Delivering excellent digital customer experiences has become a defining factor for financial services organizations today. The Financial Brand suggests that banks with customer-centric cultures are 60% more…

SEC Rule 10b-10 requires broker-dealers to send customers a written confirmation on or before the completion of a transaction. It also prescribes the type of information…

Connected digital ecosystems are forecast to generate one-quarter of all global revenue by 2030 – 80 trillion USD1, and businesses are eager to get their…

“Wait! Are you seriously going to fax me that request?” It’s a question echoing across workplaces in industries like healthcare, financial services, and law, especially…

The modern workplace expects more “jack of all trades” than specialists. It’s not a new phenomenon in traditional customer communications management (CCM) for an individual…

With inflation, rising interest rates and general economic uncertainty, last year presented several challenges for financial services institutions (FSIs). As we move into 2023, FSIs…

There’s one thing about data: it doesn’t lie. It’s either on or off, zero or one.  Data protection and threat remediation are like that, too….

If you faced a worker shortage, wouldn’t it make sense to optimize the time of the employees you do have?  According to the latest report…

It’s called cybercrime, but humans are at its core, and understanding how they operate is essential for combatting their actions.  While traditional cybersecurity tactics focused…

Fax in 2022? Why don’t you just send it over on a dinosaur! Or a carrier pigeon? Honestly, we’ve heard them all. But fax in…

A global pandemic. Mandatory lockdowns. Ever-changing rules and regulations. Online grocery orders. A shift to remote working, learning and telehealth visits. The last two years…

Reports on the death of fax are greatly exaggerated. Like clockwork, fresh headlines abound about its decline every year or yet another mandate to “axe…