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financial services

Three use cases for cloud fax in financial services

Fax is so secure that faxed documents and signatures are recognized in the courts as being legally binding. It stands to reason, then, that fax would be the bedrock of financial…

July 12, 2023 5 minutes read
Accounts Receivables Reconciliation: A timely solution for late payments 

Accounts Receivables Reconciliation: A timely solution for late payments 

In 2022, more than half of all businesses reported they have experienced late payments. Those who have found themselves waiting on a late payment have…

July 8, 2022 4 minutes read
Providing a superior experience for commercial banking customers

Providing a superior experience for commercial banking customers

The banking industry—which includes retail banks and credit unions, wealth and asset management firms, and corporate and treasury divisions—faces severe challenges. It’s become more important…

June 7, 2021 2 minutes read
Could digital fax be a secret weapon for cybersecurity in financial services?

Could digital fax be a secret weapon for cybersecurity in financial services?

Last year, a foreign exchange company in the UK, Travelex, cited cyberattack as a key factor in its decision to file for bankruptcy. It’s estimated…

April 19, 2021 4 minutes read
What is software implementation?

What is software implementation?

Every year, organizations all over the world implement new software packages and systems. Every year, many of those organizations struggle to realize the benefits of that software implementation.  Having…

April 19, 2021 8 minutes read
Key financial services trends as the world emerges from COVID-19

Key financial services trends as the world emerges from COVID-19

In January, I wrote a predictions blog that said the priorities of the financial services industry would not change greatly over the next 12 months!  Of course, no one could have seen the…

October 5, 2020 6 minutes read
Nurturing relationships while working remotely

Nurturing relationships while working remotely

In the midst of media reports of job cuts and business closures, the Bank of America has just announced the hiring of 1700 new employees…

March 24, 2020 5 minutes read
Why trusted advice is vital in uncertain times

Why trusted advice is vital in uncertain times

There’s a danger that writing a blog focused on the current Coronavirus outbreak could be seen as a cynical marketing ploy. But I’m going to…

March 16, 2020 5 minutes read
The state of AI and information readiness in banking

The state of AI and information readiness in banking

According to a new report on the global banking industry from Finextra, 45% of retail banks say they can onboard a new customer in under 40…

February 27, 2020 4 minutes read
Information Advantage for Financial Services in 2020

Information Advantage for Financial Services in 2020

It’s that time again when we look ahead to the year to come. For 2020, we’re going to see financial services companies accentuate and accelerate…

January 6, 2020 5 minutes read
Striking a balance between security and usability of sensitive data

Striking a balance between security and usability of sensitive data

Last year, the number of personal records exposed by cyber attacks on the financial services industry was an incredible 446,575,334 – more than triple from…

December 4, 2019 4 minutes read
Employee experience drives customer experience

Employee experience drives customer experience

The 2019 Financial Brand report showed that ‘removing friction from the customer journey’ is one of the key priorities within retail banking this year. For…

August 13, 2019 5 minutes read
An introduction to 360 degree threat detection

An introduction to 360 degree threat detection

According to Accenture, the cost of cybercrime to US Financial Services companies rose 40% between 2014 and 2017, on average costing companies over $18 million…

July 25, 2019 6 minutes read

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