1) Effective onboarding programs focus on engaging customers in the first 3 months through digitizing account opening, building loyalty, and targeted offers.
2) Onboarding success is achieved through a 3 phase process: account opening, building loyalty in the first 3 weeks, and value-added communications and offers in the first 3 months.
3) Data-driven customer segmentation and personalized cross-selling based on individual customer needs uncovered during onboarding are key to increasing customer satisfaction, products per household, and lifetime value.
Onboarding processes that are fragmented and lengthy leave room for missed opportunities and high abandonment rates. Ultimately reflecting poorly on a bank’s reputation and the bottom line. Today’s clients expect convenient, timely and accurate service – on their terms.
Watch to learn how you can modernize your client onboarding process delivering a superior customer experience with client capture, personalization, e-signature, analytics and cloud.
Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
Re-designing the Onboarding Customer Journey of a Retail BankValeria Chiappini
Onboarding shapes customers’ first impression of a bank and has the potential to influence the long-term success of the relationship.
In-depth qualitative research is needed to map an ideal onboarding customer journey, in order to ensure a consistently relevant experience through all touchpoints and moments of truth, by tapping into the customers' needs, expectations and pain points.
3 Checklists to Perfect Your Client Onboarding ProcessProcessStreet
The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
Onboarding processes that are fragmented and lengthy leave room for missed opportunities and high abandonment rates. Ultimately reflecting poorly on a bank’s reputation and the bottom line. Today’s clients expect convenient, timely and accurate service – on their terms.
Watch to learn how you can modernize your client onboarding process delivering a superior customer experience with client capture, personalization, e-signature, analytics and cloud.
Client Onboarding: Effectively Managing the Client LifecycleDoxim Inc.
The first 90-120 days of your client’s lifecycle is commonly referred to as client on-boarding period. This period represents one of the best opportunities for a wealth management firm to engage with the client and maximize business opportunities. It is also represents an account administration challenge in terms of account opening, asset transfers, needs assessments and data capture. Download this presentation to discover more about:
- The 3 Stages of Client Onboarding
- Client Onboarding Best Practices
- Doxim's onboarding solution - Doxim OpenAdvantage
Visit www.doxim.com for more information.
Why do you need a good onboarding strategy? A successful onboarding program can drive adoption, resulting in lower customer attrition and higher customer satisfaction. No matter what a customer’s first touchpoint with your brand is, focus on using the momentum of that first experience to deepen the relationship and future success.
Learn More about The Future is Now webinar series.
Link: http://pages.exacttarget.com/thefutureisnow
Re-designing the Onboarding Customer Journey of a Retail BankValeria Chiappini
Onboarding shapes customers’ first impression of a bank and has the potential to influence the long-term success of the relationship.
In-depth qualitative research is needed to map an ideal onboarding customer journey, in order to ensure a consistently relevant experience through all touchpoints and moments of truth, by tapping into the customers' needs, expectations and pain points.
3 Checklists to Perfect Your Client Onboarding ProcessProcessStreet
The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.
Onboarding is the process of getting new clients educated and up to speed so you can work together effectively, gather information, and have a great relationship. It increases confidence and satisfaction, improves productivity and performance, and reduces stress and confusion. This slide deck was used for a two hour workshop to help attendees discover how to onboard clients, setup a successful client onboarding system, and get some client communication created.
While customer experience is a top priority among business leaders, very few are successful in building a financial business case for their customer-focused efforts. As a result, customer experience improvement initiatives may not get the attention they deserve in the boardroom. In the presentation, “Connect the ROI Dots with a Customer Experience Value Strategy”, Don Ryan, senior partner, iKnowtion, a TeleTech Company, and Elizabeth Glagowski, editor-in-chief, Customer Strategist Journal, discuss concrete steps companies can take to tie customer experience to financial impact. Learn how to:
- Make the quantifiable business case for customer experience initiatives
- Translate NPS, customer experience scores, and other measurements into corporate financial terms using advanced analytics
- Understand which metrics lead to financial outcomes, so you know which levers to pull
Bob Thompson of CustomerThink speaks about delivering total customer value that drives genuinely loyal customer attitudes.
