How to Transform Bank Operations and the Customer Journey

As consumers embrace digital payment options, they expect a clear and intuitive experience far beyond the engagement layer. Banks need to factor in risk management and regulatory compliance criteria in order to deliver a successful end-to-end customer experience.

This playbook takes a comprehensive look at the challenges and opportunities for banking leaders. You’ll find the results of a recent survey revealing the decisions of industry peers. Where are they placing their investment bets? Why? What is the expected outcome? The playbook offers answers as well as:

  • How to automate manual processes including investigating and resolving customer claims about misdirected or missing payments.
  • How to streamline risk management activities across the front, middle, and back offices.
  • The pros and cons of digital transformation on an incremental vs. holistic basis.


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