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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 a financial advisor and their client has always been a high-touch one, with in-person meetings and phone conversations at the center of each touchpoint. However, with the sheer amount of growth that communications technology has seen...

Earlier this month, Apple opened a new branch of its retail stores in southern Manhattan. Apple World Trade Center welcomed huge crowds of zealous fans and customers, elated at the chance to sample the newest offering from the company. Considering the hype and magnitude of runway for any new Apple product, the enthusiasm displayed at the grand opening wasn’t unexpected. The cheering crowds, meticulous building architecture, and grinning employees remained synonymous with the brand. Only one thing...

The premier fintech event of the year, FinovateFall promises to showcase some of the greatest new tech for financial services! If you can make it out to the Midtown Hilton this year, look out for the following themes and businesses gearing up to disrupt the industry as we know it. 1. Better Business with Smarter Data As businesses (startup and enterprise) move toward a more Agile process structure, data-driven decision making has taken center stage. Getting good, accurate...

Innovative training on this nation is instantly turning into a need inside firm team as an alternative to an extravagance. Within the past the consumers who had a secondary university exercise nonetheless had the prospect to manufacture a outstanding world for themselves and their people. Those people days are rather quickly turning into a second dieing coal on the past. In the off opportunity that you choose to would like to have immense acquiring prospective amid...

Customer Experience, or CX, is the collection of interactions between a business and its customers. The customers’ perceptions of this experience and the resulting feelings about the company dictate brand value and are measured with metrics such as NPS. Brand value ultimately determines the company’s future and longevity.  As such, understanding your personal approach to CX is critical. To evaluate your own CX approach, consider discovering your CX personality.  While no one personality type is better than...

Customer Experience, or CX, is the collection of interactions between a business and its customers. The customers’ perceptions of this experience and the resulting feelings about the company dictate brand value and are measured with metrics such as NPS. Brand value ultimately determines the company’s future and longevity.  As such, understanding your personal approach to CX is critical. To evaluate your own CX approach, consider discovering your CX personality.  While no one personality type is better than...

Customer Experience, or CX, is the collection of interactions between a business and its customers. The customers’ perceptions of this experience and the resulting feelings about the company dictate brand value and are measured with metrics such as NPS. Brand value ultimately determines the company’s future and longevity.  As such, understanding your personal approach to CX is critical. To evaluate your own CX approach, consider discovering your CX personality.  While no one personality type is better than...

Customer Experience, or CX, is the collection of interactions between a business and its customers. The customers’ perceptions of this experience and the resulting feelings about the company dictate brand value and are measured with metrics such as NPS. Brand value ultimately determines the company’s future and longevity.  As such, understanding your personal approach to CX is critical. To evaluate your own CX approach, consider discovering your CX personality.  While no one personality type is better than...

Monetary interactions once meant face-to-face meetings where cash exchanged hands. The financial services industry has since undergone innumerable transformations. With Finovate Europe right around the corner, let's take a moment to consider the advances and trends poised to happen in FinTech over the next 12 months. Reintegration of the Human Factor Past years have seen financial services trending toward a more digital implementation.  From online banking to mobile payments, companies have catered to the demand for faster and...

Over the last decade, there has been an enormous shift in focus from product to customer.  Whereas product quality was once the main priority, customer interaction has taken center stage as the new frontier for achieving competitive advantage.  Deep-level communication with customers leads to loyalty if nurtured properly. This loyalty means customer retention and customer retention means retaining market share.  No wonder businesses are trending toward this shift so quickly. Your company is probably no different.  The...