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 […]
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, […]
A Customer-Centric Approach to Empower Health Plan Members
Effective communication plays a vital role in the relationship between health care payers and plan members. However, there are several challenges that payers face when it comes to plan member communications. Complex benefit explanations, limited engagement, and fragmented communication channels can hinder the overall customer experience. In this blog post, we’ll explore these challenges and […]
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 […]
O’Neil Digital Solutions’ ONEsuite Platform Named a Global Leader on the Aspire CCM-CXM Leaderboard™️
ONEsuite Platform continues to augment CCM/CXM operations, cost-savings, employee and customer experiences, and more LOS ANGELES, CA – O’Neil Digital Solutions, the nation’s leading Customer Communications Management (CCM) and Customer Experience (CX) provider, is pleased to announce that its ONEsuite platform was recognized as an international leader in the Communication Experience Platforms (CXP) and CCM-CXM […]
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 […]
Data Analytics Platform Key to CCM & CXM Success
Are you searching for a more comprehensive, personalized, and effective way to connect with your audience? Are you losing revenue opportunities by not comprehensively knowing your audience, and therefore, cannot properly serve them or anticipate their needs? Do you want to improve your customer experience, retention, and industry rating? These are the questions enterprises grapple […]
Breakthrough Customer Data Analytics and Intelligence Engine for CCM and CXM
In an unprecedented development in the Customer Communications Management (CCM) and Customer Experience Management (CXM) space, O’Neil Digital Solutions announced the launch of ONEscore, a data analytics and intelligence platform that enables clients to accurately study recipient behavior in real-time and properly segment their customers using 360° live personas.
