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 […]
The Shift From Traditional to Tailored: How Data Transforms Customer Engagement in Retirement Planning
In retirement services, a firm’s approach to understanding and communicating with its clients can drastically influence customer satisfaction and financial outcomes. Let’s explore the experiences of two women, Kayla and Danielle, who receive services from different financial firms with contrasting communications strategies. Meet Kayla: The Traditional Approach Kayla, a 35-year-old professional, interacts with Company A […]
Navigating Weight Loss and Tirzepatide GLP-1: How Health Plans Can Better Support Members
In healthcare, weight management remains a critical aspect of overall well-being. With the emergence of groundbreaking treatments like Tirzepatide GLP-1, including brands such as Ozempic, Wegovy, and Zepbound, health plans have a unique opportunity to enhance communication and support for members on their weight loss journey. As these medications gain traction and prove to be […]
Deliver Powerful Customer Experiences in Financial Services: Driven by O’Neil Digital Solutions
The competition is fierce, and customer expectations are constantly changing. This is today’s financial landscape, where delivering exceptional experiences throughout the client lifecycle is paramount. At O’Neil Digital Solutions, we understand that seamless communication shapes the perception of financial institutions and fosters enduring relationships with clients. That’s why we offer a comprehensive suite of products […]
Unveiling Personal Narratives: How Data Tells a Story About Every Customer
In the dynamic and ever-evolving landscape of health insurance and financial services, the profound saying “data tells a story” has become increasingly relevant. Behind every individual, whether in a health plan, a 401k plan participant, or an insurance policyholder, lies not just data but a vast reservoir of information, a narrative intricately woven into complex […]
Four in ’24: The Major Trends Impacting Customer Communications
Discover how data, omnichannel experience, artificial intelligence (AI), and more are shaping CCM strategy this year and beyond As always, a New Year puts social and technological advancements under the microscope. With cutting-edge platforms and tools continuing to drive the evolution of consumer expectations, businesses must adopt innovative strategies that seamlessly blend data, omnichannel interactions, […]
O’Neil Digital Solutions Revolutionizes Customer Experience & Communications with the Launch of ONEsuite 4.0
Cutting-edge AI-powered platform elevates customer communication and experience management to unprecedented levels. LOS ANGELES, Oct. 19, 2023 /PRNewswire/ — O’Neil Digital Solutions, a trailblazer in customer experience and communication solutions, proudly announces the launch of its groundbreaking ONEsuite version 4.0. This latest release provides a self-service solution for clients to transform customer engagement by seamlessly integrating artificial intelligence […]
Leveraging Social Determinants of Health to Deliver Exceptional Customer Experiences
In the rapidly evolving landscape of financial services and insurance, customer expectations are higher than ever before. Today’s customers demand personalized, relevant, and meaningful interactions. To meet these expectations and build stronger relationships with clients, financial and insurance companies are turning to data analytics and social determinants of health (SDOH) to provide more meaningful communications […]
How Data Will Reshape the Life Insurance Landscape
Elevating Customer Engagement and Fostering Loyalty: Unleashing Data-Driven Strategies in the Life Insurance Arena In a swiftly evolving digital era where competition among life insurance firms intensifies, the imperative to enhance customer retention strategies takes center stage. According to a recent 2023 Gartner report, which surveyed over 2,200 CIOs and technology executives across 81 countries […]
