Financial Services

125 Articles and Podcasts
UK Consumer Duty: is this a win-win for financial services firms and customers?

Imagine being able to understand what frustrates your customers and fixing these for the next customers. That would not only deliver your Consumer Duty evidence but also, most importantly, solve your customer friction points, ultimately leading to increased customer satisfaction, retention, and brand advocacy.  

eIDAS 2.0 and Digital Identity: a revolution in KYC processes?

eIDAS 2.0 (Electronic Identification And trust Services) is the new regulation on electronic identification adopted by the European Parliament and […]

5 key takeaways from Money 20/20

We attended the 2023 Money 20/20 Europe event to learn about – and help shape – the future of CX and compliance for the financial world. We share our five key takeaways from the event.

Outsourcing financial services compliance in the age of agility

Handing compliance off to a partner can be scary but it’s a win-win if you choose an experienced partner with a similar entrepreneurial drive to make business processes better, faster and cheaper.

Change the game with customer-first onboarding

Jonathan Cowey, our Regulated Services Director at Webhelp UK, explores the challenges that organisations in the financial services sector face as they try to improve onboarding processes. He also considers how these businesses can win by ensuring that a laser focus on customer-first onboarding can be a key differentiator as part of the overall customer journey.

Navigating the challenges in financial services for KYC wins in 2023

Michael Budden, Financial Services & KYC Programme Director at Webhelp, looks at the most significant industry challenges and opportunities within regulated services and predicts some critical areas on the sector’s agenda in 2023.

AML/CFT: How to apply digitization to screening

The conflict in Ukraine has given rise to numerous assets freezing measures and increased vigilance in the screening of financial companies’ third-party databases. This is an opportunity to recall the fundamentals of AML/CFT (Anti-Money Laundering / Combating the Financing of Terrorism) screening as well as the latest contributions of digitisation in these processes.

Why Financial Services must ‘Change its Change’ to deliver results? 

This article was originally published as a byline by Herve Mazengod, online in Financial Derivative.   You can almost hear […]

Do you know your UBO? How US law is changing KYC for businesses

Recent years have seen the passing of serious new legislation to combat money laundering (and the various illegal activities it […]

The Metaverse Vs. The Hype: What does your CX team look like in the metaverse?
In the sixth and final blog in our series cutting through the metaverse hype, we’re looking at the changes that [...]
How can we enter the metaverse today?
In the next blog in our series cutting through the metaverse noise, we’re taking a break from our regular schedule [...]
The Metaverse Vs. The Hype: What does the metaverse mean for customer experience?
In the fifth in our blog series cutting through the metaverse hype, we’re looking at what’s in store for customer [...]
Protecting the Wellbeing of Content Moderators

Find out about the dangers moderators face, and the measures industry leaders are taking to ensure they are protected and supported.

Outsourcing Content Moderation

This guide explains the pros and cons of both in-housing and outsourcing content moderation, as well how to find the right partner.

The Metaverse Vs. The Hype: How will it change the world of work?
In our blog series so far we’ve looked at what the metaverse is (and what it isn’t), the potential for [...]
B2B’s third way eBook: Overcoming the limitations of third-party and owned data in B2B sales

Flawed data is slowing your business to business sales success. Download the eBook to learn about a new type of data-led B2B sales strategy.

Guide to the B2B Sales Funnel

Learn all about the B2B Sales funnel and see how to build an effective, customer-centric B2B funnel to suit modern times.

Build a B2B Sales Pipeline

Explore best practices for building a high–performing B2B sales pipeline & learn how it differs from a B2B sales funnel.

The Ultimate Guide to Enterprise B2B Sales

Take your enterprise B2B sales skills to the next level. Learn how it’s different to small & mid sized sales and what it takes to overcome the complexity & risks of winning bigger deals.

Building an effective lead gen machine

Learn about the different building blocks you need to construct an effective B2B lead generation machine built for today’s world.

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