During this important webinar, the following critical findings were discussed:
87% of respondents told us that transfers don’t meet front office and end beneficiary expectations.
80% of respondents stated that improving the account transfer is of significant importance.
62% told Delta Data that ‘timing’ was a problem, and 52% indicated that automating account transfers would be a significant benefit to customers as well as staff.
55% of banks indicated that their customers expect a ‘fast and timely turnaround,’ and 52% admitted that they don’t deliver.
Whitfield Athey - Delta Data
Steve Lewczyk - Harvest by Envestnet