Financial Services and Lead Generation: Welcome to the Future
By Staff Writer on July 31, 2020
There is nothing more financial services would like to be able to do than predict the future. But the truth is they can only be sure about one thing: that
Cross Channel Connection
The Challenges and Opportunities for Today’s Financial Services Chief Executive Officers
By Staff Writer on July 27, 2020
In today’s constantly changing world, financial services executives face an increasingly challenging landscape. They must always be attentive keepers of their members/customers’ money while at the same time making important
Challenges in the face of COVID-19 for today’s financial services and the digital strategies that are more important than ever
By Staff Writer on July 24, 2020
Today COVID-19 is providing a wakeup call for financial services Chief Executive officers who face an increasingly challenging landscape. As the community shelters in place, members/customers who are more inclined
In the COVID-19 Crisis, Personal Pages Combined with Email or Text Outperforms Direct Mail and Email Blasts
By Staff Writer on July 21, 2020
From surviving to thriving, the digital future lies ahead accelerated by the COVID-19 crisis. Digital experiences have reached a tipping point for members/customers expectations to a more personal relationship that
CHARTING THE PATH TO THE NEXT NORMAL
By Staff Writer on July 13, 2020
The Chief Experience Officer plays a crucial role in response to the COVID-19 crisis Experience Officers have a leading role in supporting the financial services business and retail members/customers by leading
In 2018, It’s Still Personalization
By Staff Writer on February 28, 2018
“The whole concept of personalization is simply on steroids right now. It’s all about the consumer in that one moment in time,” states Terry Lundgren, Executive Chairman at Macy’s. “We’re
Lessons from Charities
By Staff Writer on February 14, 2018
Another email, another offer. But what if you received a message from your bank, car dealership or retail store saying, “Your continued business allows us to give back to the
Charting the Customer Journey
By Staff Writer on January 30, 2018
How did your customer become your customer? Whether they step through your door or purchased online, there is no one specific way you acquire a customer. References, research and happenstance
A Shocking Amount of Businesses Are Not Embracing Technology
By Staff Writer on January 17, 2018
A shocking number of companies aren’t taking advantage of the very basic technology available. For example: 52% of small businesses do not have a website 90% don’t have a mobile optimized website
