Financial Services Whitepapers

forms digitization and modernization: incorporating wcag compliance into your redesign

Sponsored by: Adobe Published By: Research Desk Released: Dec 03, 2020

For firms focusing on digital transformation, customer-facing forms are an area that got a lot of lip service but little true attention. But COVID-19 highlighted the problems with the document- and fo...

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driving operational resilience in financial services

Sponsored by: Everbridge Published By: Research Desk Released: Oct 30, 2020

Anticipating every crisis scenario is nearly impossible in today’s complex environment. A key consideration is that multiple threats now may occur at the same time. It is unlikely that any instituti...

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digital transformation in financial services

Sponsored by: Pagerduty Published By: Research Desk Released: Aug 27, 2020

The financial services industry is in a state of radical transformation. As fintech startups strive to disrupt the industry, legacy financial services companies can be held back by complex infrastruct...

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three common sales pitfalls for financial services—and how to overcome them

Sponsored by: Conga Published By: Research Desk Released: May 06, 2020

Cut back paperwork and build trust Your clients need your help to navigate uncharted financial waters. They’re looking for transparency, engagement, and they want to know they can trust you. With...

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pwc report: how to harness ‘disruption’

Sponsored by: PWC Published By: Research Desk Released: Feb 21, 2020

PwC’s report takes an overview on how business leaders across financial services can turn disruption to their advantage. Read thePwC’s findings on the strategic capabilities and competitive streng...

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dataops: moving financial services organizations into the new economy

Sponsored by: Hitachi Published By: Research Desk Released: Feb 19, 2020

To meet today's challenges, financial services organizations must bring data resources together to create personalized customer experiences, optimize existing processes through automation, increase cy...

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dx checklist: apply the top five digital and data trends in banking

Sponsored by: Hitachi Published By: Research Desk Released: Feb 19, 2020

Powerful forces are reshaping the retail banking and payments industry. As a result, full-service banks are being challenged by agile, “digital-first” competitors who are aggressively pursuing cus...

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digitally transform: 5 steps to financial services customer-centricity

Sponsored by: Hitachi Published By: Research Desk Released: Feb 19, 2020

A recent global study revealed that more than a third of financial institutions expect to undergo a major digital transformation over the next two years, emerging as significantly different companies ...

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what are consumers thinking

Sponsored by: Finastra Published By: Research Desk Released: Oct 21, 2019

Just like in any part of today’s society, we all want something different, and we all want it now! Community banks and credit unions can’t afford to have a “good enough” attitude towards busin...

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open banking and digital transformation

Sponsored by: Equinix Published By: Research Desk Released: Sep 23, 2019

Open banking allows consumers better access to their data, enabling them to make better choices about financial products and services. Regulators support open banking in order to drive financial servi...

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