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The evolution of modern-day banking and finance
The modern-day banking and finance industry is entirely different from a decade ago. Change is the only constant in this 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, improve operational performance, and increase customer security.
How Information Mapping® helps
- Design and develop clear, easily understood policies, procedures, and documentation that ensure compliance.
- Design e-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 complete, accurate product information that supports the performance of financial advisors and increases customer satisfaction.
