The Secret to Winning with New Technology

May 18, 2010 1:32:42 PM

By Andrew Tilbury
There is a software delivery method that has the potential to transform the way your financial institution operates.  It can expand your customer base, allow you to offer more services faster and at a lower cost, and differentiate you from your competitors.
What is this revolutionary technology?  SaaS.
SaaS — which stands for “Software-as-a-Service” — [...]

Microsoft Leaders Forum

November 20, 2009 11:28:42 AM

Community based financial institutions are looking for ways to improve and/or maintain margins. One approach is to grow deposits, but a more promising method is to focus on cost-reduction areas.

Six Strategies For Boosting Cost-Efficiency in Financial Institutions: Strategy 6: Keep the System and the Interfaces Simple

October 30, 2009 7:13:20 AM

Reduce Costs at Every Step in the Process
To continue to receive the benefits of efficiency and cost saving created by these strategies, don’t forget to do everything possible to make the entire system easy for people to learn and use and easy for your IT department to maintain.
Simplify all user interfaces and make them straightforward [...]

Six Strategies For Boosting Cost-Efficiency in Financial Institutions: #5, Automate Document Indexing

October 23, 2009 10:36:36 AM

Bypassing Human Error Eliminates a Huge Time-Waster
With increased volumes of document images being performed by employees across an institution, the potential exists for human error in the way documents are indexed. Every such error short-circuits the speed and ease of data retrieval and produces cumulative downstream errors.
Consistency is the basic principle of file indexing. Select [...]

Six Strategies for Boosting Cost Efficiency: #4, Group Documents by Account-Holder

October 9, 2009 10:29:10 AM

Logical Structuring of Information Dramatically Improves Customer Service—and Efficiency
Does your call center still require your customers or members to wait for 24 hours to gain access to the transaction? Does a teller need to consult records in two, three or more places to process the transaction or to answer a question about it later? When [...]