March 19, 2021
Tech progress, competition, and the bid to humanize customer service
Digital tools have given customers more freedom and flexibility. But how can providers ensure the customer journey remains human and personal?
October 22, 2020
What we can learn from other banks' digital transformation
Banks immersed in digital transformation need to identify an omnichannel strategy & technology priorities, and strike a balance of traditional and digital.
August 12, 2020
Now is the time to prepare your post-covid advisory strategy!
Now is the time to act – how you can prepare for your post-COVID advice strategy and get ahead of the pack in the "next normal".
June 8, 2020
How insurance brokers can build trust in the face of COVID-19
How can brokers deliver a customer experience that is both remote and personal? Insurance brokers should use technology to grow trust and build loyalty.
April 9, 2020
Is an isolated video conferencing solution a false economy?
Video conferencing solutions may present an enticing 'quick fix' for organizations but are they really adding the value that clients seek?
The 3 essential decisions you must make to launch a successful chat program
