In today’s highly competitive banking environment, consumers and businesses are increasingly attracted to banks and credit unions that treat them as individuals, not just numbers. By adopting a person-centric approach, financial institutions gain a comprehensive understanding of each account holder's banking relationship, fostering deeper connections and enabling a more personalized experience that builds trust and long-lasting relationships.
This document explores:
- Different ECM solution architectures, including document-centric, account-centric, member/customer-centric, and person-centric platforms
- Examples of a person-centric approach
- Tangible benefits of a person-centric approach
Learn the advantages of a person-centric strategy and how to apply it within your bank or credit union, regardless of your core banking platform.
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