FINANCIAL MANAGEMENT

Re-wiring financial services operations for a bold future

May 5, 2022

Re_wiring_financial
Massive changes has been underway for some time across the Industry .fintechs disrupted tradition introducing consumer to new ways to get the service they need.

Spotlight

Zendesk

Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships. From large enterprises to start-ups, we believe that powerful, innovative customer experience should be within reach for every company, no matter the size, industry or ambition. Zendesk serves more than 150,000 customers across hundreds of industries in over 30 languages. Zendesk is headquartered in San Francisco, and operates offices worldwide.

OTHER WHITEPAPERS
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TECHNOLOGY INNOVATION IN CAPITAL MARKETS

whitePaper | February 4, 2020

Banks are also open to innovation, with a perhaps surprising 83% focusing most of their technology efforts on the front office and 56% on CRM in the last three years. This reflects a focus on improving the digital customer experience and becoming more customer-centric. We're now seeing the wave of digitalization that has swept through retail banking move through SME business banking, which represents $1 trillion (20%) of bank revenues worldwide but sees the biggest gaps in funding and customer satisfaction (estimated at $5tr by the World Economic Forum).

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Best Practices in Social Listening FINANCIAL SERVICES AND INSURANCE

whitePaper | December 23, 2019

Whether you’re obtaining new clients or recruiting talent, the Financial Services space is incredibly competitive. In order to meet the collaborative and transparent demands of clients, firms must work to develop an involved community that’s loyal to them. With that goal in mind, customer satisfaction and relationship development are imperative, and—as clients seek out advisors and agents that are thought leaders and specialists, and Financial Services firms strive to become exactly that—personal branding is more important than ever. In fact, branding must become a focus of all client-facing employees.

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Credit-as-a-Service: Connecting customers and lenders to drive value

whitePaper | July 26, 2022

For a very long time, incumbent banks/financial institutions have remained the pillars or stalwarts of the banking industry. Be it a retail consumer or a business, banks have remained a one-stop solution for all their financial needs. However, financial institutions have had their fair share of challenges in the past decade, which have ultimately trickled down towards the end consumer and revolutionized banking as we know it.

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FINANCIAL SERVICES IN A CHANGED WORLD

whitePaper | May 6, 2022

Globalization and digitization were transforming the way we work even before the global COVID-19 pandemic, but going forward, flexible hybrid workspaces will be the norm. With that comes the expectation of equity and inclusiveness for employees, and more personalized, meaningful experiences for customers.

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WHAT TO KNOW BEFORE THE LAUNCH OF FEDNOW

whitePaper | April 30, 2022

As the demand for real-time payments grows, so does the need for financial institutions (FIs) to offer more robust access to faster and more efficient payments. The Clearing House’s (TCH’s) RTP network laid a solid foundation for use cases and connectivity protocols, but some FIs have been waiting for FedNow before deciding how to move forward. FedNow is finally about to launch.

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South Africa’s journey to a more inclusive banking ecosystem

whitePaper | September 28, 2022

Strong financial controls, a robust banking system and evolving payment technology are vital to the growth of the South African economy. Without the correct frameworks and systems, accessibility to it becomes a significant challenge – for the public and private sector alike.

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Spotlight

Zendesk

Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships. From large enterprises to start-ups, we believe that powerful, innovative customer experience should be within reach for every company, no matter the size, industry or ambition. Zendesk serves more than 150,000 customers across hundreds of industries in over 30 languages. Zendesk is headquartered in San Francisco, and operates offices worldwide.

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