Engage Your Clients With Top-Notch Customer Service
In 2017, financial agents are competing, tooth and nail, to attract and retain their client base. How can you offer an experience that makes your clients want to continue doing business with you? If you’re thinking “create a killer social…
Digital Customer Experience vs. Customer Experience
Over 3,424,900,000 people use the internet every day. 90% of those people have used it to purchase something or contact a business within the last year alone. In the United States, Germany, France, U.K., and Canada, over 80% of the population…
How are Financial Services Delivery Channels Changing?
As Bob Dylan once sang: “the times, they are a changin”. This song-worthy statement certainly holds true in the financial services industry today. From online and mobile experiences to the internet of things, to robo-advisors and the use…
How to Build Customer Loyalty in the Digital Age
This post was authored by Matthew Draper and originally appeared here on Liferay.com
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The age of digital transformation has helped companies better understand and connect with their target audiences,…
Are Banks Failing at Customer Experience?
Welcome to Part 2 of our two-part series examining customer experience in banking, through graphics from the Financial Brand. In Part 1 of this article, we discussed which channels consumers use to research various financial products (or services)…
The State of Customer Experience in Banking by the Numbers
Most people use more than one financial institution for their banking needs. It is easy to see the competition from other big banks, but many financial institutions struggle to quantify the threat from FinTech firms. Customer experience (CX)…
What is Personalized Marketing?
This post was authored by Corbin Murakami and originally appeared here on Liferay.com
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Personalization is and has always been effective. Dale Carnegie once said "a person's name is to that person the sweetest and most important…
