This is the fifth post in a series looking at what keeps financial services organizations from creating more of a TurboTax-like experience for their customers—i.e. a guided experience model, making... […]
James Watson provides a quick overview of why it’s important to have an overall strategy for electronic forms as part of an initiative to implement end-to-end digitization of business processes. […]
This is the third post in a series looking at what’s blocking financial services organizations from creating a more TurboTax-like experience. (To read the first post, click here.) […]
Most organizations that are implementing enterprise capture have a vision for document ingestion: They want to provide their staff and customers with a common mechanism for submitting documents... […]
Over the past few years, we've seen many clients neglect their customer communications management (CCM) environment. These clients have fallen several versions behind when it comes to CCM solutions.... […]