Leveraging Data and AI to Optimize Financial Communications for Better Customer Outcomes
Marketing and digital change agents, such as Chief Marketing Officers (CMOs) and Chief Experience Officers (CXOs), are pivotal in transforming how wealth management, retirement services, and investment management firms engage with their customers. Data analytics and artificial intelligence (AI) have ushered in new opportunities to refine customer communications, drive superior financial outcomes, and foster long-term […]
Customer Enrollment Kit Platform for Healthcare and Financial Industries
O’Neil Digital Solutions launched their newest release of their enrollment kit solution, called ONEkit™ 2.0. This new tool allows customers complete flexibility to create, manage and order enrollment materials for their new and existing customers.
