Britz	In Channel Projects, Banks Look for Simpler Solutions The new economic conditions are dictating smarter use of resources among banks as they enhance their channels.
Bank Technology News August 2010 John Dodge	Keystrokes That Pay Attention Econiq captures customer information and tailors bank promotions and programs to particular customer sets served by the bank's staff.
CRM September 2003 Guglielmo et al.	The 2003 Market Leaders (Part 2) Which vendors are leading the industry? CRM magazine scrutinized CRM suite vendors and related categories to uncover the top-five leaders in each category: enterprise CRM, mid-market CRM, analytics, contact center outsourcers, and consulting firms.
CRM January 2, 2004 Martin Schneider	Market Watch: Guided Selling Tools Boost Sales Results Guided selling solutions are designed to help sales associates offer the right products to customers, increase close rates, reduce cycle time, and increase revenue through upsell and cross-sell opportunities.
Bank Technology News January 2003 Charlotte Dunlap	CIBC Reuses As It Renews Banks are being advised to invest in component-based technology, which would permit a bank to reuse the same application across multiple business lines.
Bank Technology News October 2001 Amy Newell	CRM: A Solution Evolution Some of financial institutions' latest dilemmas in customer relationship management don't involve technology, but rather how to complement it...
Bank Technology News July 2009 Michael Sisk	The Future of the Bank Branch Innovative branch design and technology must encourage engagement with employees, not to discourage human interaction.
U.S. Banker May 2010 Matthew De Paula	5 Ways to Optimize the Branch The branch of the future will be much leaner. But the inevitable downsizing of space and staff can be tricky. Here are some ways banks are turning less into more.
U.S. Banker August 2001 Mark Bruno	Unisys Taps SPSS for Analytics Assistance Banks will be able to use the software to determine strategies that initiate cross-selling.
CRM March 2004 the CRM editors	The 2004 Service Leaders--Part II The leading customer service vendors for 2004
CIO June 1, 2002 Stephanie Overby	The Little Banks That Could Faced with growing competition from the big guys, the little engine that could -- in this case, small and midsize banks -- are using CRM to make it over the mountain
Bank Systems & Technology August 5, 2004 Ivan Schneider	Have a Problem? No Problem! Not only can a smaller financial institution adopt comparable CRM as a larger player, but it can let someone else manage the integration issues involved.
U.S. Banker May 2011 Matthew de Paula	New Adventures in Branch Banking More banks are thinking about not just how to redesign their branches, but how to redesign their entire branch experience.
CRM May 2003 Ginger Conlon	Good Advice E.piphany has introduced two vertical versions of its E.piphany Interaction Advisor: Interaction Advisor for Retail Finance and Interaction Advisor for Telecommunications. The focus of the products is on cross-selling and retention, respectively.
Bank Technology News August 2010 Rebecca Sausner	Citi's Japanese Revolution Citi's "smart banking" strategy in Japan.
Bank Systems & Technology October 28, 2004 Ivan Schneider	Here Today ... Everywhere Tomorrow The availability of low-cost technology is driving consumer demand for high-tech branches, and banks are getting the message.
CRM January 2005 Jason Compton	Profits One Customer at a Time CRM strategists often speak of improving company performance by boosting revenue on a per-customer basis. CRM magazine cuts through the hype to examine what individual customer profitability can--and cannot--do for your business.
Bank Technology News August 2009 Michael Sisk	Automated Tellers Are Getting Smarter These souped up smart ATMs don't simply dispense cash 24-hours a day; they are actually replacing tellers at branches.
CRM September 2003 Guglielmo et al.	The 2003 Market Leaders (Part 1) Which vendors are leading the industry? CRM magazine scrutinized CRM suite vendors and related categories to uncover the top-five leaders in each category: enterprise CRM, mid-market CRM, analytics, contact center outsourcers, and consulting firms.
The Motley Fool July 19, 2010 Dan Caplinger	Bank of America to Customers: Get Out and Stay Out! Free checking accounts go to those who won't visit tellers.
Bank Technology News December 2008 Rebecca Sausner	Pushing BI Over Branch Network NorthWest improves customer experience and increases efficiency by upgrading its teller and platform software.
