Why the Customer Journey Is the Path Forward for Financial Services
The customer journey – the process by which a customer interacts with your company to achieve an end goal – isn’t a foreign concept to the financial services industry. However, […]
Why Financial Services Can’t Afford to Ignore Customer Data
Use our helpful checklist to identify the right platform for your financial firm A new generation is changing the financial services industry. Historically, traditional banks, insurers, wealth management firms, and […]
CCM: Know Your Audience to Build Engagement & Member Satisfaction
It’s often reported that healthcare companies trail most industries in customer satisfaction, and that health plan members are increasingly dissatisfied with their plans. However, there’s indication over the past few […]
Hello, I’m Here: Welcome To the Live Persona
I used to be a little puzzled when I read the documents given to me at the end of a physician appointment. My eyes scanned over the information that encompassed my vitals.
Health Plan Member Communications: Difference is In the Data
A recent study indicates that only 56% of health plan members feel they can get help from their plan when they need it or that their health plan understands them or their wants and needs.
