5 Reasons Financial Brands Should Invest in Video
Long gone are the days when video was a “nice to have” communication tool. Today, it’s a must-have, even for financial firms and institutions. Without it, your website, client portal, e-newsletters and other virtual channels appear out of date or old school. According to a 2022 State of Video Marketing Report, 86% of businesses use […]
How Digital Transformation & CCM Builds Loyalty in Tough Times
It’s safe to say that the last couple of years haven’t been easy on the economy – or your customers. Facing a global pandemic, disrupted supply chains, labor shortages, and inflation, businesses are dealing with all sorts of unprecedented challenges. As a result, customers are tightening their purse strings. They likely won’t cut back on […]
What to Do If Your Customer Communications Vendor Partner Fails You
Inflation, supply chain issues, and the lack of human resources are driving countless brands to skyrocket fees or change their contract structures. Add to these challenges the recent rash of data breaches, and you’re likely questioning whether your customer communications partner is the best fit for your organization. If your current customer communications partner is […]
5 Best Practices for Financial Advisors Looking to Improve Client Engagement
In financial services, improving the client experience is everything – what they need, what they want, and where they want to go. While this universal principle hasn’t changed, the ways in which advisors build relationships and engage with clients are drastically shifting to meet new standards. For decades, financial advisors checked in once, maybe twice […]
The Evolution of CCM & How to Prepare for What’s Ahead
Customer communications management (CCM) isn’t what it used to be. In the past, CCM focused on the creation and delivery of static, printed documents such as bills, statements, and correspondence. Many companies, especially those in the healthcare and finance industries, outsourced the development of these communications to large printing facilities that leveraged automated workflows for […]
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. […]
