Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning March 1, 2005 Kinder & Galvan	Practice Tips Financial advisers can be caught off guard when faced with the emotional reactions clients may experience in response to financial life circumstances. Here's how to improve your relationship skill set.
Financial Planning March 1, 2005 Jennifer A. Liptow	Bookshelf Written for experienced planners as well as new practitioners needing guidance in developing their businesses, Tools & Techniques of Practice Management, by Joel Bruckenstein and David Drucker covers a range of topics in the practice management arena.
IndustryWeek March 1, 2005	Information Technology: Offline? So Are Profits Network downtime isn't just an IT executive's problem. It drains manufacturers' profits, too -- to a tune of some $40.7 million annually across the U.S. The finance and manufacturing sectors are bleeding the most.
Bank Technology News March 2005 John Adams	Choice and Consequence The Internet and call center are the branch's remote and, at times, impersonal second cousins, but make them second fiddle at your peril. A customer's descent into automation hell can be the difference between a better relationship and a lost one.
Bank Technology News March 2005 Holly Sraeel	Open Letter To BofA: Put Your 'Higher Standards' Into Play Bank of America, faced with a lawsuit from a Miami businessman, must decide that winning is the only option if the bank wants its on-line banking push to continue to resonate with customers.
Bank Technology News March 2005 Michael Dumiak	Managing Risk: Fifth Third Fights Scrutiny With Automation The increased focus on regulatory compliance in the new decade reverberates across the corporate world in ways large and small. At Cincinnati-based Fifth Third, it has provided the spark to automate a nineteenth-century business.
Bank Technology News March 2005 John Adams	Mortgage: E-standards Alliance Attracts More Allies There's a growing list of tech companies that hope mortgage lenders will look for the MISMO label when searching for vendors, as firms which sell hardware, software and platforms fight for position in the paperless home loan finance market.
Bank Technology News March 2005 Matthew de Paula	Privacy Versus Profits: For Consumers, Not Sharing Is Caring Fear of ID theft along with new regulation are compelling banks to reconcile the conflicting goals of protecting privacy and optimizing information for marketing purposes.
Bank Technology News March 2005 Shane Kite	Business Continuity: Hiring Web Scouts To Find Service Glitches Because of the potential for customer loss if banks rely on customers to alert the bank to Web site problems, institutions are turning to on-line application monitoring providers as first responders.
Bank Technology News March 2005 Shane Kite	Knowledge Management: Aiming For Better Insight Into Clients Automating customer information allows banks and brokers such as Raymond James and ING Belgium to analyze data at a higher level, which aids in service and marketing.
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