Join your peers at KMWorld 2018 in Washington DC. Save $200 off your KMWorld Pass with Early Bird pricing.

 

Financial Services

Assembling this list is never easy, but for the editorial colleagues, analysts, integrators and select group of users who chose which products belong on it, this year has been especially difficult. Posted August 31, 2007

In this new era of risk management, the most successful financial services firms are those proactively managing the information, applications and policies that drive their business. From the first customer contact to the last back-office process, having 360-degree oversight makes the difference between a system with the basic mechanics and one that works effectively for the entire enterprise. Posted August 31, 2007

Every CEO and CFO would be dumbfounded to learn that the statements, bills and policies they send to their customers are quality controlled by a visual inspection of roughly 1,000 pages. What is more surprising is that changes are constantly being requested by marketing and sales... Posted August 31, 2007

The key departments involved in policy management operations are new policy sales, central document processing and customer service. Incoming new policy sales volume is 20% paper and 80% fax/email. This is further divided into standard workflow and exception items. Posted August 31, 2007

Financial services institutions (FSIs) have done a great job leveraging e-channels so that customers can skip standing in line or hanging on the end of the phone. From ATMs to online banking, FSIs have been ahead of the curve in deploying automated self-service. But to do it right, self-service and one of its core enablers, knowledge management (KM), must deliver the service experience customers really want. From our work at major FSIs, we have identified four customer expectations... Posted August 31, 2007

As financial institutions focus on driving more traffic to their sites, they are missing a very real opportunity to convert more of those visitors into customers. Innovative online marketing techniques have proven effective in generating traffic from targeted audiences, but conversion remains a challenge. Posted August 31, 2007

Increasing competition. Consolidation. Waning customer loyalty. Increasing customer expectations. While these challenges are profound, they are far from being intractable. In fact, successful companies are not only weathering the storm, but they are also turning these challenges into opportunities for competitive advantage. Posted August 31, 2007

For financial services organizations, automating processes is more than a means of shaving a few bucks here and there. For them, automation is everything. Financial services companies of all kinds—retail and commercial banks; brokerages; mortgage companies—rely on technology to gain new customers, retain existing customers and persuade the fence-sitters that a better life awaits them. Posted August 31, 2007

SpringCM releases V. 3.9 Posted August 31, 2007

ClearStory adds new capabilities to ActiveMedia Posted August 30, 2007

AskMe introduces "Azo" Posted August 29, 2007

Coveo integrates its SharePoint search with CES Posted August 29, 2007

iWay 2007 released Posted August 29, 2007

TOWER and Vital Path join forces Posted August 23, 2007

Business semantics management Posted August 21, 2007

Broad new legal solution on the horizon Posted August 20, 2007

Teragram introduces MyGADs Enterprise Edition Posted August 15, 2007

Wave Software to process Notes NSF files Posted August 15, 2007

Astoria and In.vision Research partner Posted August 13, 2007

BPM and workflow solutions Posted August 13, 2007

Integrates with Adobe CS3 Posted August 13, 2007

SumTotal Systems releases new suite Posted August 09, 2007

Authoring, collaboration and publishing Posted August 09, 2007

Combines BPM, EA and BPA Posted August 09, 2007

Jivespace community launched Posted July 25, 2007

DAM services for outsourcing provider Posted July 18, 2007

Announces Version 4.0 Posted July 16, 2007

Posted July 12, 2007

Expanding KM and project management offerings Posted July 10, 2007

Xythos releases XoD 1.6 Posted July 09, 2007

Corticon and Trinity Millennium partner Posted July 09, 2007

Composite Information Server 4.5 Posted July 09, 2007

ISYS integrates with SharePoint Posted July 02, 2007

Open Text announces new suite Posted July 02, 2007

eTouch enhances software Posted July 02, 2007

Altus unveils platform upgrade Posted June 25, 2007

LogiXML adds GIS integration Posted June 25, 2007

Knowledge Workers Marketplace Posted June 22, 2007

Inforsense supports all SQL databases Posted June 18, 2007

Posted June 18, 2007

Recommind's Decisiv Email Posted June 12, 2007

OutStart unveils SellingEdge.com Posted June 12, 2007

Attensity automates fact-finding Posted June 11, 2007

Enterprise customer engagement Posted June 04, 2007

LogiXML releases upgrade Posted June 04, 2007

Astoria On-Demand for structured content management Posted May 30, 2007

Newly independent Axceler Posted May 30, 2007

BPM with the Kofax Document Exchange Server Posted May 30, 2007

Full Documentum integration Posted May 30, 2007

Business Objects to acquire Inxight Posted May 23, 2007
Pages
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49

Search KMWorld

Connect