But the opinion appeared to allude to them when it said, "It is not contended on this appeal that any victim knew or should have known that the investment and customer statements were fictitious".
In other cases, it will revamp the handling of certain kinds of mailings for clients: It reengineered the way Aetna mails out its checks and explanations of benefits; for Merrill Lynch, it designed software to better process customer statements.
"We don't have any more problems reconciling customer statements between accounting and the salespeople," says Tantalo Sr. Another bonus: Sales people don't have to drive all the way back to PCBB's headquarters every night to input orders.
It is time to implement a uniform format for trade confirmations and customer statements, and to impose such a guideline on all companies within a given financial service sector; e.g., the same layout and data for the same document for all banks, for all insurance companies and for all brokerage firms.
Elsewhere the color commandos work with Dutch bank ING to add its trademark orange to Canadian customers' statements and brighten up mail from MetLife and Genworth.
A printing error led to pages from other customers' statements appearing on paperwork sent to current account holders.
Feel free to take notes, repeat your customers' statements, nod your head, or otherwise show that you're paying attention in a way that feels right for your style and personality.
In this case, we have the not-so-new innovation of the non-return of canceled checks in customers' statements.
When surveyed about which customer interaction statement they agreed with most, 49% indicated that likability was an important differentiator between themselves and their competitors.
Our purpose here is to introduce a set of timeless standards that define the purpose, structure, content and format of a customer need statement and thereby to transform the art of requirements gathering, and hence innovation, into a rules-based discipline.
