Financial Services and Insurance Trends to Look For in 2024
As we step further into 2024, the financial services and insurance sectors find themselves at the forefront of a rapidly evolving landscape. Technological advancements, regulatory changes, and shifting consumer expectations are driving significant transformations in these industries. In this post, we will explore the key trends and predictions that are expected to shape the trajectory […]
5 Reasons Financial Brands Should Invest in Video
Long gone are the days when video was a “nice to have” communication tool. Today, it’s a must-have, even for financial firms and institutions. Without it, your website, client portal, e-newsletters and other virtual channels appear out of date or old school. According to a 2022 State of Video Marketing Report, 86% of businesses use […]
O’Neil Launches New CXM/CCM Solution Designed for Customer Acquisition, Bonding and Retention
O’Neil Digital Solutions, the nation’s leader in Customer Communications Management (CCM) and Customer Experience (CX), has launched ONEinteractive, a SaaS solution that optimizes the client-customer relationship for it’s financial services clients (defined contribution, life & annuity, banking, and wealth management). Through its robust data analytics and timely, personalized customer communications management, ONEinteractive provides a full-service […]
O’Neil Digital Solutions and Pentegra to Launch Plan Health Dashboard
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.
