The Future of Online Channel Reporting for Financial Service Firms

The Future of Online Channel Reporting for Financial Service Firms
Monday, 5th March 2007

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Leading global firms and nimble specialists have identified an evolution in customer and partner service needs. Today's commercial and institutional clients, retail wealth and banking consumers, and the agents and brokers who serve them, are far busier, savvier and more demanding than ever before.

This white paper identifies current drivers of change across a range of Financial Service customer segments and provides insight into how the world's leading institutions are keeping pace by improving their online channels—implementing advanced reporting and analysis functionally and next-generation user interfaces across a range of online financial service channels including:

Online Personal Financial Management Features for Retail Banking
On Demand Cash Management Information Reporting Enhancements
Streamlined Merchant and Corporate Card Services Reporting
Dynamic Interactivity and Portfolio Visualization Additions to Wealth and Asset Client Reporting Systems
Advanced Online Agent/Broker Productivity Tools

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