Laef Olson, RightNow's CIO, talks about the 10 things to ask your SaaS vendor before entering the cloud
Contact Center 09 – Not Just Surviving But Thriving In A Down EconomyRightNow Technologies
Keynote speaker, Donna Fluss, president of DMG Consulting, shares key strategies to help you:
- Improve productivity by reducing expenses
- Provide an outstanding customer experience
- Generate incremental revenue
- Retain customers
Next you’ll here from RightNow's Director of Product Marketing, Stephen Bell. Steve will unveil technologies that will help you deliver on the recommended strategies.
Mainstay - Measuring the ROI of Customer Success Management SolutionsMainstay
A new paradigm known as Customer Success management (CSM) is exploding in popularity among B2B enterprises, and especially among SaaS companies that depend on recurring subscription revenue to sustain business growth. It's not uncommon for these companies to get a majority of their revenue from existing clients (renewal and up-sell), which means that customers who churn after an initial contract purchase can have a huge impact on a company's long-term financial prospects.
Mainstay discusses how investments in CSM have been accelerating as business leaders recognize that ensuring customer success may be the single most important driver of business performance.
Harness the Power of Speech Analytics for Benefits across FunctionsUniphore
This presentation details on how Speech Analytics goes beyond contact centers to drive performance across functions through compelling business insights.
inQuba: The Science of Retaining Customers in Financial Services & Insurance ...Antony Adelaar
This is the slideware that was used during the live webinar hosted by inQuba, in Australia, on the 4th December 2018. Webinar recording available here: https://youtu.be/olZdhRM62mk
Imagine you could anticipate customer churn before it happened.
A recent report by Bain & Co. asserts that churn is the result of a series of poor experiences and misadventures over a period of time, not a single poor experience. Most customers are already primed to leave when an attractive competitive offer presents itself. Also, the only solution is to focus on the entire customer journey, not just the most recent episode. Today's businesses need to expose the real experiences of their customers, predict those at risk and intervene with next best actions to ensure the customer sticks around. Acquisition remains expensive, and the value still lies in existing relationships.
Customer Journey Management introduces break-through thinking and techniques for churn anticipation, predictive risk profiling and interventions that will have a business-altering impact on keeping and growing customers.
WEBINAR SPEAKERS
Margot Birbeck - Director, inQuba Australia
Trent Rossini - COO, inQuba
WHY YOU SHOULD LISTEN
Our industry-expert speakers addresses the following:
How do you discover and visualize the real customers' and agents' journeys as they navigate your products and channels?
How do you anticipate customer churn, in real time?
How do you intervene in order to mend and recreate customer experiences
How do you do all this at scale?
For further information, please visit us here: https://www.inquba.com/
Mail us here: info@inquba.com
CONNECT
Facebook: https://www.facebook.com/inQubaCX/
Twitter: https://twitter.com/inQubaCX
LinkedIn: https://www.linkedin.com/company/inquba/
A medelius bai article_no-nonsense branch of future_2015Augusto Medelius
Financial institutions are often tempted to adopt what other institutions do, without careful consideration whether such actions are best to impact the target market and leverage the organization's own assets and resources. Many institutions engage in expensive efforts to modernize branches, with unclear results and payoff.
The challenge is that many institutions lack formal criteria to approach change, which requires answering three questions: what do you want to achieve (for example, reduce costs or drive sales), what are your target market wants/needs (such as faster transactions or easy access to capable personnel) and what can you do well, taking into account budgets, management, internal culture and capabilities? As these answers emerge, the right approaches can then be defined and deployed.
This article shows how the industry is evolving, what challenges it is facing, and what opportunities exist to deploy viable approaches to optimize performance and drive market impact.
Ransys Feedback Technology is a leading global provider of Enterprise Feedback Management solutions that has developed Attentive ACE® (Attentive® Customer Experience); a platform that allows organizations to reduce costs by managing all of their feedback needs using one consolidated feedback platform.
Attentive ACE® is a daily operational tool for front line mangers that improves employees’ and customers’ engagement by utilizing the voice of the customer at the right time and place. Attentive ACE® built-in coaching, recovery, and change requests workflows, which are based on aggregated front line managers’ conclusions and recommendations, drives higher customer satisfaction, loyalty and retention and leads to operational cost savings and improved revenues.
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Customer Success: The Secret to Subscription Success and the Metrics that MatterGainsight
Did you know? Less than a 1/3 of companies are able to accurately measure and manage churn – the critical metric for subscription businesses.
