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, it’s certainly changed, especially when it comes to the ways in which customers shop for solutions and engage with their providers. Powerful forces such as […]

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 other financial institutions have cornered the competitive landscape. However, they’re being challenged by new fintech apps (think Venmo, Branch, Affirm, Square etc.) and other startups […]

The Aspire Leaderboard CCM/CXM Service Provider Analysis

Aspire Analyst’s Overview of O’Neil Digital Solutions O’Neil Digital Solutions announced in October their position as a leader in the CCM-CXM Service Provider Aspire Leaderboard, a dynamic, digital-first, positioning grid that ranks service providers across the CCM and CXM industries. The Aspire Leaderboard helps enterprises analyze both CCM technology vendors and Service Providers based on […]

Regulatory Document Management Overview

Given the potential for costly settlements, unfavorable court rulings and regulatory fines, the stakes are enormous for companies that handle sensitive customer data and communications. Compliance standards and regulatory document management requirements can vary at any time. Fortunately, O’Neil Digital Solutions vigilantly tracks the latest changes. We understand what security measures must be in place. […]

O’Neil Launches New CXM/CCM Solution Designed for Customer Acquisition, Bonding and Retention

O’Neil Digital Solutions, the nation’s leader in Customer Communications Management (CCM) and Customer Experience (CX), has launched ONEinteractive, a SaaS solution that optimizes the client-customer relationship for it’s financial services clients (defined contribution, life & annuity, banking, and wealth management). Through its robust data analytics and timely, personalized customer communications management, ONEinteractive provides a full-service […]

Michael Straubel Joins O’Neil as Managing Director of Global Partnerships

Global Business Development Executive Michael M. Straubel Joins Fintech CCM and CXM Leader O’Neil Digital Solutions as Managing Director of Global Partnerships O’Neil Digital Solutions, the leader in Customer Communications Management (CCM) and Customer Experience Management (CXM), today announced the appointment of global fintech and business development executive, Michael M. Straubel, in the newly created […]

Data Analytics Platform Key to CCM & CXM Success

Are you searching for a more comprehensive, personalized, and effective way to connect with your audience? Are you losing revenue opportunities by not comprehensively knowing your audience, and therefore, cannot properly serve them or anticipate their needs? Do you want to improve your customer experience, retention, and industry rating? These are the questions enterprises grapple […]

Breakthrough Customer Data Analytics and Intelligence Engine for CCM and CXM

In an unprecedented development in the Customer Communications Management (CCM) and Customer Experience Management (CXM) space, O’Neil Digital Solutions announced the launch of ONEscore, a data analytics and intelligence platform that enables clients to accurately study recipient behavior in real-time and properly segment their customers using 360° live personas.

O’Neil Announces New CCM Platform Upgrade

O’Neil Digital Solutions has launched a new release of it’s flagship ONEsuite platform, an enterprise CCM, CXM and Digital Transformation solution. ONEsuite enables enterprises to achieve their digital transformation goals while effectively improving customer communications.