COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’
How financial organizations can meet customer expectations at every stage of the customer lifestyle with different digital touchpoints and channels.
Customers need to trust their mortgage lenders. How can you deliver convenient and personal mortgage advice that wins trust and boosts sales?
With targeted online ads being restricted by the likes of Google and Facebook, could customer education represent a powerful alternative for digital marketing?