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 […]
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 […]
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 […]
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. […]
As a financially-sound, privately-held company, O’Neil is positioned to continue to provide client solutions today and for many years to come.
What do you suppose is the number one reason why financial clients end their relationships with their broker or financial institution? The answer might surprise you. It’s poor communication.
O’Neil Digital Solutions, a sister company of Investor’s Business Daily, and a leading provider of Plan Sponsor and Participant Communications, has partnered with Pentegra to launch a Plan Health Dashboard.