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Top predictions for financial services in 2023

OpenText Information Management

With inflation, rising interest rates and general economic uncertainty, last year presented several challenges for financial services institutions (FSIs).

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Is Your Customer Experience Future-Ready?

Reltio

Blake Morgan , Customer Experience Futurist, makes her point in the Forbes article Five Trends Shaping the Future of Customer Experience In 2019. According to her, “customer experience (CX) is now seen as a key business strategy for every brand.”

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The Financial Service and Insurance Industries Need Intelligent Document Processing; Here’s Why

Rocket Software

Analyst firm IDC recently published a Vendor Spotlight report featuring ASG Mobius Content Services (Mobius) and its applications in the financial service and insurance industries. With Mobius, teams can focus on higher-value tasks, like enhancing the customer experience. Read the full IDC Vendor Spotlight here.

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Summary – “Industry in One: Financial Services”

ARMA International

The scope of a records and information management (RIM) program in financial services can seem overwhelming. Compared to other industries, the complexities of managing records and information in financial services are arguably some of the toughest to solve, primarily because of the intense regulatory scrutiny.

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Digital Preservation -- High Stakes for Finance and Insurance Companies

AIIM

AIIM believes that digital preservation needs to be viewed through the prism of a set of Intelligent Information Management capabilities that are integral to delivering upon the Digital Transformation challenge of understanding, anticipating, and redefining internal and external customer experiences.

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Top 6 Best Practices for Data Governance

Collibra

Data governance is a very intricate field, so implementing and sustaining data governance comes with a suite of challenges. Luckily, thousands, if not millions, of organizations use data governance to improve their operations, so you can learn from others’ mistakes and successes. Focus on the operating model.

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In Times of Rapid Change, Business Process Modeling Becomes a Critical Tool

erwin

With it, an organization can explore models to understand information assets within a business context, from internal operations to full customer experiences. Industry and government regulations affect businesses that work in or do business with any number of industries or in specific geographies.