Customer Experience Marketing Strategies Millennials White Paper 
William Mills
MAY 11, 2016
From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. Tim Dubes (VP, Marketing). Man, that’s true.
William Mills
MAY 11, 2016
Customers can store all of their online profiles in one secure location to improve user experience. What’s the market strategy? In 2015, 70% of customers preferred to open bank accounts through mobile channels. Fiserv is meeting that need for FIs and millennials. Tim Dubes (VP, Marketing).
William Mills
SEPTEMBER 7, 2016
Also a pretty good customer experience. I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. 09:36 am Daon – [link] – @DaonInc – Conor White – President. Biometrics?
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