Information about us and our observations on the industry we serve.
Live chat software uses high-tech to get more qualified leads and increase conversions rates in financial institutions. Make the most of live chat with these tips.
Secure text messaging is a useful solution for banking activities such as mortgages advice, private banking or insurance. Read on to discover why.
Like other sectors of the industry, wealth management is grappling a major question: What should be automated by robo-assisted services and what should be left for human expertise to best service clients?
Customers are now using more than six channels on average to keep in touch with their bank. But they still want human help – probably a lot more often than banks realize. That’s why financial institutions have to ensure their digital transformations enable hybrid interactions – part human, part robot.
Banks are being forced to rethink their raison d'être these days. It’s no longer enough to exist for the sole purpose of turning a profit. With a powerful purpose, banks can reconnect with the community they serve and rediscover the very human side of banking – and do well. Find out more on the benefits of pursuing a customer-centric purpose.