The challenges are numerous – from emerging roles and responsibilities to inadequate technology stacks built for transactional business models. Fortunately, successful SaaS pioneers have honed their processes and owe success in part to carefully managing a new class of metrics. From survey data, we’ll show you what you need to know as your company scales.
Join Gainsight and Pacific Crest Securities for a live webinar on 2/25 at 10:00 AM PT to learn:
How you stack up against high-performing SaaS companies across a variety of areas
Which metrics a Customer Success team and leader need to start measuring and managing
What you need to do to prepare for public market scrutiny
When: February 25, 10:00 AM PST
Who:
David Spitz, Managing Director, Software & Security at Pacific Crest Securities
Lincoln Murphy, Customer Success Evangelist at Gainsight
With 2015 budget planning wrapping up this month, companies are allocating spend on developing and growing their Customer Success footprint. With so many variables such as headcount, quotas, technology and events, how can you ensure that you’ve built a bulletproof strategy going into next year?
See how leading subscription businesses are planning to:
1. Budget for hiring and scaling a CSM team that maps to company performance and account models.
2. Justify the procurement of Customer Success technology with an ROI multiplier on revenue.
3. Consider other Customer Success investments in education and networking to transform their teams into best in class.
Onboarding is the process of getting new clients educated and up to speed so you can work together effectively, gather information, and have a great relationship. It increases confidence and satisfaction, improves productivity and performance, and reduces stress and confusion. This slide deck was used for a two hour workshop to help attendees discover how to onboard clients, setup a successful client onboarding system, and get some client communication created.
While customer experience is a top priority among business leaders, very few are successful in building a financial business case for their customer-focused efforts. As a result, customer experience improvement initiatives may not get the attention they deserve in the boardroom. In the presentation, “Connect the ROI Dots with a Customer Experience Value Strategy”, Don Ryan, senior partner, iKnowtion, a TeleTech Company, and Elizabeth Glagowski, editor-in-chief, Customer Strategist Journal, discuss concrete steps companies can take to tie customer experience to financial impact. Learn how to:
- Make the quantifiable business case for customer experience initiatives
- Translate NPS, customer experience scores, and other measurements into corporate financial terms using advanced analytics
- Understand which metrics lead to financial outcomes, so you know which levers to pull
Bob Thompson of CustomerThink speaks about delivering total customer value that drives genuinely loyal customer attitudes.
Laef Olson, RightNow's CIO, talks about the 10 things to ask your SaaS vendor before entering the cloud
Contact Center 09 – Not Just Surviving But Thriving In A Down EconomyRightNow Technologies
Keynote speaker, Donna Fluss, president of DMG Consulting, shares key strategies to help you:
- Improve productivity by reducing expenses
- Provide an outstanding customer experience
- Generate incremental revenue
- Retain customers
Next you’ll here from RightNow's Director of Product Marketing, Stephen Bell. Steve will unveil technologies that will help you deliver on the recommended strategies.
Mainstay - Measuring the ROI of Customer Success Management SolutionsMainstay
A new paradigm known as Customer Success management (CSM) is exploding in popularity among B2B enterprises, and especially among SaaS companies that depend on recurring subscription revenue to sustain business growth. It's not uncommon for these companies to get a majority of their revenue from existing clients (renewal and up-sell), which means that customers who churn after an initial contract purchase can have a huge impact on a company's long-term financial prospects.
Mainstay discusses how investments in CSM have been accelerating as business leaders recognize that ensuring customer success may be the single most important driver of business performance.
Harness the Power of Speech Analytics for Benefits across FunctionsUniphore
This presentation details on how Speech Analytics goes beyond contact centers to drive performance across functions through compelling business insights.
inQuba: The Science of Retaining Customers in Financial Services & Insurance ...Antony Adelaar
This is the slideware that was used during the live webinar hosted by inQuba, in Australia, on the 4th December 2018. Webinar recording available here: https://youtu.be/olZdhRM62mk
Imagine you could anticipate customer churn before it happened.
A recent report by Bain & Co. asserts that churn is the result of a series of poor experiences and misadventures over a period of time, not a single poor experience. Most customers are already primed to leave when an attractive competitive offer presents itself. Also, the only solution is to focus on the entire customer journey, not just the most recent episode. Today's businesses need to expose the real experiences of their customers, predict those at risk and intervene with next best actions to ensure the customer sticks around. Acquisition remains expensive, and the value still lies in existing relationships.
