Articles
Tag: financial industry
-
Poor Customer Experience Is Not an Accident
The culture in so many traditional organizations is that managers see themselves as predators and they see the customers as prey.
Continue reading...
-
How Financial Institutions Can Shift From Product-Pushers to Relationship Builders
Consumers want to have more personalized relationships with their financial institutions, but that isn’t what they are getting.
Continue reading...
-
Does Social Media Really Matter for Financial Services?
Financial services are a key aspect of our lives, used every day for one reason or another. So why aren’t social media and finance widely perceived as compatible? Why aren’t financial service brands using social media to its full potential? Social media has become an integral part of people’s lives:
Continue reading...
-
A Simple Plan: Why Lenders Need Adaptive Case Management
While it's no secret that lenders are looking for better ways to simplify, streamline and continuously improve the loans, credit and financing processes within their organizations, it's not always clear to them what changes will have the greatest impact.
Continue reading...
-
Smarsh Offers Resources for Social Media Compliance
As more and more financial advisers wade into social media, the seas are still uncharted. There are still risks associated with combining the financial and social media industries.
Continue reading...
-
GRC Roll-up: Enforcing Social Media Policy, Archiving at the Library of Congress
Companies are regularly dealing with social media and how enforcing policies earlier on can help mitigate risk. Perhaps even more daunting for companies is the stack of information needing to be archived and managed. This week we share insights about each. Enforcing Social Media Policy According to the Application Usage and Risk Report, a
Continue reading...