Client Onboarding: Estimating for the future (Part 2 of 2)

By R. Kamath

In the previous post, we saw how client onboarding is being deeply affected by the changes happening in asset and wealth management – changes that are being driven mostly by investors, financial professionals and regulators. Many financial institutions are actively looking to improve the onboarding experience to improve their client acquisition, retention and cross-sell metrics, and are making technology investments towards this end. Onboarding processes can be long and complex, which means these investments are often not trivial.

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Competing for Policyholder Retention Via Best in Class Claims Handling

Everybody can appreciate a fresh start. A new year, new president, new diet, whatever it may be, if it’s new it invariably offers a chance to overhaul, reassess, or rearrange. In some cases, a new beginning can also be good for business. Take, for instance, what happened at a large Property & Casualty Insurance Carrier when a new Chief Claims Officer joined the company.

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The Power of Interpersonal Skills in Project Management Project Management Series

This Project Management Series will highlight the top three interpersonal skills with the power to influence successful project and program management. These same interpersonal skills apply to business success. We continue the series by revealing the #2 most important interpersonal skill for Project Managers to employ. Stay tuned for the #1 most important interpersonal skill for Project Managers.

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The Power of Interpersonal Skills in Project Management Project Management Series

This Project Management Series will highlight the top three interpersonal skills with the power to influence successful project and program management. These same interpersonal skills apply to business success. We continue the series by revealing the #2 most important interpersonal skill for Project Managers to employ. Stay tuned for the #1 most important interpersonal skill for Project Managers.

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The Power of Interpersonal Skills in Project Management Project Management Series

This Project Management Series will highlight the top three interpersonal skills with the power to influence successful project and program management. These same interpersonal skills apply to business success. We’ll start by revealing the #3 most important interpersonal skill for Project Managers to employ.

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SIMEAWG Annual Meeting

The SIMEAWG – or Society of Information Management (SIM) Enterprise Architecture Working Group – will host its annual meeting on January 15th, 2013 in Atlanta. This EA Working Group is comprised of about 70 individual members from the national SIM community. This year, the main topic of discussion at the upcoming annual meeting will be SIMEAWG’s publication of its annual research report on Enterprise Architecture practices, which will be based on the data collected in the 2012 survey.

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Data Dashboards

LiquidHub has defined a data discovery approach to solving the complex information aggregation challenges companies are facing. This approach flips the traditional approach around; Rather than a large upfront initiative to develop data warehouses and enterprise data infrastructure, it begins with creating targeted business dashboards from the existing information available within the firm.

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Client Onboarding: Keeping Up With the Future

By Christine Pallone

Across all businesses, money is time and time is an increasingly scarce commodity. As a result, companies have to be both smart and efficient – both financially and technologically – with their business processes. In the financial services industry, where corporate mergers, new technologies and a growing list of global regulatory requirements and standards make headlines on a regular basis, Client Onboarding is an important program to gain the needed competitive edge.

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