I wish we had a better system for data. Right now we have a vendor database that ties into an Oracle database but data seems to fall out a lot and sometimes it doesn't update and it becomes a pain.

Our CRM system that we use automatically makes duplicates of the entries that we put into the system. When you put a firm into the system, you must 'cover' it which means that no other rep can contact the firm. The duplicates get made automatically without notifying you, so you are at risk of another rep mistakenly contacting the firm if they don't see your original entry.

managing client expectations, regulatory compliance, market volatility, and competition. These challenges can affect profitability, with current market trend volcano makes things impossible to catch up/

One of my biggest pain points in my daily work is that I work in an extremely large company with many specialized departments. I have to rely on these other specialized departments to resolve client issues. I work face to face with clients as a customer service representative so we are the face of the company, so to speak. Each time I reach out to one of these specialized departments, I am randomly assigned to an employee of that group. Often times, they are inexperienced and do not know how to solve a problem and will pass me off to another department. I will spend countless hours getting the run around and more often than not, I end up back where I started with that original department. Even when I can get a solution right away, sometimes one person will give approval to do something but if I call back again, I deal with someone else and they may say they do not approve the request. It’s extremely frustrating and since we are the ones facing the client , we are the ones who have to deal with the backlash.

Fees associated with moving or paying with money.

Sometimes it takes a long time to get payments from my clients. It would be helpful if the payments could come more quickly.

the problem we face daily is irregular signature by the customers, my try all our best to make sure they get there signature right, even though we still show them on the screen

One big issue we face is getting new technology to work smoothly with our old systems. This often causes delays and problems with data, making it hard for us to update our services quickly. A straightforward solution that helps new and old systems work together seamlessly would make a huge difference for us

Constant change in technology. It moves so fast and it’s hard to keep up

I would like for banks to explore new payment options and security on agile platforms.

Given our junior analysts the tools they need to create presentations that are beautiful, on brand, follow design best practices, and can be put together quickly.

It's tough to analyze financial data accurately when there are inconsistencies and errors from different departments.