July 07, 2017The Client Journey: Pain Points and Segmentation

road-mountainsWhile “client experience” is an everyday industry term these days, this wasn’t always the case. When WealthBriefing published a research report on client experience in 2014, the term had plenty of firms scratching their heads. Today, many financial institutions have senior executives or whole departments dedicated...

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June 29, 2017The Age of the Customer, Featuring Forrester Insight

women-mobile-phonesIn our webinar, The Future of Banking: Adopting Innovative Technology, guest speaker Alyson Clarke from Forrester Research explored how groundbreaking technologies have empowered customers and given rise to a new era of digitalization. The smartphone is the most recent example of how technology can transform how...

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June 01, 2017How to Tackle Compliance in APAC

tackle-compliance-apac!At this year’s Innoxcell Annual Symposium in Hong Kong, Appway hosted a discussion session entitled Capturing and Preventing Anti-Money Laundering (AML) Risks with Client Onboarding and Reviews. I was joined by Samuel Lung from Ernst & Young to talk about how financial institutions in APAC can...

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May 22, 2017How Banks Can Empower Employees with the Right Solution, Featuring Gartner Insight for Financial Services CIOs

Empower EmployeesLast year, BBVA Executive Chairman, Francisco González, declared that “improving productivity is the biggest challenge that companies face today.” This challenge isn’t just being noticed by those in senior banking positions.In Gartner’s report, 2017 CIO Agenda: A Financial Services Perspective (February 2017), David Furlonger states...

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May 19, 2017CRM II: How Banks Can Stay Compliant Yet Flexible

flexible-silhouette!Since 2014, the Client Relationship Model II (CRM II) regulation has become a hot topic in the Canadian financial services industry because of its influence on banking practices in Canada. CRM II aims to protect investors from false investments and provide them with comprehensive information about...

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May 11, 2017Consumer Protection in Europe: What It Is and Why It’s Important

EEA consumer protection!After the economic crisis shook the world in 2008, a wave of consumer protection initiatives hit the global financial industry like a tsunami. More than ever before, it became crucial to protect customers from bad investments, losses, and illegal conduct perpetrated by financial institutions.Since...

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May 04, 2017FAQ: Compliance and Onboarding in the U.S.

question-mark-faq!It's no secret that keeping up with compliance changes has caused a number of headaches for banks across the U.S., especially when it comes to client onboarding. We often field questions from our clients wondering what they can do to maintain compliance despite an ever-changing regulatory...

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April 27, 2017Why the Platform is the Best Bet for Banks, Featuring Gartner Insight for Financial Services CIOs

Appway Platform Best Bet!Last week, I wrote about why a digital onboarding solution is the best option for digitalizing banks based on insights from Gartner’s 2017 CIO Agenda: A Financial Services Perspective (David Furlonger, February 2017). Now let’s talk about why implementing a solution that unifies...

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April 20, 2017Digital Onboarding: No Pain, All Gain

online shopping!Booking a hotel online? A couple of minutes.Buying an intercontinental flight online? A few minutes.Buying a wonderful pair of shoes online and getting them delivered to your front door? One day.Opening a simple bank account online? Weeks! But only if you’re lucky and your bank...

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April 06, 2017How Digital Innovation Is Transforming Banking, Featuring Gartner Insight for Financial Services CIOs

digital transformation journey!We've arrived in the Digital Age. But does this mean that all businesses are digitally advanced? In short, no.Digitalization is an ever-evolving process, and many CIOs in the financial services feel they’re not meeting industry expectations when it comes to digitalization and innovation.In its...

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