CRM White Papers

Stay up to date with the latest CRM white papers from the global banking industry

Latest White Papers

C6 case study C6 sought an external partner to support its investigation team with an Enhanced Due Diligence (EDD) solution to support their customers' compliance needs....

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Transforming KYC operations Industry reports and commentary depict a financial services sector challenged by falling confidence and increasing regulatory pressure. At such times, bringing onboard new clients effectively...

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Filling in the Gaps Ismail Ali, director of marketing and product strategies for International Turnkey Systems (ITS), spoke to Islamic Business & Finance about completing product offerings to Islamic banks....

The Road to Disruptive Innovation for CXOs To re-establish trust and build loyalty among customers, the current environment makes it necessary for the CXOs to act fast for sustenance of businesses, as well as to stay ahead of the...

Putting CEx at the Centre of the Company Customer experience can become the crucial differentiator for financial services that are almost completely...

On-boarding the Mobile Channel in the Context of Multichannel Integration The mobile channel has the potential to revolutionize customer experience in retail banking, provided banks approach "going mobile" in a strategic and structured...

Enabling the Right People to Make the Right Connections at the Right Time via Social Intelligence Your customers are hanging out on social media Sites - and that's where you need to hang...

Islamic Banking in the Ascendancy Haitham Abdou, group director for marketing at International Turnkey Systems, explains how Western banks are investing more in the provision of financial services compliant with Shariaa law,...

Islamic Banking and Technology Challenges: How ETHIX Financial Solution Ensures Shariaa Compliance An IT solution that supports seamless and rapid establishment of a startup Islamic bank from the ground up, or allows the conversion of a conventional bank without operational hindrance, or...

Profiting from Customer Profitability Measurement An effective CRM strategy requires a deep understanding of a bank’s customers to better anticipate their needs for products and services and their preferences in terms of delivery channels....

Manage the data enterprise With millions of customers, hundreds of products and a variety of distribution channels to contend with, banks are facing increasingly complex data challenges. In order to stay competitive and...

Enterprise Event Management in Banks Event management has been used in the marketing area of banks for many years where ‘event based marketing’ has resulted in huge improvements in response and take-up rates. This white paper...

The Finance Information Factory The main system used by the finance function in banks has traditionally been the General Ledger however, increasingly over recent years financial work has been migrating to the data warehouse....

Enabling the Agile Enterprise with Active Data Warehousing This white paper shows how you can deliver fast, analytical information to front-line users to support thousands of decisions every day. An active data warehouse built upon a solid enterprise...