Customer Journey Management introduces break-through thinking and techniques for churn anticipation, predictive risk profiling and interventions that will have a business-altering impact on keeping and growing customers.
WEBINAR SPEAKERS
Margot Birbeck - Director, inQuba Australia
Trent Rossini - COO, inQuba
WHY YOU SHOULD LISTEN
Our industry-expert speakers addresses the following:
How do you discover and visualize the real customers' and agents' journeys as they navigate your products and channels?
How do you anticipate customer churn, in real time?
How do you intervene in order to mend and recreate customer experiences
How do you do all this at scale?
For further information, please visit us here: https://www.inquba.com/
Mail us here: info@inquba.com
CONNECT
Facebook: https://www.facebook.com/inQubaCX/
Twitter: https://twitter.com/inQubaCX
LinkedIn: https://www.linkedin.com/company/inquba/
A medelius bai article_no-nonsense branch of future_2015Augusto Medelius
Financial institutions are often tempted to adopt what other institutions do, without careful consideration whether such actions are best to impact the target market and leverage the organization's own assets and resources. Many institutions engage in expensive efforts to modernize branches, with unclear results and payoff.
The challenge is that many institutions lack formal criteria to approach change, which requires answering three questions: what do you want to achieve (for example, reduce costs or drive sales), what are your target market wants/needs (such as faster transactions or easy access to capable personnel) and what can you do well, taking into account budgets, management, internal culture and capabilities? As these answers emerge, the right approaches can then be defined and deployed.
This article shows how the industry is evolving, what challenges it is facing, and what opportunities exist to deploy viable approaches to optimize performance and drive market impact.
Ransys Feedback Technology is a leading global provider of Enterprise Feedback Management solutions that has developed Attentive ACE® (Attentive® Customer Experience); a platform that allows organizations to reduce costs by managing all of their feedback needs using one consolidated feedback platform.
Attentive ACE® is a daily operational tool for front line mangers that improves employees’ and customers’ engagement by utilizing the voice of the customer at the right time and place. Attentive ACE® built-in coaching, recovery, and change requests workflows, which are based on aggregated front line managers’ conclusions and recommendations, drives higher customer satisfaction, loyalty and retention and leads to operational cost savings and improved revenues.
Agreement Express and PYMNTS.com: Building Your Roadmap to Better Customer Ex...Agreement Express Inc.
In 2014 and 2015 the Federal Trade Commission cracked down on non-compliance, handing out fees in the millions to payments processors. Facing ever-new regulations, compliance teams reacted with a more strict approach, sacrificing good customer experience in the process. It’s a perpetual tug of war between Risk Departments and Product & Customer teams. On Thursday, June 25, at 1 p.m. EST, ost MPD CEO Karen Webster and Recombo CEO Mike Gardner discussed how a risk department can enhance compliance with an automated customer onboarding experience.
In this webinar attendees will learn:
· The fundamentals of building a great onboarding experience
· How automation in the onboarding process affects underwriting
· How to apply industry best practices and guidelines to the risk process
· How to build an automated underwriting roadmap that works for your business
· What your organization needs to do today to move toward automation
Customer Success: The Secret to Subscription Success and the Metrics that MatterGainsight
Did you know? Less than a 1/3 of companies are able to accurately measure and manage churn – the critical metric for subscription businesses.
The challenges are numerous – from emerging roles and responsibilities to inadequate technology stacks built for transactional business models. Fortunately, successful SaaS pioneers have honed their processes and owe success in part to carefully managing a new class of metrics. From survey data, we’ll show you what you need to know as your company scales.
Join Gainsight and Pacific Crest Securities for a live webinar on 2/25 at 10:00 AM PT to learn:
How you stack up against high-performing SaaS companies across a variety of areas
Which metrics a Customer Success team and leader need to start measuring and managing
What you need to do to prepare for public market scrutiny
When: February 25, 10:00 AM PST
Who:
David Spitz, Managing Director, Software & Security at Pacific Crest Securities
Lincoln Murphy, Customer Success Evangelist at Gainsight
With 2015 budget planning wrapping up this month, companies are allocating spend on developing and growing their Customer Success footprint. With so many variables such as headcount, quotas, technology and events, how can you ensure that you’ve built a bulletproof strategy going into next year?
