As a long-time customer of Vanguard, I can attest to their great way of doing business. While I’ve never set foot into an office of theirs, the financial services company – one of the world’s largest investment management companies – was able to gain my trust and, without much effort, convince me to enlist them […]
Financial Services
Bank With High CX Score Mentions “Customers” More
As I mentioned in a previous blog post, Michael Porter, a colleague of mine, was live-blogging at last week’s Forrester CXNYC event, a conference for customer experience leaders, innovators, and practitioners. During one of the presentations he attended, George F. Colony, the CEO of Forrester, discussed how customer experience has become the most critical barrier […]
What Is The Difference Between E2B(R2) And E2B(R3)?
After the release of E2B(R2), the ICH realized that technical specifications should no longer be developed in isolation. E2B(R3) is the first technical specification to be developed through a new collaborative approach. E2B(R2) Vs E2B(R3): Regulation and Interoperability The International Organization for Standards (ISO), Health Level Seven International (HL7), and European Committee for Standardization (CEN) […]
Technology Partnerships: Creating New Avenues Of Revenue
There’s no question that financial institutions need cutting-edge technology to support growth. However, there is also no question that technology is not their core business. Therefore, it makes sense for them to partner – or even acquire – financial technology companies, which brings us to the topic of unicorns. What do unicorns have to do […]
Manage Regulatory Submissions And SOPs With Microsoft SharePoint
Electronic document management systems (EDMS) offer excellent version control functionality, but, when it comes to collaboration, they tend to be…clunky, at best. SharePoint 2016, on the other hand, offers the best of both worlds: the security of an EDMS and the collaboration tools of, well, SharePoint. Here’s an example of how a global pharmaceutical company […]
Banks Might Not Have To Cover Fraudulent Activity
I recently received a letter from American Express, warning me about a data breach that occurred with a third-party service provider several years ago. Although the letter doesn’t name the company who suffered the breach, it does mention that I’ve done business with them. The letter goes on to say American Express will continue to […]
What Is E2B(R3)?
E2B(R3) doesn’t have a direct translation. The International Conference on Harmonisation of Technical Requirements for Registration of Pharmaceuticals for Human Use (ICH) published guidelines that have designated “E” to stand for efficacy. The work carried out by ICH under the efficacy heading relates to the design, conduct, safety, and reporting of clinical trials. It also […]
The DOL’s New Conflict Of Interest Rule, In A Nutshell
In April of this year, the U.S. Department of Labor finalized a new rule that is meant to protect individuals from receiving retirement investment advice that, in reality, may not be in their best interest. It’s a complicated rule that addresses the conflict of interest that financial advisors frequently encounter, such as receiving commission or […]
Citi’s Digital And Cultural Transformation
Michael Porter, a colleague of mine, is live-blogging at this week’s Forrester CXNYC event, a conference for customer experience leaders, innovators, and practitioners. I wanted to share a session he sat through in which John Dalton, an analyst at Forrester, interviewed Alice Milligan, the chief customer and digital experience officer of Citi Cards at Citi. […]
Smart Machines: Putting Tech To Work For You And Your Clients
Smart machines, which encompasses a group of cognitive computing technologies such as advanced machine learning, natural language processing, and prescriptive analytics to make decisions and solve problems without human intervention, have been receiving more attention in recent years due to the rise and success of solutions like IBM’s Watson. A smart application learns and adapts […]
MasterCard To Pilot SoftBank’s Robot “Pepper” At Pizza Hut
MasterCard is looking at using artificial intelligence (AI) to help make businesses operate more efficiently. The global payment-technology company recently announced that it will be piloting a robot called Pepper, created by SoftBank Robotics. The robot will leverage MasterPass, MasterCard’s digital payment service solution that enables consumers to purchase from merchants. The first test for […]
E2B(R3): Inside Scoop For Product Safety Teams In Life Sciences
The electronic transmission of adverse event information to stakeholders, using the International Conference on Harmonisation “E2B” standard, is an essential component of global drug safety and pharmacovigilance operations. E2B(R3), the latest version of the International Standards Organization (ISO) Individual Case Safety Report (ICSR) standard, includes new requirements with which product manufacturers and the organizations that […]