Remove Customer Experience Remove Management Remove Millennials Remove Survey
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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

A survey by market research firm Engine of 1000 individuals who currently use a financial advisor in the United States and Canada provides some quantitative support for what we all felt in our gut: investor communication preferences have undergone a lasting transformation from the COVID-19 pandemic.

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5 Considerations When Seeking a Financial Advisor

Perficient

In fact, in a survey conducted by MagnifyMoney , 42% of respondents (notably, 48% of women and 35% of men surveyed) indicated they believe financial advisors are “only for wealthy people,” and 25% of respondents indicated they don’t see the need for a financial advisor for those younger than middle-aged. population.

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For Millennials, Traditional Banking Is Not Anathema

PYMNTS

Turns out millennials are not the different-kind-of-banking-breed some had thought. In a survey held from the end of June into early July and conducted by SurveyMonkey , the web-based survey firm queried more than 1,000 adults above the age of 18, 290 of which were defined as 18- to 34-year-olds: millennials.

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New Study Shows Millennials Are Guarded With Their Personal Data

PYMNTS

19) released a report, dubbed “Millennial Study: Privacy vs. Customer Experience,” which charts the digital consumer preferences and behaviors of millennials in seven global markets — the U.S., LexisNexis Risk Solutions on Wednesday (Oct. The study also identified U.S. The study also identified U.S.

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Digital Banking: Humanizing the Customer Experience

FICO

Many enterprises have succumbed to the inclination to digitize everything, which by default leads to cold, clinical experiences. It’s difficult, but embracing new technology means that we have the opportunity – nay, the imperative – to focus on humanizing the customer experience. Omnichannel is customer-led.

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What Did You Expect? Delivering Experiences that Meet Customer Expectations (Part 1 of 3)

Perficient

In 2018 Gartner reported, “across all industries at least 84% of consumers say their experiences with using digital tools and services fall short of expectations”. Millennials — digital natives with arguably the greatest generational spending power — “have the lowest opinion of most industries’ digital services,” according to the same report.

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Top 5 Surprises from FICO’s Fraud and Digital Banking Survey

FICO

Top 5 Surprises from FICO’s Fraud and Digital Banking Survey. Our survey found that good fraud protection is paramount for customers - even though they themselves may exaggerate income or claims. Here are the top 5 surprises from that survey, along with tips for FIs on how to address or capitalize on them. FICO Admin.

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