Weston McDonald - Financial Services Practice Lead Resources

September 29, 2022 Customer Strategist

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.

Financial Services and Insurance

March 29, 2016 Blog

The Next Step in Mobile Banking: Frictionless Service

Property and Casualty Insurance

December 9, 2015 Blog

Research: Insurance Claims Process Do’s and Don’ts

Property and Casualty Insurance

September 14, 2015 Blog

Goodbye, Multichannel! Future Financial Relationships Require an Omnichannel Approach

Retail Banking

July 30, 2015 Blog

Banks Must ‘Branch’ Out to Reach Millennial Consumers

Retail Banking

June 17, 2015 Blog

Forecasting Financial Services’ Next Generation of Mobile Customer Engagement

Retail Banking

May 21, 2015 Blog

Bringing the Amazon Experience to the Financial Ecosystem

Retail Banking

April 30, 2015 Blog

Cold Calls Dwindle as Insurance Agents Warm Up to Digital Marketing

Property and Casualty Insurance

February 18, 2015 Blog

Three Steps for Adopting Advanced Analytics in Financial Services

Financial Services and Insurance

January 14, 2015 Blog

Banking on Small Business: How Value and Understanding Will Win SMB Clients

Financial Services and Insurance

December 22, 2014 Blog

Understand These Five CX Changes in Banking for a Stronger Competitive Advantage

Financial Services and Insurance

August 7, 2014 Blog

Personalization Drives Customer Acquisition and Retention for Insurers

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