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Mastering the Customer Environment

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  • 01/03/2009   Customer Onboarding and Re-Onboarding

    The Critical Moment Given the current world climate that companies now operate within, much greater consideration must be given to the wider aspects more

  • 01/02/2009   The Credit Crunch, OFR and Gordon Brown

    We have been contacted by a number of people recently asking for more information on the work we carried out a few years ago on the role of Non Financ more

  • 11/03/2002   CRM in the Public Sector

    The Report argues that the UK Government must match e-govt strategies with an equal commitment to Customer Relationship Management (CRM) ideas and inf more

  • 10/09/2004   Towards a Citizen Centric Authority

    The report sets out how IT can completely transform access to and delivery of services in the public sector whether this is in local or central govern more

FINANCIAL SECTOR

Documents

Customer Onboarding and Re-Onboarding - Click here to view

“The Critical Moment Given the current world climate that companies now operate within, much greater consideration must be given to the wider aspects of onboarding new customers and re-assessing existing ones. Trust, accessibility and brand execution at the consumer interface will be of higher value as indeed will be the way in which the business world wants to makes judgements of its own on who it deals with and how. There is a 'magic' period of Propensity in the first 90 Days of a customer relationship. Creating an effective onboarding opportunity at the first point of contact may be far more commercially important than most current operating procedures allow for. Developing more positive onboarding strategies offers the double benefit of enhanced revenue opportunities and a better customer experience.”

Date Published: 01/03/2009

Price: Free

The Credit Crunch, OFR and Gordon Brown - Click here to view

“We have been contacted by a number of people recently asking for more information on the work we carried out a few years ago on the role of Non Financial Indicators (NFI) in Company reporting. This caused us to review some of the documents we produced and the correspondence we had with the Accounting Standards Board at that time (about 2001-2003) and to reflect on what happened. As an outcome of the work carried out by a number of bodies on NFI there was proposed legislation that was intended to increase the transparency and overview of the biggest companies in the UK. This was called the Operational and Financial Review (OFR). The OFR was scrapped by Gordon Brown in January 2006 (after extensive preparation by business to prepare for it) to 'decrease the burden of regulation'. This might be considered a very odd decision in the post Enron era when alarm bells of all kinds should have been going off about visibility into the true performance of organisations. The FT's editorial at the time said the decision to scrap the OFR "..shows a weak grasp of the difference between crucial regulation and unnecessary red tape"”

Date Published: 01/02/2009

Price: Free

Onboarding and The First 90 Days, Intelligent Dialogue and Inchoate Markets - Click here for more information

“This report underlines the absloutely critical nature of the first 90 days engagement with new customers ? arguably, no area in customer management should now be seen as more important. The highest rates of attrition occur in this time frame but also up to 75% of cross selling ? either actual or potential is determined in the same period. A fact that, once understood, has profound implications for overall marketing strategies and IT investment.”

Date Published: 10/06/2008

Price: £380.00

Customer Management and Retail Banking - Click here to view

“Retail banking across Europe has the software systems it has developed but not the systems it needs. With relatively few exceptions, back end infrastructures are not suited to strategic banking needs of the future. They lack homogeneous development and most were built before the multi channel, internet enabled world of today?s customer.”

Date Published: 17/01/2008

Price: Free

Leveraging Incumbent or Legacy CRM - Click here to view

“The case for using smart IT to make maximum use of investment assets in CRM systems. Argues for adaption rather than ?Rip and Replace? approaches.”

Date Published: 17/05/2006

Price: Free

Email Retention and Retrieval - Click here to view

“This definitive White Paper considers the legal implications surrounding email retention and retrieval and concludes that events in the USA in 2005 changed the rules and that Local Authorities and other public bodies are exposed more than they care to realise.”

Date Published: 05/04/2006

Price: Free

Profit or Pain from your User Experience - Click here to view

“Insights and Return on Investment from the end to end User experience of Internet Sites and Services in the UK. Detailed and extensive research into the online user experience”

Date Published: 02/07/2003

Price: Free

Making a Compelling Business Case for CRM - Click here to view

“A comprehensive document looking at ROI in CRM investment. Published with Microsoft this remains a definitive guide.”

Date Published: 25/03/2000

Price: Free