Digital Services Resources

ROI Calculator

Answer a few quick questions and find out how your processes measure up to those of your competitors.
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Digital Services Play a Key Role in Acquisition and Retention

A new survey reveals prime areas for digital investments that boost customer retention.
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Improving Account Enrollment Processes to Increase Customer Loyalty

Streamline the account opening process for better customer relationships and deeper loyalty.
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Improving Correspondence Management for Financial Services Firms

A unified platform for customer correspondence improves quality while controlling costs.
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Executing on a Customer Engagement Model

Strengthening customer relationships across multiple touch points can lead to impressive bottom-line results.

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Digital Services: Building a Foundation for User Experience

IDC's Financial Insights explains how leading banks are using online and mobile channels to meet customer expectations.

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Digital Services Play a Key Role for Insurers and Agents

Survey says: Savvy insurance companies and agents in the U.S. and Europe know the importance of electronic channels.

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Both Businesses and Bankers See the ROI of Digital Services

Businesses and bankers plan to increase digital investments with an eye to security and service quality.

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Credit Unions’ Online Channel Budgets Growing By 15% -- Or More

February 3, 2010

With the financial crisis beginning to disappear in the rear-view mirror, financial services firms are slowly beginning to grow less nervous about their survival and are beginning to focus on strategic priorities. For credit unions, the online channel has become a priority as budgets for this channel are projected to increase, according to a recent report from Aite Group.

Posted by Peggy Bresnick Kendler

30-Somethings are Most Tech Savvy, Survey Finds

January 27, 2010

When it comes to the online channel, one tends to think that the younger an individual is, the more technologically proficient and comfortable with online tools he or she will be. But it turns out that the group most engaged with the online channel is actually made up of those in their 30s.

Posted by Peggy Bresnick Kendler

Financial Services Trends in 2010: It's The Year of the Customer

January 21, 2010

During the first several weeks of a new year, "What's Hot" lists of all kind bombard us with predictions of what’s going to be hot in all areas from music and fashion to residential neighborhoods. What's top-of-mind for 2010 in the world of financial services? The customer, according to three new reports.

Posted by Peggy Bresnick Kendler
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