White papers
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Analysts reports
How to create a compelling customer experience
CIO magazine, Adobe (May 23, 2011)
View a webcast by CIO magazine with Adobe Senior Vice President Rob Tarkoff and financial services company Investment Café on today's customer experience imperative.
Financial Services Companies: Poor Customer Experience Hurts The Bottom Line
Forrester Research (Jun 01, 2010)
Financial services companies lose business because of bad customer experience, and while customer experience is worst in the financial services industry, these problems are fixable.
Improve bottom line by creating positive customer experiences
Forrester Research
Negative customer experiences have been found to have a direct impact on a customer's likelihood to purchase and recommend an institution's products.
Using Technology to Engage Retail Banking Customers
Gallup Consulting (Jun 07, 2011)
Learn what others are doing to establish meaningful bonds with customers across multiple channels - like the web, RIAs and mobile devices.
Waters article: Kids in a candy shop
Waters (Sep 09, 2011)
JP-Morgan's broker-dealer services division uses rich Internet technology to re-architect its broker workstation.
Bank Systems & Technology interview with Adobe
Bank Systems & Technology (Jun 07, 2011)
Banks are implementing systems to improve compliance, risk management, and operational efficiency.
FST executive interview
Financial Services Technology
FST talks with Adobe about the benefits of making a connection with your customers
FST industry insight
Financial Services Technology
FST talks with Adobe about managing electronic documents
Digital Services: Building a Foundation for User Experience
Adobe, Financial Insights
One of the ways financial institutions are differentiating themselves and improving client satisfaction is with investment in digital services.
Business as Usual? The Future of IT Investment in Retail Banking
Datamonitor (Mar 09, 2011)
This paper explores how to understand the effects of the financial crisis on technology priorities.
Customer Onboarding, Best Practices
Forrester Research (Apr 27, 2009)
Applying best practices to customer onboarding can help business process and apps professionals save money and even help push green IT forward.
Adobe POV
Why CIOs must create compelling customer experiences
Adobe
Watch commentary on new research about the benefits and drivers of delivering superior customer interactions with Adobe president and CEO, Shantanu Narayen, and Karl Gouverneur, CTO of Northwestern Mutual.
Adobe for banking solution portfolio
Adobe
Learn more about Adobe's solutions for banking in this series of briefs.
Digital services for banking
Adobe, Financial Insights
Learn more about how your institution can provide a robust and coherent digital services strategy in this series of papers
Account enrollment solution portfolio
Adobe
Get the details on how you can make it easier for customers to open accounts and enroll for new products and services.
Branch servicing solution brief
Adobe
Download this PDF portfolio for details on how you can use technology to improve customer interactions in the branch.
Agent productivity solution portfolio
Adobe
Download this PDF portfolio for details on how you can enable your agents to maximize every customer relationship.
Broker productivity solution portfolio
Adobe
Download this PDF portfolio for details on how you can enable your brokers to maximize every customer relationship.
Claims processing solution portfolio
Adobe
Download this PDF portfolio for details on how you can use technology to streamline and simplify claims for everyone involved.
eMortgage enablement solution portfolio
Adobe
Download this PDF portfolio for details on how you can use technology to automate and streamline the mortgage process
Consumer loan automation solution portfolio
Adobe
Download this PDF portfolio for details on how you can accelerate loan processing from origination to fulfillment.
Commercial loan automation solution portfolio
Adobe
Download this PDF portfolio for details on how you can accelerate loan processing from origination to fulfillment.
Adobe for capital markets solution portfolio
Adobe
Download this PDF portfolio for details on how you can use technology to get the highest return on your investment in customer relationships.
Adobe for insurance solution portfolio
Adobe
Download this PDF portfolio for details on how you can use technology to maximize every customer relationship.
Digital services for insurance
Adobe
Learn more about ways your institution can provide a robust and coherent digital services strategy.
iStatements solution brief
Adobe
Interactive statements help financial services firms boost profitability, improve customer satisfaction
Digital Services Play a Key Part in Customer Acquisition and Retention for Retail Banks
Adobe, Financial Insights (Jun 01, 2011)
This paper compares customers’ use of and satisfaction with specific digital products available and defines those that stand out as needing further investment.
Both Businesses and Bankers See the ROI of Digital Services for Commercial Banks
Adobe, Financial Insights
As banks jockey for position and businesses seek not only a safe harbor for their deposits but also a bank with which it is easy to do business, digital services are a high priority.
Digital Services Play a Key Role for Insurers and Agents
Adobe, Financial Insights
In the spring of 2009, Financial Insights conducted a survey of insurance agents/brokers from the United States, the United Kingdom, France, and Germany on financial digital services.
Education papers
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