Next Generation Online Channel Reporting for Banking and Investment Firms

March 2007
CRM Magazine;Mar2007, Vol. 11 Issue 3, Special section p1
Trade Publication
The article focuses on customer relationship management in the financial services industry. Financial firms must shift into a customer centric approach to achieve organic growth by improving customer interactions through flexible services, infrastracture and technologies. Internet banking helps banks of all sizes retain their competitive edge and their customers. Retail banking has been altered by the online channel boom.


Related Articles

  • Banks Celebrate Victory over Web Financial Rivals. Roth, Andrew // American Banker;5/8/2001, Vol. 166 Issue 88, p17 

    Reports that banks in the United States have successfully coped with challenges presented by a wave of Internet financial services companies. Concern in the late 1990s that traditional banks would lose market share to entrants offering financial services over the Internet; Success of banks due...

  • U.S. Banks are Losing The Tech Creativity War. Sausner, Rebecca // Bank Technology News;Jun2010, Vol. 23 Issue 6, p16 

    An interview with Hong Kong-based financial services technology consultant Brett King is presented. When asked about Bank 2.0, he said that it looks at the intersection of the financial services sector with the customer. King thinks that U.S. banks have a lot to learn from Europe in the mobile...

  • More Bankers Expressing A Distaste for CRM Concept. Malhotra, Priya // American Banker;9/26/2002, Vol. 167 Issue 185, p12 

    Reports on the dissatisfaction of financial services industry from the use of Customer Relationship Management (CRM). Views of the chief executive officer of BITS Inc. Catherine Allen on the use of CRM; Failure of CRM initiatives in improving customer service; Alternatives to improve...

  • Impact of Future Trends on Banking Services. Tinnilä, Markku // Journal of Internet Banking & Commerce;Aug2012, Vol. 17 Issue 2, Special section p1 

    This paper looks into long term future trends by providing a literature review and analysis of future studies. The future trends include long spanning megatrends in addition to shorter term forecasts of the forthcoming phenomena. Based on the analysis, some key trends are recognized based on...

  • Pursuing the Underbanked.  // Point for Credit Union Research & Advice;10/1/2006, p15 

    The article reports that retail banks and card issuers in the U.S. are rushing to supply services to what they call the underbanked market. Entering the underbanked market resembles an earlier shift begun in the mid 1980s and picked up steam through the early 1990s, which was marketing and sales...

  • CONFERENCES.  // MEED: Middle East Economic Digest;9/23/2006, Vol. 50 Issue 38, p35 

    The article presents a calendar of events related to the financial services industry in the Middle East in 2006. The Abu Dhabi Conference 2006 will be held in Abu Dhabi, United Arab Emirates from November 12-13. The Middle East Retail Banking event will be held in Dubai, United Arab Emirates...

  • Accrued interest. Fielding, Michael // Marketing News;5/15/2005, Vol. 39 Issue 9, p41 

    Discusses the marketing approach of Western commercial banks and financial institutions for Muslim market. Accounts for the interest in attracting Muslim customers among retail banking companies; Areas of particular interest among banks in catering to a Muslim clientele; Differences in...

  • Best Branches Focus on Consumers.  // Point for Credit Union Research & Advice;8/1/2005, pN.PAG 

    Provides information on the resurgence of branch offices in the U.S. as of August 2005 according to a study by Deloitte Consulting LLP; Contrast between plan branch banking with retail banking; Disadvantages of customer engagement variation in bank branches; Importance of frontliners in...

  • El negocio de la banca minorista.  // Latin Trade (Spanish);sep/oct2008, Vol. 16 Issue 9, p5A 

    No abstract available.

  • Retail Strength Key To Success at Banks.  // National Mortgage News;6/27/2005, Vol. 29 Issue 40, p29 

    Talks about the contributions of retail banking skills to the success of regional banks in the U.S. Role of retail banking in revenue growth, cross-sales and fee revenue growth; Demonstration of better customer retention and cross-sale statistics; Improvement in quality service of banks.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics