Weston McDonald - Financial Services Practice Lead Resources

September 29, 2022 Customer Strategist Financial Services and Insurance

Banking’s Most Important Currency: Customer Trust

Today’s banks must provide personalized cross-channel engagement to defend against new competitors and drive profit growth. There are five key pillars of trust that will improve customer engagement.
March 29, 2016 Blog Property and Casualty Insurance

The Next Step in Mobile Banking: Frictionless Service
December 9, 2015 Blog Property and Casualty Insurance

Research: Insurance Claims Process Do’s and Don’ts
September 14, 2015 Blog Retail Banking

Goodbye, Multichannel! Future Financial Relationships Require an Omnichannel Approach
July 30, 2015 Blog Retail Banking

Banks Must ‘Branch’ Out to Reach Millennial Consumers
June 17, 2015 Blog Retail Banking

Forecasting Financial Services’ Next Generation of Mobile Customer Engagement
May 21, 2015 Blog Retail Banking

Bringing the Amazon Experience to the Financial Ecosystem
April 30, 2015 Blog Property and Casualty Insurance

Cold Calls Dwindle as Insurance Agents Warm Up to Digital Marketing
February 18, 2015 Blog Financial Services and Insurance

Three Steps for Adopting Advanced Analytics in Financial Services
January 14, 2015 Blog Financial Services and Insurance

Banking on Small Business: How Value and Understanding Will Win SMB Clients
December 22, 2014 Blog Financial Services and Insurance

Understand These Five CX Changes in Banking for a Stronger Competitive Advantage
August 7, 2014 Blog

Personalization Drives Customer Acquisition and Retention for Insurers

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