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Top predictions for financial services in 2023

OpenText Information Management

With inflation, rising interest rates and general economic uncertainty, last year presented several challenges for financial services institutions (FSIs).

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Empower business users in financial services to elevate customer experience

OpenText Information Management

It’s not a new phenomenon in traditional customer communications management (CCM) for an individual to wear multiple hats – performing more than one role to provide the most value to a business.

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DORA: 1 year to go! Key recommendations for Financial Services to improve cybersecurity and resilience in multi-clouds

Thales Cloud Protection & Licensing

Key recommendations for Financial Services to improve cybersecurity and resilience in multi-clouds madhav Wed, 01/17/2024 - 05:46 The Digital Operational Resilience Act (DORA) will apply to the EU financial sector from 17 January 2025. As set out in its Article 2, DORA applies to the entire financial services sector.

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How to achieve high-impact personalization at scale with managed marketing services

IBM Big Data Hub

To help companies better deliver on their marketing vision and scale their marketing business processes, managed marketing services (MMS) offshore has become a fast growing trend. What are managed marketing services (MMS)? Marketing teams struggle to deliver relevant content and communications at scale.

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FCA Letter to E-Money Institutions: Why All UK Payment Service Providers Should Review Their Marketing Practices Now

Data Matters

require communications made to e-money customers and payment service or e-money promotions to be accurate and not emphasize any potential benefits of a payment service or e-money product (e.g., All UK payment service providers. The FCA has noted that its rules under BCOBS 2.3 lack of FSCS protection).

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The Bottom Line on Archiving Online Communications Under SEC Rules 17a-3 and 17a-4

Hanzo Learning Center

If you’re in the financial services industry, you’ve got a lot on your plate. You’re researching investments, advising customers, marketing your business, and maintaining strict compliance with a veritable alphabet soup of regulations.

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8 Interesting Predictions for the Intelligent Information Capture Market in 2022

Info Source

This trend also impacts how end customers communicate and interact in B2B and B2C environments, which is increasingly digital and involves a diverse set of input channels and formats. The other market dynamic is the shift to communicating via multiple input channels using a wide range of formats often related to the same “case.”