diligence board

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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: 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: Diligent     Published Date: Jul 10, 2017
William Hill made a faster-than-expected transition to using Diligent Boards due to rapid adoption by the board members and proactive support from both William Hill’s Secretariat team and Diligent. In addition, the company found one unexpected benefit –Diligent Boards is a very helpful tool when new directors join the board. Use of Diligent Boards has spread thanks to positive word of mouth from William Hill board members to other companies on whose boards William Hill board members also serve.
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diligence board, portal, meeting information, providers, directors, document management, william hill
    
Diligent
Published By: Ephesoft     Published Date: Jan 18, 2018
Mortgage lenders experience a variety of document intensive processes throughout the entire loan lifecycle. Learn more about how intelligent document capture technology can improve mortgage processing, mortgage loan due diligence, loan onboarding, settlement services, loan servicing and reporting in the cloud or on-premise working with your existing LOS or other back-end platforms.
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mortgage, financial, solutions, ephesoft, transact, reporting, cloud, back end
    
Ephesoft
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