Today’s financial services organizations recognize that success starts with strong relationships built on trust and transparency. In a competitive market, a company’s employees can make or break these crucial relationships through their interactions with customers. That’s why businesses — from wealth management and insurance firms to banks and credit unions — are investing in automated workforce solutions to help them attract, engage, and retain top talent while controlling costs and driving exceptional service.
Managing a diverse workforce of exempt and nonexempt employees across back-office, contact center, and frontline operations is no easy feat. Finding and keeping best-fit employees is challenging enough, but you also need to optimize day-to-day functions like time and attendance, scheduling, payroll, labor cost and productivity tracking, and compliance management to stay competitive and profitable. Given this complexity, it is not surprising that management teams are not alway
Join us for an informative webinar and learn how easy it can be to create exceptional value through FP&A. You will hear case studies describing how leading insurance companies worldwide have been able to move beyond Excel and save time, enhance companywide collaboration, and improve business decisions - ultimately resulting in higher revenues and profits. And you'll also see a demo of how Adaptive Planning's award-winning software creates value for insurance companies.
The EU General Data Protection Regulation (GDPR) represents a significant step change for data protection across EU member states. The EU GDPR also brings with it serious implications for organisations who suffer a breach. People will always make mistakes – and in busy and stressful workplaces such as banks and insurance firms the likelihood of this increases. Without the right processes and technologies in place to help avoid mistakes, sensitive client information remains at risk. This white paper provides financial services organisations with a four-step process to ensure compliance.
Published By: Brainshark
Published Date: Oct 16, 2013
Banking, insurance, securities and investment firms are challenged to keep employees, broker dealers, investors and others current in a world of constant change. Enabling video and mobile communications is the most efficient way to clearly communicate and stay ahead of competitors and changing regulations. Discover how 8 out of the top 10 US financial institutions use Brainshark communications to increase compliance, decrease risks, and lower the costs of communications.
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