Bank Technology News July 2006 John Adams	Measuring Branch Performance: Taking The Guess Out Of The Gaps Deciding how to rate a branch's bottom line can be sticky for banks. Can a Canadian firm's "blueprint" tool bring a distant footprint into focus?
Bank Technology News June 2007 John Adams	Expense Management: Cost Controls Come In Many Flavors Whether it is Bank of the West's human capital project, Amex's procurement savings or MasterCard's corporate travel initiative, there are lots of places to shave corporate costs
Bank Systems & Technology May 1, 2006 Phil Britt	Don't Shutter the Branch Yet Despite all the attention given to online banking and self-service, for now, branches remain a strong component of banks' channel strategies, evidence suggests.
Bank Systems & Technology November 4, 2003 Ivan Schneider	Fast-Track Citizens Why do people continue to use bank branches despite the ready availability of automated alternatives? Who knows? But since they do, Citizens Bank has continued to place the branch at the center of its retail banking strategy.
CRM May 3, 2004	Heard and Overheard Quotes from the CRM industry: "Success in CRM is a journey, not a destination"... "In our world CRM stands for Can't Replace Marketing"... etc.
CRM September 2, 2011 Duke Chung	Five Ways to Amplify Your CRM System By opening up a two-way communications channel for customers and your CRM system, it provides an enormous overview of what customers want, accessed, and engaged in during their customer service experience.
CRM October 2012 Leonard Klie	Oracle's Latest Branding Initiative Central to its CRM strategy is the company's Customer Experience (CX) Suite.
Bank Technology News January 2007 John Adams	Branch Automation: Helping Customers To Help Themselves Buoyed by the success of user-driven automated service at airports and supermarkets, firms like Source Technologies and NCR are selling the idea to financial firms.
CRM June 1, 2004 Joshua Weinberger	Ensuring the Success of Insurance Companies The consensus is clear: When it comes to CRM, the insurance industry tends to lag compared to the bankers and investment types.
CRM August 2010 William Band	Navigating the Vendor Landscape A leading analyst firm assesses the CRM marketplace.
Bank Technology News July 2011 John Adams	Robo Tellers A growing number of banks are deploying "personal teller" machines equipped with videoconferencing that allow remote branch staff to do virtually anything they could at the physical location.
CRM September 2003 Ginger Conlon	The 2003 Influential Leaders One of the great things about the CRM industry is the group of outspoken leaders who continually push for its success. Here, we spotlight customer-company and vendor executives who have made a significant impact in their company or on the industry in the past year.
CRM January 2004 Martin Schneider	The Hard Sell Selling ice to Alaskans is a breeze compared with selling CRM internally to executives who resist commitment and users who shun change. Although the benefits of CRM may be clear to you, the challenge is to convince everyone else. Here's how.
Registered Rep. October 9, 2008	Smith Barney Closing Branches, Letting Managers Go As part of a larger cost-cutting effort, Smith Barney is consolidating some of its branch offices and laying off a number of its branch managers.
U.S. Banker January 2002 Mark Bruno	Siebel Issues Siebel 7 Siebel Systems has begun shipping its latest version of CRM technology, Siebel 7...
CRM April 2014 Esteban Kolsky	The Future of CRM Is Outcome-Driven Between company-centric and customer-centric, there needs to be a middle ground.
Bank Technology News January 2011 Rebecca Sausner	Green Lighting the Script The sure way to make money selling products to banks these days is to peg your pitch to "compliance."
CRM October 2011 Brian Walker	Harnessing Customer Experience Management Solutions New software helps to handle multiple consumer touch points.
CRM December 2003 Martin Schneider	The Year in Preview How the major trends in 2003 will alter the CRM landscape over the coming year.
CRM October 2003 Martin Schneider	Stand By Me As IT staffs shrink and CRM projects get increasingly complex, more and more service providers are playing a long-term role to ensure that CRM systems run smoothly and generate ROI.
Bank Systems & Technology August 24, 2006 Phil Britt	Living in a Multichannel World As banks decide how to allocate approximately $6.5 billion in investments on retail channels this year, they would be wise to look at how customers use those channels, according to Karen Massey, senior research analyst for Financial Insight.