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Bank Technology News
January 2007
Glen Fest |
Mortgage: Platforms Bearing Wholesale Changes For financial institutions, improving the mortgage channel's visibility and speed can attract more third-party brokers and lay the groundwork for better customer data.   |
Bank Technology News
March 2006
Michael Grebb |
Cutting To the Chase New rules under the Home Mortgage Disclosure Act require lenders to collect and reveal data on a loan applicant's race, sex and income. Institutions must also share how they determine rate spreads for different applicants. |
CRM
November 2005
DeFelice & Britt |
Banking on Big Green Financial services firms have re-targeted their investments in customer-facing processes and are reaping the rewards. |
CRM
August 1, 2007
Coreen Bailor |
Market Focus: Financial Services--Cashing In on Integration Financial services companies must focus on shifting away from siloed processes across departments and channels. |
CRM
March 16, 2012
Eric Harber |
Four Ways Mobile Will Boost Your CRM Strategy Take your campaigns to the next level. |
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 |
CRM
October 2013
Barton Goldenberg |
Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore. |
CRM
December 7, 2012
Scott Swartz |
Pair CRM and Billing for New Insight The key to engaging and understanding your customers is closer than you think. |
Bank Technology News
February 2002
Louise West |
Good News for CRM and Outsourcing Vendors Despite the economic slump, banks in Europe are still prepared to spend on certain areas of IT... |
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 Systems & Technology
March 29, 2006
Maria Bruno-Britz |
Originating Relationships Mortgage bankers are mining and analyzing data to get a bigger bang for their relationship buck. |
Bank Director
2nd Quarter 2010
Jack Milligan |
Knee Deep in Regulation As part of the fallout from the latest financial crisis, bankers are wading through new layers of regulation while scanning for clearer skies ahead. |
Bank Systems & Technology
May 5, 2007
Maria Bruno-Britz |
Fraud Techniques Evolve in Parallel with Bank Products and Defenses As fraudsters' techniques evolve alongside the products and services offered by financial institutions, new steps must be introduced to stop them. |
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
January 2008
Glen Fest |
Risk Without Reward The subprime mess has exposed how fragile banks are today to market pressures, and how much can fall on the shoulders of risk officers. Finding a path forward from the ashes will require stronger leadership overseeing risk. |
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... |
CRM
July 1, 2003
Martin Schneider |
Vertical Focus: Financial Services The good news for CRM vendors is that the financial services industry has consistently been investing heavily in CRM initiatives. The bad news is, the return on investment has not been stellar. |
Bank Technology News
September 2006
John Adams |
Mortgage: Making Every Transaction Count As the market cools off, technology is helping mortgage players improve lead generation, closing time and telecommunications to gain new customers and boost performance. |
U.S. Banker
March 2011
Tim Grace |
Mortgage Buybacks Point To Need for Better Analytics With mortgage fraud rising, the need for consistent, industry-wide fraud controls are a fundamental building block for improved loan quality. |
Bank Technology News
February 2005
John Adams |
Mortgage: Lenders Smooth The Bumpy Volume Road Originators like DiTech and Boeing's credit union are using automation to alter how they market real estate finance options to customers, as well as better manage their workforce deployment |
CRM
August 27, 2003
Martin Schneider |
News in Brief Demand for chief customer officers has surged... technology spending by North American banks will remain flat for 2003... mobile access to CRM solutions, not wireless connectivity, will see the most attention from systems integrators... and more. |
Bank Technology News
April 2006
Michael Sisk |
Compliance: The New Rule Book Is Still Like A Maze There are so many new regulations that banks are having difficulty organizing their corporate structure to ensure these new rules are being adequately followed. |
CRM
August 2003
Paul Greenberg |
Customer Loyalty? Get Over It. Customer Satisfaction? Way To Go. True loyalty is rarely attainable, so set your sights on something within reach: satisfaction. |
U.S. Banker
November 2007
Frank McKenna |
For Mortgage Lenders, Taking the Profitability Road Now is the time for the mortgage industry to focus on rebuilding profitability. |
CRM
July 9, 2010
Lauren McKay |
Jive and Lithium Top Gartner's First-Ever Magic Quadrant for Social CRM According to Gartner, social CRM application spending will grow at a faster rate than traditional CRM spending. Here is a brief break-down of the market. |
CRM
August 31, 2012
Patrick Dorsey |
Move from Social Media to Social CRM Five ways to bring your business up to speed. |
U.S. Banker
February 2002
Eby Raj Seshadri & Corey Yulinsky |
