• Alan Brown
    Allan Brown Dec 12, 2019

    Open banking opens pathways to digital transformation

    The case for going all-in on a more open future for the financial services industry.

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  • Improving document management in financial services

    Greg Council Oct 20, 2015

    To improve their document management processes, banks need to do the upfront classification and description work while leveraging the automation systems now available.

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  • Improving efficiency to enable future growth

    • Les Riedl
    • Fred Weling
    Jun 8, 2015

    By increasing its efficiency, a bank can both facilitate the implementation of new technologies and fund the investments required.

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  • Intelligent process automation for operations

    Prasad Chintamaneni Jun 3, 2015

    Intelligent process automation can help banks drive operational process improvements in wealth management, investment banking and mortgage origination.

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  • Keys to a Successful Client-Vendor Relationship

    David Basri
    David Basri Jun 17, 2014

    Managing a successful client-vendor relationship requires give-and-take on both sides.

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  • Making Acquisitions Work (for the Buyer)

    Charles Wendel_resized
    Charles B. Wendel Dec 3, 2013

    Too many banks these days, in an urge to grow, overlook the basic analytical procedures required when acquiring another institution.

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  • A Tiered Approach to Overdraft Fees

    Robert C. Giltner
    Robert C. Giltner Apr 9, 2013

    The traditional single overdraft fee should be abandoned in favor of a tiered approach – potentially including no fees – to accommodate the distinct customer segments involved.

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  • Self-Funding Your Way to Improved Efficiency

    Scott Sommer Feb 1, 2013

    As regulatory and business costs continue to mount, banks would be well advised to hire at least one individual whose sole focus is to tackle process and efficiency opportunities.

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