Yet another acronym is making the rounds; this one, CEM, or customer experience management, roughly combines the adage "the customer is always right" with the latest techno-scheme of "predictive analytics."
Gamification. Sounds like yet another trendy, buzzy, shot-in-the-dark term people make up to hype the latest hair-brained approach to financial services operations, a term like Big Data, BYOD, or social…
Remote channels have become the primary method to apply for new accounts, insurance policies, loans, and to get financial advice. But, research shows that consumers turn to channels where they can receive human help and assistance for complex financial activities.
How can organizations deliver a personal touch in a remote, non-face-to-face world? What tools do advisors and agents need to drive digital customer engagement – virtually?
Download this ebook to learn how to recreate the power of the face-to-face meeting in your to end-to-end digital processes.