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The Role of a Digital Salesperson Take your average, traditional salesperson. Most people instinctively know a salesperson as someone who is relentless in getting you to purchase one of their company’s product. Images of the pushy and overbearing car salesperson at...

Each year, J.D. Power releases its U.S. Insurance Shopping Study. The study for 2016 revealed that while insurers are investing in more digital channels with the customer experience in mind, they are facing challenges when it comes to converting online...

Whether you’re asking for opinions or not, customers offer them and give feedback on just about anything. Thanks to the availability of online channels that connect customers with businesses on a level unlike anything before, it’s almost as if customers...

Contact centers (traditionally known as call centers) have always been a crucial part of the customer experience. However, in past decades, the role of contact centers has been drastically evolving in order to meet customer expectations. When thinking about “call centers”,...

For some reason, Finovate seems to bring out the best of us and the recent FinovateSpring 2017 in San Jose, California was no different. We’re happy to announce we were once again selected as a Best of Show winner. Dan Michaeli,...

When clients entrust their financial advisors and wealth managers with their assets, they develop a relationship that goes far beyond a simple financial transaction - the currency is their family’s well-being and peace of mind. This type of relationship between...