Why overcoming organizational disconnect and focusing on the entire customer journey are the keys to successful digital transformation.
New digital tools have revolutionized customer service, giving customers more freedom and flexibility. But how can providers ensure the customer journey remains human and personal?
Representing half the planet’s population, women are a diverse but powerful demographic. 80% of global purchasing decisions are already taken or influenced by women and their influence is set to grow.
The influence of female consumers in the financial sector is growing. But capturing a share of this increasingly powerful market poses challenges for the industry, which has traditionally been dominated by men.
Millennials and financial advisors: what can wealth managers learn from growing disruptive competition
Millennial’s inheritance will be the largest wealth transfer in history. Financial providers need to build a value proposition that engages this younger generation.