Quick-Return CRM There are ways to improve customer relationship management without spending huge amounts of money. McKinsey consultants argue that CRM should be more mining of profits than of data... |
Bank Technology News
February 2011
John Adams |
Mortgage Reboot: Rolling Thunder Looking to protect borrowers and score political points with consumers worried about foreclosures and underwater loans, Congress and regulators are unleashing an almost-constant barrage of new mortgage laws and regulations. |
CRM
August 23, 2013
Connor Marsden |
The Role of Social CRM These channels present incredible opportunities for companies to add another dimension to understanding customers, key decision-makers, and trends that drive meaningful dialogue. |
Bank Technology News
April 2001
David Rountree |
Customers Rule Today Long before the Internet, the customer was said to be king. But the Net appears to spell certain, if slow, death for banks that don't act accordingly... |
Search Engine Watch
September 16, 2010
Jacob Morgan |
Visualizing the Social CRM Process This simple six-step process will help you create a social customer relationship management strategy for your organization. |
Bank Technology News
May 1, 2008
Michael Grebb |
The War to Keep Compliance Talent Financial institutions wade through an ever-deepening regulatory swamp, and therefore an escalating war for compliance talent. |
Bank Systems & Technology
April 1, 2005
Cynthia Ramsaran |
Echoes of the Mortgage Boom With more institutions vying for the business of fewer customers, it's more important than ever for mortgage players seeking to grow revenues to improve service by offering new and differentiated mortgage products, such as Web-based offerings. |
CRM
February 1, 2007
Colin Beasty |
Market Focus: Professional Services: Servicing the Law Companies are now paying CRM vendors for complete comprehension when it comes to regulatory software products. Top 3 Vendors in Professional Services: LexisNexis Interface... Siebel... PeopleSoft... |
AskMen.com
March 4, 2001
Luis Rodrigues |
The Truth About Bank Loans When the time comes to borrow money from the bank to buy a house, a car or start a business, people still get extremely stressed about meeting with the banking loans officer... |
CRM
February 2015
Paul Greenberg |
Gloomy CRM Forecasts Lead to New Opportunities The technology's benefits are too obvious to ignore. |
CRM
October 19, 2012
Joshua March |
The Changing Nature of Customer Relationships How social media is forcing large companies to rethink CRM. |
CRM
July 2005
Barton Goldenberg |
Real-Time CRM: A Business Revolution in the Making Three trends are bringing companies to the next logical step and will fuel the next major growth in CRM and help organizations respond to customers' needs in real time. |
U.S. Banker
May 2011
Glen Fest |
Overdue on Overtime Many banks are still struggling with incorporating new hourly wage rules for mortgage loan officers, nearly a year after they went into effect. |
CRM
January 2012
Donna Fluss |
Redefining CRM It's time to say good-bye to the old definition of CRM -- it is no longer viable as a leading business or even systems strategy. |
CRM
March 25, 2011
Jim Davies |
Applying the Eight Building Blocks of CRM to Social Media How to improve the effectiveness and long-term success of social CRM initiatives |
CRM
December 17, 2015
Dave Nelson |
3 Tips for CRM Investment in the Digital Age With channels, interactions, and data proliferating, CRM strategies and tools are still key to superior customer experience. |
CRM
September 2006
Karen Bannan |
Hosted or Housed? The decision to implement one or the other CRM-solution model is a complicated one. Here is a rundown of significant financial aspects to consider. |
Bank Technology News
June 2001
Jan Jaben-Eilon |
Looking for Payback from CRM For banks, good CRM starts with a good business culture... |
CRM
July 2003
Laura Pollard |
Enterprise Schmenterprise Who truly sees the value of enterprise CRM? |
CRM
December 2004
Jason Compton |
It's Not Business As Usual As the CRM industry reinvents itself, 2005 promises both new opportunities and new challenges. Here are seven trends driving the transformation. |
Bank Technology News
February 2009
Brian Longe |
Customer Satisfaction Begins with a Single Compliance Solution Using a single technology platform to handle all of its compliance needs allows a bank to open new accounts and complete transactions more quickly through the solution's common database structure. |
BusinessWeek
June 7, 2004
Dean Foust |
Look Out Below, Lenders The end of the mortgage boom is nigh -- and it could get ugly for banks and thrifts. |
CRM
February 2008
Jessica Sebor |
CRM Gets Serious With customer loyalty an ever-more-fleeting commodity, businesses must deliver consistent - and consistently high-quality - service. In the five stages that define CRM maturity, is your company among the leaders? Not knowing means you're not there yet. |
CRM
March 2007
Colin Beasty |
The Enlightened Enterprise As big businesses enter phase 2 (and for some, phase 3) of their varying CRM initiatives, these tips will refine the advance. |
