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 […]

Utilize Customer & Consumer Data For Aligned Healthcare Communications

Key Trends & Tips for Health Plan Leaders Health plan leaders looking to attract and connect with new members, and bond with existing members, know they have their work cut out for them. Long gone are the days when you can send out a generic, one-size-fits-all marketing campaign with the hopes it will resonate or […]

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 […]

O’Neil Digital Solutions Secures Leadership Position In Aspire’s CCM-CXM Service Provider Leaderboard

ONEsuite Platform Provides a 360° View of Customers for Deep Insight and Engagement. O’Neil Digital Solutions, the nation’s leader in Customer Communications Management (CCM) and Customer Experience (CX), is pleased to announce its 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 […]

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 […]

Customer Communications Management Software Highlights

The best customer communications management software goes beyond building brand awareness to facilitate lifelong brand relationships. ONEsuite, the flagship product from O’Neil Digital Solutions, does that and so much more. Our robust platform modernizes and transforms your communications to improve customer satisfaction and generate more revenue. In today’s world, you can’t afford to fall short […]