With a more technology savvy customer base comes certain expectations about your financial institutions online offerings. If there is a transaction that could be made easier with the Internet, your customer will most likely resent your bank or credit union if they have to preform an outdated task (needing to use a fax machine, for example). Something as simple as giving you a document should not be seen as a challenge in the eyes of you customer.
The problem financial institutions face can be summed up in one word: security. If the document contains sensitive information, your team must take the proper […]