Abstract:For financial service institutions, the tone of a customer relationship is set during account opening. So the process should be fast and hassle-free. But it rarely is. This solution brief explains
the challenges of the onboarding process and provides steps for streamlining account opening and improving the customer's experience.

Abstract: The EMC Documentum family of products helps financial services institutions manage all types of content across multiple departments within a single repository. Download and read this overview document that provides a snapshot of some of EMC Documentum's solutions for retail, commercial banking and securities.

Abstract: Lending is a highly competitive business. When market conditions deteriorate, lenders often focus on reducing time-consuming exception items, booking loans earlier in the process, lowering unit costs, and improving the customer experience. Learn how to adopt a more efficient processing model by reading this solution brief.

Abstract: Industries such as banking produce large volumes of electronic statements that qualify as legal records and must be archived. Retaining these statements and invoices in a compliant archive that preserves document authenticity, integrity and readability enables companies to comply with regulations and good governance policies. It also provides an opportunity to improve customer services, increase customer satisfaction and reduce costs. Learn how by downloading this valuable resource.

Abstract: Building and strengthening relationships with high net worth individuals is of paramount importance to every wealth management firm. Maintaining those relationships is not without challenges. Greater access to information has led to more sophisticated investors which has led, in turn, to greater demands placed on wealth management firms. Investors increasingly demand global investment advice, complex products, better service, and more sophisticated portfolio reporting.

Abstract: Crucially, the range of uses for unstructured content has expanded. Financial institutions need ways to access information within their business units, exchange information with other systems, review and approve documents, and validate them with other data sources. And, to enhance efficiency and profitability, they need to do this in a cost-effective way while reducing exceptions.

Abstract: New account opening can be problematic for financial institutions though it is the cornerstone of a profitable, long-term relationship. This paper helps you understand the opportunities enrollment presents to create a loyal customer, examine the strengths of enterprise content management in "fixing" enrollment, and explore deployment guidelines and suggestions.

Abstract: Financial services providers produce large volumes of statements that must be archived to address a range of business, regulatory, and legal requirements. They need to not only manage this information, but also their customers' ability to access it. After all, consumers expects 24/7 access to everything from savings and checking accounts to retirement and trading account records. Organizations that don't meet these expectations risk customer dissatisfaction and churn.

Abstract: This white paper describes several manual processing challenges that are common for mortgage application and insurance claims processing as they pertain to litigation risk, slow response times, data inaccessibility, and operational bottlenecks. A business case is made for the necessity of an imaging and business process management automation system with centralized storage. Finally, the integration of EMC Documentum and EMC Centera™ is examined as a solution capable of meeting corporate governance and compliance needs regardless of geopolitical boundaries.

Abstract: This report from analyst firm The Tower Group examines the enterprise management, retrieval, and delivery of electronic content as a force that drives many business decisions and processes, reduces costs, and improves operational efficiency. The report outlines how financial services institutions (FSIs) can create a new approach to handling diverse content and realize immediate benefits by approaching ECM with a clear understanding of what is needed to separate and manage high-value content.

Abstract: Looking for ways to increase your competitive advantage? Step one: Orient your company to meet demanding customer service. In a diverse and competitive financial services market, customers have high expectations for innovation, convenience, and on-demand self-service.

Abstract: When it comes to the opening of an account for a new customer there is a lot at stake. A new customer’s experience in the first 90 days drives whether they will add additional banking services or discontinue their account altogether. An effective new account and onboarding process can provide a positive customer experience that sets the stage for cross selling of new and existing customers. Simultaneously, a more streamlined system will improve customer communications, increase organizational productivity and decrease the high costs of customer acquisition.

Abstract: Listen as Tower Group analyst Craig Focardi discusses key challenges and the role of content management in loan origination and post-loan servicing, as well as the ways that content management can streamline and reduce the costs of these processes. Then watch Crown Partners demonstrate their content management system for mortgage and consumer lending origination and servicing.

Abstract: Learn about a turn-key solution for processing higher volumes of loans and improving service levels without increasing operating costs! Crown Partners presents their DIGIFirst solution, a solution that helps scan operators, loan processors, underwriters, operations managers, and loan officers each do their jobs better, working more efficiently and effectively as an organization. You will see how loan packages are received and processed from beginning to end in a real life scenario.

Abstract: Learn what you must do to develop a strategic approach to e-statements. How you create, manage, store, and make statements available for legal purposes can affect your ability to stay in business. EMC has a solution to manage all aspects of your customer communications. During this webcast you'll learn how the solution helps you:
* Go from paper to e-statements to save a lot of money
* Take the worry out of compliance and e-discovery with a proactive approach to e-statements