Umpqua Bank wanted to deliver on its commitment to keeping its account holders informed, but this commitment presented a challenge when it came to compliance and audit considerations such as email retention and retrieval. Strategic discussions between the bank and Harland Clarke Digital revealed that Harland Clarke Digital’s SM:Vault archival solution was ideally suited to meet the bank’s email compliance and audit needs.download pdf
Financial institutions need a strategy that identifies the best checking prospects, successfully targets them, and captures their attention with a strong incentive. Here are three ways to attract and obtain more checking account holders.
Social media is a marketing must, but changing rules put banks at risk. Marketing, compliance and risk managers must work in tandem to ensure your social media communications are effective,...
Deriving value from big data is often the most difficult of the five V’s. After all, having thousands of lines of data is pointless unless you use them for something purposeful, such as measuring marketing efficacy or improving compliance programs.