See how leading subscription businesses are planning to:
1. Budget for hiring and scaling a CSM team that maps to company performance and account models.
2. Justify the procurement of Customer Success technology with an ROI multiplier on revenue.
3. Consider other Customer Success investments in education and networking to transform their teams into best in class.
My books- Hacking Digital Learning Strategies http://hackingdls.com & Learning to Go https://gum.co/learn2go
Resources at http://shellyterrell.com/classmanagement
Despite the myth of "digital natives," most of my students have very little experience using technology as anything more than a consumer device. It doesn't have to be this way. By using the design thinking cycle, teachers can foster creative thinking in every content area.
11 Things Healthy People Do Every MorningEason Chan
It all starts at home. A great day begins with an amazing morning. With constant distractions and the daily pressure of responsibilities, it’s important to start your morning right to get your mind and body prepared for your daily routine. These 11 tips will bring out the best of your morning, day, week, and life. Shared by: http://www.familychiropractic.com.sg/
Turn the next 12 days into a productivity makeover at work! These easy-to-implement tips, one for each day, are a perfect refresher.
Find out more about Redbooth at https://redbooth.com
What's Trending in Talent and Learning for 2016?Skillsoft
Skillsoft took a look at the top trends that will impact talent and learning efforts in 2016. For a number of reasons, it's a pivotal time for the HR industry to make its move. However, the landscape of work is changing fast and the most adept pace-setters will adapt to take advantage of the top trends. At the same time, companies need to be cautious of industry trends that may be overhyped. This infographic provides a balanced view of practices that will keep your talent and learning strategy moving in the right direction.
Keynote address (Feb, 2016) to the educators in the Fort Nelson school district. We all know that we cannot teach a child without a concection... without a relationship. In the hustle and bustle of our jobs as educators, we often forget our why, the reason we got into education, of trying to make a difference with kids. In this talk, 6 Keys to Connecting are shared and discussed with the challenge of creating a more positive climate and better connections with kids in our classrooms, schools, and organizations.
With the explosion of the maker movement, schools are beginning to embrace creativity. However, what does this mean for assessment? Should we assess the creative process? Should we assess the finished product? Does assessing creativity actually make kids more risk-averse? In this workshop we explore what it means to assess both the creative process and the creative product without leading to risk aversion.
Learn how you can use email to increase loyalty, take advantage of cross-sell opportunities, and keep members informed about the status of their accounts.
After 15+ years of leading relationship marketing initiatives, I've developed this blueprint for a comprehensive customer loyalty strategy.
The focus is primarily on digital content subscriptions and SaaS, however these principles will work for any business looking to increase customer loyalty and lifetime value.
Please share your comments and questions!
My contact information is on slide 31 if you'd like a copy.
InfoCision Chief Marketing Officer Ken Dawson presented at the DMA 2010 Conference & Exhibition. He shared how to effectively measure churn rates in order to retain customers; how to utilize Business Intelligence to identify which channel is most effective for each customer/donor; and how to execute a life time value analysis to better understand which customers/donors are worth keeping vs. those who are not profitable.
A Data-Driven Approach to Closing The Customer Feedback Loop | SoGoSurveySogolytics
Is it always totally necessary to close the loop with all of your customers? Put your data to work to deliver smart answers that inform action plans and resource allocation that will pay off
This short slide deck explains Customer Success simply and concisely, so that you can communicate the benefits of a CS department to your executives, or explain to your clients why they should implement CS automation.
Customer Success is Your Success: 5 Ways to Boost RetentionTotango
The SaaS model has turned business on its head. Revenue from existing customers, through renewals and upsells, is the key to growth. Watch this webinar to learn 5 strategies that companies like Optimizely, Zendesk and Autodesk use to increase retention and revenue with customer success software.
For more examples, insights & tips, watch the on-demand recording of the event: http://www.totango.com/resources/5-strategies-to-boost-retention/?utm_medium=social_media
From Acquisition to Retention: Optimizing Your DTC Customer JourneyKlaviyo
Changes in consumer behavior inspired the direct-to-consumer (DTC) movement and as a result, brands are finding new ways to engage their customers and build brand recognition. Between order transactions, promo emails, SMS offers, and more, the list of customer-facing communications is never ending. And reaching your audience across these various digital touchpoint has never been more important.
