Financial Services Industry

Download Agile Enterprise Emphasizes Practice Over Process Whitepaper

This report fnds that investment in the R2R process is patchy and uneven. The emphasis has been on the fnal mile of the reportng process, while the frst mile which includes the crucial data capture, data submission to the...

Financial advisors, planners, and associates need to be responsive and connected to keep their clients happy. Whether discussing a financial product with existing or new customers, Ooma Office helps them manage their calls better while working from anywhere and...

The changing state of financial services Evolution of banking Over the past decade, changing consumer behavior paired with digital transformation has reshaped the financial services industry. More consumers have shifted from in-person transactions to online or mobile banking. With emerging...

The financial services industry has long held a reputation of being traditional and conservative, largely due to the security and regulatory guidelines under which it operates. Yet, being conservative and reactive aren’t the qualities you need to improve the customer...

8 solutions to creating more delightful customer experiences Leveraging data and the cloud to modernize, personalize, and grow Customers expect a flexible and personalized financial services experience that provides digital, seamless, and autonomous interactions with their banks, wealth managers, payment platforms,...

Top skills and sample courses for financial services learning programs Learners are the most important factor in any professional development solution, and should feel that they’re getting value from time invested in learning. One senior manager with Emirates Global Aluminium (EGA),...

There is no more business as usual. The world’s biggest taxi company owns exactly zero taxis. The largest hotelier owns zero rooms in zero hotels. The hottest name in designer fashion sells no clothing. Some of today’s fastest growing companies...