Banking and Financial Services

The evolution of banking and finance

Change is the only constant in the banking and finance industry. Evolving products, new markets, increasing competition, mergers and acquisitions, and new technologies are among the major change drivers.   

Along with this evolution, banking and financial organizations must operate in compliance with the requirements of the FDIC, OCC, OTS, SEC, and other regulators. That’s why an increasing number of banks, credit unions, credit card companies, investment brokers, and other financial institutions are improving their documentation to

• reduce costs and financial risk,
• improve operational efficiency, and
• increase customer service and security. 

How Information Mapping helps

• Design and develop clear, easily understood policies, procedures, and documentation that ensure compliance.
• Design content architecture that supports quick retrieval of accurate, up-to-date information by customer service personnel and salespeople.
• Significantly increase customer satisfaction while reducing costs of call center operation.
• Capture and document best practices in order to streamline merger and acquisition processes.
• Create accurate product information that supports the performance of financial advisors and increases customer satisfaction.