Customer Collaboration
Wealth Advisory
Branch Networks
May 26, 2020
Customer service communication tips for financial services
A world-class customer service is essential to deliver a personalized experience and build a trusting relationship with banking customers.
April 23, 2020
Digital banking transformation in the times of COVID-19
Digital transformation isn’t just about automating and going virtual. It’s about offering customers a choice with strong banks that can adapt to change.
January 17, 2020
How do chatbots work in financial services
Chatbots in financial services can make customer processes faster, offering a starting point for advice on complex issues like mortgages and insurance.
December 18, 2019
Do you know what your insurance agent wants for Christmas?
My friend’s mom is choosing a Christmas present for her insurance agent. What turned her difficult situation into a personal relationship?
November 29, 2019
Chatbots vs live chat for customer service
As banks become more digital, customers still value chatting with a human agent. Opt for a hybrid experience by merging chatbots with a live chat solution.
June 25, 2019
A Hybrid Approach to Financial Planning: What’s the Right Mix?
What should be automated by robo-assisted services and what should be left for human expertise? Learn more about hybrid advisory to better serve clients.
April 9, 2019
Reinventing trust in a digital world (Part 2)
Although customer trust is low, banks still hold and manage individual wealth. This is a huge advantage that must be leveraged wisely.
April 3, 2019
Reinventing trust in a digital world (Part 1)
Customers still endow banks with their trust of keeping their money safe. This is huge advantage that must be leveraged wisely.
March 15, 2019
Disruptive Innovation: Banking 2030 (Davos)
Davos experts discuss cryptocurrency, consumer trust, consumer empowerment on data privacy, digital identity and more.
November 6, 2018
Transforming culture: What does digital culture look like?
If digital transformation is going to succeed, it has to be a cultural transformation. So how does a digital culture act and behave?
October 9, 2018
The Digital Frontier: Have we left seniors behind?
Senior citizens are the last adopters in digital banking. Banks must support this important customer segment by encouraging seniors to adopt digital tools.
September 26, 2018
Caught up in Disruption: Let’s challenge our digital assumptions
Digital vs. human: Customers still want to see and talk to other people. Apply this to understanding the entire customer journey.
The 3 essential decisions you must make to launch a successful chat program