But are you fully leveraging your marketing resources and all the data you’re collecting to create a cohesive customer journey? Discover innovative omnichannel strategies proven to help DTC marketers drive top-line revenue growth profitably. Say goodbye to data silos. From acquisition to retention, you’ll learn how to optimize your marketing with a deeper understanding of your customers at all stages of their lifecycle.
This webinar covers:
– Top traits of successful DTC brands
– What an optimized end-to-end customer experience looks like
– Marketing strategies to help you drive profit and improve retention
Reasons E-Commerce Businesses Should Add Direct Mail to Their Marketing StrategyNorthAmericanMedia
Direct mail is a powerful marketing tool that can help e-commerce businesses reach new customers, boost sales, and build brand awareness. In this article, we have outlined reasons why e-commerce businesses should add direct mail to their marketing strategy.
Customer engagement portal an up to-date guideCRMJetty
Learn about the customer engagement portal and the tips to choose the right one. Go through the feature list and implement all the strategies for business success.
Webinar: All About Customer Success for PMsProduct School
You will learn:
What is customer success?
Different modes of operation
Customer success Vs project management Vs customer support
How to integrate customer success in your product roadmap?
Similar to Building a profitable onboarding program (20)
Providing Globus Services to Users of JASMIN for Environmental Data AnalysisGlobus
JASMIN is the UK’s high-performance data analysis platform for environmental science, operated by STFC on behalf of the UK Natural Environment Research Council (NERC). In addition to its role in hosting the CEDA Archive (NERC’s long-term repository for climate, atmospheric science & Earth observation data in the UK), JASMIN provides a collaborative platform to a community of around 2,000 scientists in the UK and beyond, providing nearly 400 environmental science projects with working space, compute resources and tools to facilitate their work. High-performance data transfer into and out of JASMIN has always been a key feature, with many scientists bringing model outputs from supercomputers elsewhere in the UK, to analyse against observational or other model data in the CEDA Archive. A growing number of JASMIN users are now realising the benefits of using the Globus service to provide reliable and efficient data movement and other tasks in this and other contexts. Further use cases involve long-distance (intercontinental) transfers to and from JASMIN, and collecting results from a mobile atmospheric radar system, pushing data to JASMIN via a lightweight Globus deployment. We provide details of how Globus fits into our current infrastructure, our experience of the recent migration to GCSv5.4, and of our interest in developing use of the wider ecosystem of Globus services for the benefit of our user community.
Accelerate Enterprise Software Engineering with PlatformlessWSO2
Key takeaways:
Challenges of building platforms and the benefits of platformless.
Key principles of platformless, including API-first, cloud-native middleware, platform engineering, and developer experience.
How Choreo enables the platformless experience.
How key concepts like application architecture, domain-driven design, zero trust, and cell-based architecture are inherently a part of Choreo.
Demo of an end-to-end app built and deployed on Choreo.
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
Software Engineering, Software Consulting, Tech Lead.
Spring Boot, Spring Cloud, Spring Core, Spring JDBC, Spring Security,
Spring Transaction, Spring MVC,
Log4j, REST/SOAP WEB-SERVICES.
In software engineering, the right architecture is essential for robust, scalable platforms. Wix has undergone a pivotal shift from event sourcing to a CRUD-based model for its microservices. This talk will chart the course of this pivotal journey.
Event sourcing, which records state changes as immutable events, provided robust auditing and "time travel" debugging for Wix Stores' microservices. Despite its benefits, the complexity it introduced in state management slowed development. Wix responded by adopting a simpler, unified CRUD model. This talk will explore the challenges of event sourcing and the advantages of Wix's new "CRUD on steroids" approach, which streamlines API integration and domain event management while preserving data integrity and system resilience.
Participants will gain valuable insights into Wix's strategies for ensuring atomicity in database updates and event production, as well as caching, materialization, and performance optimization techniques within a distributed system.
