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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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.
For Critical Financial Communications, You Have a Choice
As a financially-sound, privately-held company, O’Neil is positioned to continue to provide client solutions today and for many years to come.
Global Asset Management: 2020 Strategic Leadership Forum
O’Neil Digital Solutions will be exhibiting at the 2020 NICSA Strategic Leadership Forum, February 26 – 28 at the Marriott Harbor Beach in Ft. Lauderdale, FL.
