Accenture: Banking
JUNE 22, 2022
The post How to manage risk for a successful implementation appeared first on Accenture Banking Blog. The technology behind lending systems has advanced significantly in recent years, and commercial banks are keen to take advantage of those advances and improve their processes to unlock the value that modern systems can provide.
South State Correspondent
OCTOBER 30, 2024
A survey from the CFA Institute caught our attention on why wealth management clients leave. But, do you know what the second highest reason for leaving your wealth manager was? That got us thinking about how we can improve communication with our commercial customers. That makes sense. Communication. Communication.
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South State Correspondent
OCTOBER 16, 2024
Get A Product Manager, Set a Strategy & Measure Performance The lack of attention on debit cards almost stems solely from the fact that few banks have a debit card product manager, a distinctive strategy, a tactical plan, or a set of key performance indicators that track progress.
Abrigo
NOVEMBER 14, 2024
Ensure management and board of director oversight : A strong compliance culture starts at the top. Senior management and the board must actively participate in setting the tone for compliance and fully understand the risks and penalties associated with BSA criticisms. Provide timely updates in response to changes in regulations.
Advertiser: ZoomInfo
This eBook highlights best practices for developing a pipeline management process that helps sales leaders and their team C.L.O.S.E you’ll see what we mean in this eBook) more revenue through data-driven prospecting, stage analysis, and subsequent sales enablement.
South State Correspondent
MARCH 19, 2025
You might work for this type of manager, but it is doubtful that you are going to try all that hard consistently to excel. Simon Sinek tells the story of “Noah,” who works at Caesars Palace in Las Vegas, where management constantly corrects employees. They view their staff as a means to their end goals.
Abrigo
MARCH 11, 2025
How to prevent internal fraud at your bank or credit union Of the many fraud risks banks and credit unions face, one of the most costly comes from within the institution itself. When executives and managers uphold ethical standards, employees are more likely to follow suit.
Advertiser: ZoomInfo
The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. It’s no secret, only 13% of salespeople are satisfied with their CRM.
Advertiser: ZoomInfo
Download this eBook and gain an understanding of the impact of data management on your company’s ROI. How data impacts your organization as a whole. The best ways to learn how to achieve clean, consistent data. You'll learn about: The true cost of bad (and good) data.
Advertiser: ZoomInfo
It's no secret that hiring for a senior management position is a tough task for recruiters, and remaining open to changes and seeking better ways to source candidates is critical. How to Source Talent. In this eBook, learn: The Discovery Processes.
Advertiser: ZoomInfo
As frustrating as contact and account data management is, this is still your database – a massive asset to your organization, even if it is rife with holes and inaccurate information. This buyers guide will cover: Review of important terminology, metrics, and pricing models related to database management projects.
Advertiser: ZoomInfo
For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. Download this eBook to learn how to start improving your marketing team's data!
Advertiser: ZoomInfo
Think about it: with outbound prospecting, requests from management, scheduled demos, and inbound calls, chaos can quickly work its way into your strategy, deeming a “speed wins” selling mentality downright ineffective. The bottom line is that, in B2B sales, speed is useless without control. What's covered: Targeted prospecting.
Speaker: William Hord, Vice President of ERM Services
A well-defined change management process is critical to minimizing the impact that change has on your organization. Leveraging the data that your ERM program already contains is an effective way to help create and manage the overall change management process within your organization. Organize ERM strategy, operations, and data.
Advertiser: ZoomInfo
It's quite a process for marketing teams to develop a long-term data management strategy. It involves finding a data management provider that can append contacts with correct information — in real-time. Not just that, but also ongoing data hygiene efforts to keep the incoming (and existing) information fresh.
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