Join us to discover how Wix has mastered the art of balancing simplicity and extensibility, and learn how the re-adoption of the modest CRUD has turbocharged their development velocity, resilience, and scalability in a high-growth environment.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
Cyaniclab : Software Development Agency Portfolio.pdfCyanic lab
CyanicLab, an offshore custom software development company based in Sweden,India, Finland, is your go-to partner for startup development and innovative web design solutions. Our expert team specializes in crafting cutting-edge software tailored to meet the unique needs of startups and established enterprises alike. From conceptualization to execution, we offer comprehensive services including web and mobile app development, UI/UX design, and ongoing software maintenance. Ready to elevate your business? Contact CyanicLab today and let us propel your vision to success with our top-notch IT solutions.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
Check out the webinar slides to learn more about how XfilesPro transforms Salesforce document management by leveraging its world-class applications. For more details, please connect with sales@xfilespro.com
If you want to watch the on-demand webinar, please click here: https://www.xfilespro.com/webinars/salesforce-document-management-2-0-smarter-faster-better/
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
The alleged breach affected Europol agencies CCSE, EC3, Europol Platform for Experts, Law Enforcement Forum, and SIRIUS. Infiltration of these entities can disrupt ongoing investigations and compromise sensitive intelligence shared among international law enforcement agencies.
However, this is neither the first nor the last activity of IntekBroker. We have compiled for you what happened in the last few days. To track such hacker activities on dark web sources like hacker forums, private Telegram channels, and other hidden platforms where cyber threats often originate, you can check SOCRadar’s Dark Web News.
Stay Informed on Threat Actors’ Activity on the Dark Web with SOCRadar!
Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.
For more Tendenci AMS events, check out www.tendenci.com/events
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...Juraj Vysvader
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I didn't get rich from it but it did have 63K downloads (powered possible tens of thousands of websites).
Into the Box Keynote Day 2: Unveiling amazing updates and announcements for modern CFML developers! Get ready for exciting releases and updates on Ortus tools and products. Stay tuned for cutting-edge innovations designed to boost your productivity.
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TROUBLESHOOTING 9 TYPES OF OUTOFMEMORYERRORTier1 app
Even though at surface level ‘java.lang.OutOfMemoryError’ appears as one single error; underlyingly there are 9 types of OutOfMemoryError. Each type of OutOfMemoryError has different causes, diagnosis approaches and solutions. This session equips you with the knowledge, tools, and techniques needed to troubleshoot and conquer OutOfMemoryError in all its forms, ensuring smoother, more efficient Java applications.
Understanding Globus Data Transfers with NetSageGlobus
NetSage is an open privacy-aware network measurement, analysis, and visualization service designed to help end-users visualize and reason about large data transfers. NetSage traditionally has used a combination of passive measurements, including SNMP and flow data, as well as active measurements, mainly perfSONAR, to provide longitudinal network performance data visualization. It has been deployed by dozens of networks world wide, and is supported domestically by the Engagement and Performance Operations Center (EPOC), NSF #2328479. We have recently expanded the NetSage data sources to include logs for Globus data transfers, following the same privacy-preserving approach as for Flow data. Using the logs for the Texas Advanced Computing Center (TACC) as an example, this talk will walk through several different example use cases that NetSage can answer, including: Who is using Globus to share data with my institution, and what kind of performance are they able to achieve? How many transfers has Globus supported for us? Which sites are we sharing the most data with, and how is that changing over time? How is my site using Globus to move data internally, and what kind of performance do we see for those transfers? What percentage of data transfers at my institution used Globus, and how did the overall data transfer performance compare to the Globus users?
2. Did you know…
• First 3 months of the customer relationship are key to unlocking new customer value
• 81% successful cross-selling happens in first 90 days
• 60% in the first month alone
• 45% of banks and credit unions have no structured process in place
3. Three Phases of Customer Onboarding
1. Account Opening: The first step toward profitable onboarding
2. Building Loyalty and Increase Engagement (1-3 weeks)
3. Value-Added Communications and Targeted Offers (1-3 months)
4. Account Opening - The First Step Towards Profitable Onboarding
First impressions are lasting – put your best
foot forward during account opening
Impress your customer with an effortless
first experience
Don’t let the account opening experience
impact onboarding
Find time for personal conversations
Tip:
5. Digitization Is Key To Success
If you start strong by digitizing your account
opening process, you can:
Minimize manual data entry to prevent
errors and speed up onboarding
Make time to get to know your customer
Identify financial needs for future cross-sell
initiatives
Capture data on communication
preferences, life stage and aspirations
Drive a more personalized onboarding
experience
6. Provide A Great First Experience Across All Channels
Ensure account opening is effortless –
regardless of channel used (online, phone,
in-branch)
e-Signatures can provide a seamless,
paperless digital experience
aa
The Growing Importance Of Digital Account Opening
40% of retail banking customers now report that they
prefer to conduct their banking activities through
exclusively digital channels
- CEB Tower Group
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7. BUILDING LOYALTY AND INCREASE ENGAGEMENT (1-3 WEEKS)
Strike while the iron is hot to retain and
grow your customer relationships
Encourage maximum use of products
Tip:
Effective onboarding and activation that emphasizes
customer engagement can help financial institutions boost
profitability by $212 per customer
- Javelin Strategy & Research 2015
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8. Increased Engagement Through Incentivized Onboarding
Your mission: make the new account your
customer’s primary account
Entice customers to use your services (bill pay,
online banking, direct deposit, eStatement
services) by offering incentives such as:
• Free Air Miles
• Prize draws
• Cash/gift cards
• Waived fees
Make it easy for customers to learn about and
access their account
• Send automated emails with links to FAQ’s, videos,
quick guides
9. Going Beyond the Basics for Higher Impact
Use a multi-channel approach, go beyond just email
• Phone calls
• SMS text message
• Online and mobile banking messages
• Add a welcome message on the first statement
• Direct mail – send a personalized welcome kit signed
by the CEO
Tip: Create a Customer Journey Map
Put together a small team and map out what the customer
orientation journey should look like for your new customer.
