5 Ways Financial Services Providers Can Decrease Churn, Increase Customer Loyalty
Customer churn is the ultimate challenge for all financial services and insurance providers. It’s even more worrisome as companies face increasing economic uncertainty, competition from new players, and new startup technologies that disrupt traditional ways of conducting business. How does churn affect financial services and insurance providers? Here are a few other reasons to concern yourself […]
Rethinking Production of Your ANOC and EOC Communications
While healthcare organizations always need to be on top of their communications game, there’s one time of year that can be especially demanding: ANOC and EOC compliance. Within the first week of May, the Centers for Medicare and Medicaid Services (CMS) release their marketing model materials for the following coverage year. These materials, released separately […]
SEC’s Rule 30e-3 Change: How Financial Firms Need to Prepare for the Shift
Back in October 2022, the Securities and Exchange Commission (SEC) released amendments to Rule 30e-3. Essentially, the changes instigate major reforms to: 1) shareholder reports for open-end mutual funds and exchange-traded funds (ETFs) registered on Form N-1A; and 2) advertisement rules for all registered investment companies, including closed-end funds and business development companies (BDCs). These […]
ONEscore: Campaign Management for Better Customer Experiences
As the communications landscape rapidly changes, businesses need to communicate more effectively to ensure customer satisfaction and brand loyalty. O’Neil’s ONEscore solution provides a centralized campaign management platform that helps clients get to know and understand their audience, enabling more personalized and meaningful communications. This creates a better overall experience for the customer. Data-Driven Campaigns […]
How to Convince Your Executive Team to Invest in CCM
Are you looking to gain more budget and buy-in for your customer communications management (CCM) and customer experience (CX) initiatives? The benefits of investing in an all-in-one platform with augmented capabilities far outweigh the costs, but it’s not always easy to convince C-suite executives who ultimately control where dollars are allocated. Many companies put millions […]
O’Neil Digital Solutions’ ONEsuite Platform Named a Global Leader on the Aspire CCM-CXM Leaderboard™️
ONEsuite Platform continues to augment CCM/CXM operations, cost-savings, employee and customer experiences, and more LOS ANGELES, CA – January 10, 2023 – O’Neil Digital Solutions, the nation’s leading Customer Communications Management (CCM) and Customer Experience (CX) provider, is pleased to announce that its ONEsuite platform was recognized as an international leader in the Communication Experience […]
Critical Elements for Your 2023 CCM Planning
Over the last few weeks, your inbox and alerts are likely inundated with 2023 CCM and CXM trends. But what does it take to capitalize on the latest recommendations? Top organizations map out objectives as well as a CCM plan that puts these lofty ideas into action. Beyond your overall communications goals (i.e. brand awareness, […]
Your Roadmap to the Top CCM + CX Trends in 2023
Did you know that two-thirds of consumers say most companies they engage with need to improve their customer experience? Across all industries, brands are under tremendous pressure to deliver rewarding, memorable, and seamless experiences. It’s the constant challenge – and it won’t change in 2023 or the years to follow. Thus, it’s critical for financial […]
A Digital-First CCM Approach: 5 Ways to Prepare for the Shift from Paper to Digital Communications
There are a variety of trends and economic factors that have influenced the ongoing digitization of customer communications management (CCM). Whether it’s enhanced sustainability awareness, shifts in consumer preferences, rising paper and postage costs, postal service delays, or lingering COVID-19 effects, one thing is clear: Paperless is the future. The latest data and research provide […]
