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Posts tagged with "treasury management"

05/16/2018

Your bank can automate treasury onboarding. But should you?

Let’s reflect on a few spectacular technology failures that were in the news. Facebook’s massive data scandal has everyone questioning the wisdom of taking that BuzzFeed quiz while they should’ve been working, leading to distrust of big data and speculation that it’s turning into Big Brother. And the tragic deaths caused by Uber and Tesla’s…

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03/07/2018

Learnings from the Main Stage at DX18

Deluxe Exchange 2018 (DX18) in Boca Raton last month was packed with exclusive, thought-provoking content, innovative solutions to industry issues, and dialogue that helped attendees navigate their day-to-day priorities and long-term business transformations. DX18 brought together leading industry experts as well as treasury management, marketing, and retail executives responsible for market growth. It was all…

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07/28/2017

Can Onboarding Lock-in B2B Client Loyalty?

Research shows 7 in 10 corporate customers ready to switch banks Mention the concept of loyalty, and many of us think immediately of our college alma mater or favorite pro sports team. For others, it’s a product or service we swear by, perhaps a car or a sweatshirt we’ve held onto far past its natural…

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04/01/2017

3 Culprits that Sabotage Customers’ Treasury Onboarding Experience

“Banks must remember that customers want outcomes, not onboarding,” says Joanne Pollitt, principle executive adviser with CEB, a best practice insight and technology company. Onboarding is more than just a process. It has a significant impact on a bank’s time-to-revenue, ability to mitigate risks, profitability, and most importantly their client’s experience. For better or worse,…

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