Be sure to include multiple channels and touchpoints.
10. InFirst FCU Email Based Onboarding Program
Tip:
Introduction to
Checking Accounts
Help with Different LoansWelcome Banking Options
11. InFirst FCU Yields High Returns with Onboarding Emails
18% added at least one new
product/service
24% growth in deposit accounts
$425,000 increase in deposit
balances
190% increase in number of loan
accounts
Tip:
12. Value-added Communications And Targeted Offers (1-3 Months)
Onboarding doesn’t end after a couple of
touchpoints
Effective programs connect 7+ times in first
6 months
Customers’ desire for contact is great for
cross-selling
• Leverage the data gathered during account
opening to better target the cross-selling
• Keep cross-selling needs-based
14. Better Target Generate Better Results
Move from product-driven cross-selling to “advisory ” model
39% of financial institutions simply market a standard set of services
to all new customers
45% of banks and credit unions don’t have any sort of structured
onboarding process in place
A Gallup study found 66% of customers felt the offers they receive were
‘general’ in nature. 53% already had the product being promoted!
- Gallup U.S. Retail Banking Survey
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15. 4 STEPS TO CUSTOMER-CENTRIC,
DATA-DRIVEN CROSS-SELLING
16. Step 1: Establish Realistic Goals
Set goals and benchmarks for:
• Products per household
• Household lifetime value
• Retention
• Customer satisfaction scoring
Develop a process for reporting on
progress
17. Step 2: Develop Customer Segmentation
Develop customer segments using data captured
during onboarding
Data can be segmented by:
• Demographics (age, gender etc.)
• Channel preferences (email, phone, mail)
• Life stage (recent graduate, married, retired)
• Product ownership
Leverage a business intelligence tool to mine
data for existing customer (e.g. loan amounts)
18. Step 3: Build Campaign Offering
Focus cross-sell offers on the individual
needs of each segment
Include a strong, customer-centric value
proposition for all products in the program
Include incentives to remind customers
that you value their business, for example:
• Prize draw
• $50 when opening a savings account
Tell customers specifically why they’ve
qualified for the offer
• Don’t forget to track and measure
Over 93% of FIs agree that providing
value-added services to customers
based on data-driven insight will be
“crucial to their long-term success”
19. Step 4: Utilize Consistent, Coordinated Cross-Sell Campaigns
Use a multi-channel approach including online
and through CRM at branches and call centers
Email is a fantastically cost-effective channel to
use for cross-selling
Following up by phone can help your staff
close more deals, more efficiently
20. Customer needs haven’t changed but the
competition has – so take every opportunity
to retain your new customers
21. A Proven Way to Unlock Customer Value
Effective onboarding delivers ROI, very quickly
Especially with increased cross-sell revenue
Covers the cost of solution deployment in double
quick time
Putting you on the path to lasting customer
profitability
You don’t need to boil the ocean
The value of each retained household exceeds $400,
when the cost of acquisition is added to the value of a
new customer relationship.
– Jim Marous
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22. About Doxim
Doxim Customer Engagement
Platform
Tailored for banks and credit union
Integrated Account Opening, CRM
and Email Marketing
Ideal to support onboarding
programs – from simple to complex
Doxim Customer Engagement Platform