Solve Problems Before You Sell

Most financial advisors adopt a sales-first approach without fully grasping clients’ situations. However, this backfires through disillusioned clients and lost accounts.  Advisors who first deeply understand…

Why are Customer Journey Maps Important?

Measuring customer engagement based on touchpoints can lead to your financial institution missing out on the overall customer experience. As the customers interact through multiple…

Reshaping Digitalization with No-code Systems

Digital transformation has increasingly become one of the top priorities for executives. Two concerns often shared however are the technical hurdles invariably associated with implementation, and lack…

Banks customer journey and AI

Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…

Gig Economy and Banking

How large is the gig economy? Financial institutions like banks and credit unions must adapt to the needs of their customers if they want to…

Banks customer journey and AI

Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…