2020 witnessed many financial services operating models having to rapidly evolve to accommodate large numbers of staff homeworking on a full or part-time basis with only occasional office visits. This guide lists the top 15 homeworking common problems financial services organisations have come across, and how the OPX platform (Back-Office Workforce Optimisation solution) has provided a strategic solution to all of these. *The guide has been written by: Harry Taylor (former UK Operations Director for Abbey National Bank and Santander Bank) Paul Barrow (former COO of HCL Insurance Business Services Ltd) Share this on socials
Whitepaper 13 March, 2025 Supporting Vulnerable Customers in UK Contact Centres A Practical Guide to Compliance and Customer Care Ensuring fair treatment for vulnerable customers is not just a best practice—it’s a regulatory requirement. With 53% of UK adults exhibiting characteristics of vulnerability, contact centres must proactively identify and support these customers while ensuring compliance with FCA guidelines. Failing to meet these standards can result in
Whitepaper 27 January, 2025 Future-Proofing the Utilities Contact Centre for 2025 and Beyond Insights from the CCMA Leadership Series – Energy & Utilities The energy and utilities sector is evolving rapidly. With increasing regulatory pressure, growing customer expectations, and the push towards AI and automation, how can contact centres stay ahead? This exclusive report, developed in partnership with CCMA, captures key insights from industry leaders on how to
Whitepaper 23 August, 2024 Evolving Non-Financial Risk Management Across The 3 Lines of Defence to Address New and Emerging Risks Traditional risk management approaches are no longer adequate: The upheaval and instability brought about by the global pandemic and recent geopolitical events have made this evident. Instead, business leaders and their teams need to adopt a more comprehensive and adaptable approach. Download the full report to uncover the emerging non-financial risks organisations facing organisations. Download
Whitepaper 14 May, 2024 The Biggest Risk In Voice Surveillance Isn’t Surveillance For Banks and other financial organisations, running and maintaining multiple legacy & live voice platforms is a costly burden with hidden risks. This in-depth report, sponsored by Wordwatch, outlines how these organisations can, by consolidating their view of legacy voice data: Improve Compliance Mitigate Disparate Data Risks Protect Their Reputation Cut Costs Download the full
Whitepaper 28 March, 2024 WFM Trends & Challenges in 2024 WFM Trends & Challenges in 2024 2024 is bringing waves of changes for contact centres. From advanced technologies to evolving customer needs, staying ahead of the curve is crucial. Explore the key trends and challenges we are seeing in 2024: Harnessing AI and Machine Learning Boosting Employee Engagement Optimising with Data-Driven Insights Supporting Vulnerable Customers
Whitepaper 21 March, 2024 1LoD 2024 Surveillance Benchmarking Survey & Report Crafted in collaboration with 1LoD’s Leaders’ Network, this survey reflects thousands of conversations and consultations with industry leaders. It serves as an essential benchmarking tool for financial institutions worldwide, enabling them to gauge their surveillance practices against industry peers and navigate the evolving regulatory and technological landscape. The report has been compiled with insights provided
Whitepaper 8 December, 2023 Key Digital Trends in the Contact Centre for 2024 Rapid advancements in technology are redefining the ways in which customers and organisations interact. In this whitepaper, we explore seven key digital trends in the contact centre that present opportunities to enhance customer experience. The importance of providing good quality digital conversations – 94% of consumers are frustrated by disjointed encounters with organisations. The power
Whitepaper 15 August, 2023 Consumer Duty – Achieve Positive Outcomes Through Compliance At its core, the Consumer Duty aims to meet customers’ needs and wellbeing, making it a top priority in every decision with the industry. In this short guide, we explore the criteria in more detail, listing ways organisations can help address these needs. Our guide explores: A detailed understanding of the principle How to oversee