How to Use The Power of Data Analytics in Improving Financial Communications
In today’s fast-paced digital landscape, financial services organizations, including banks, investment and wealth management firms, and insurance companies, are continuously seeking innovative ways to enhance customer experience and stay ahead of the competition. One powerful tool that has emerged as a game-changer is data analytics. By harnessing the power of data analytics in participant communications, […]
Revolutionize Customer Communications: Introducing Our ONEsuite Platform with AI
In today’s competitive business landscape, providing an exceptional customer experience sets a company apart from its competitors. When customers have a positive experience, they are more likely to choose that company over others offering similar products or services. A positive customer experience leads to higher customer satisfaction, which, in turn, builds customer loyalty. Satisfied and […]
Would AI take us back to the future?
This article was written by Kaspar Roos of Aspire, and shared with permission. My thoughts about DSF’23 This year’s Document Strategy Forum was held from May 22 to 24 in Charlotte, NC. Many CCM professionals meet annually at DSF to discuss evolving trends and best practices. Artificial intelligence was the most discussed topic at this […]
The Top 4 Healthcare Communication Trends in 2023 (So Far)
In many ways, the COVID-19 pandemic heavily impacted the healthcare communications and marketing landscape. While instilling trust has been a longtime priority for organizations across the industry, the critical phase of the pandemic put these goals to the ultimate test. Medical cost increases, workforce fluctuations and ongoing uncertainty related to the short- to long-effects of […]
Enhance Revenue Streams for Financial Institutions: The Impact of a powerful CCM Platform
As economic uncertainty continues into Q3 and beyond, consumers rely on their financial institutions for not only up-to-date information, but holistic, tailored service and communications based on their needs. Unfortunately, many financial services companies struggle to deliver insights at the speed and quality that their members demand – and deserve during these distressing times. Without […]
5 Strategies for Financial Service Providers to Boost 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 […]
