August 28, 2014 Blog Financial Services and Insurance Financial Institutions Need a Value Proposition that Spans a Customer’s Lifetime Journey
July 8, 2014 Case Study Financial Services and Insurance Marketing Analytics Drive Costs Down 60% The insurance industry is highly competitive. Countless ads bombard consumers to sign up or switch providers. Cost-effective customer acquisition is a major challenge. That's where we come in.
June 25, 2014 Case Study Financial Services and Insurance Build an omnichannel experience Our client needed help aligning business processes and systems to provide consistent member experiences across the board. We helped develop a strategic roadmap for sharing customer data across channels.
February 16, 2014 Case Study Financial Services and Insurance Millions of reasons to stay connected with customers Our client had just partnered with a new marketing organization and was deploying a new database and deployment solution, but it was a year away. We were able to help speed up the process.
January 12, 2014 Case Study Financial Services and Insurance Employee engagement = customer satisfaction Our client had just given out a customer survey that had customers rate their satisfaction with their account executive. The survey revealed their CSAT scores were in decline. They brought us in to find a solution
January 12, 2014 Case Study Financial Services and Insurance Financial services leader strengthens customer loyalty Our client wasn’t content with simply offering the best customer experience in the industry; they wanted to widen the gap even more. We were able to help the client by implementing multichannel support.
March 1, 2013 Customer Strategist Financial Services and Insurance Data Livens Up Financial Relationships at Old Mutual Old Mutual uses data strategy to break away from life insurance’s “buy and die” relationship reputation and deliver significant ROI.
March 1, 2013 Customer Strategist Financial Services and Insurance Five Steps to Big Data Dominance in Banking Superior customer experiences and improved internal efficiencies require smart use of newly available Big Data.
September 1, 2012 Customer Strategist Financial Services and Insurance MassMutual Embodies the Human Side of Financial Services Under the watchful eye of Chief Customer Experience Officer Todd Lee, MassMutual strives to make sure its customers are supported and treated with empathy.
September 1, 2011 Customer Strategist Financial Services and Insurance Rightsizing Bank Staff Leads to Customer-Centric Growth Financial services organizations that use analytics to inform their branch staffing decisions will improve both customer satisfaction and operational profitability.
July 1, 2011 Customer Strategist Financial Services and Insurance Multichannel Strategy for the Financial Services Industry Companies must shed their preconceived notions of multichannel strategy and see its true potential for providing a positive customer experience.
December 1, 2010 Customer Strategist Financial Services and Insurance Mashreq Bank Rewrites the Rules of (Customer) Engagement The UAE's changing economic and demographic landscape has forced Mashreq Bank to begin a three-year transformational journey to become customer focused.
