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

Perficient

To avoid a fall, first take stock of your firm’s customer experience and digital maturity. This includes knowing how your peers and senior leadership perceive said maturity. When management disagree on CX goals, priorities or projected impact, delivery teams are left holding the bag. Perficient: Digital Strategy Experts.

Meeting 309
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Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. In the past, clients managed their finances in silos. And, clients are demanding that these interactions happen digitally.

Insiders

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Killing Strategy: The Disruption Of Management Consulting

CB Insights

The early consultants changed that by using market research and data analysis combined with niche expertise to help companies manage their supply chains, improve their product positioning, and enter new markets to beat their competitors. From one perspective, the position of management consulting as an industry has never seemed more secure.

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Alphabet’s New CEO, Millennial Black Friday Spending And Digital Drivers’ Licenses Top This Week’s News

PYMNTS

He will be the executive responsible and accountable for leading Google, and managing Alphabet’s investment in our portfolio of Other Bets.” . Visa is working with four global finance firms to help FinTechs issue digital and plastic payments. Trucking Payments Tools That Are In It for the Long Haul (Amex Next-Gen Payments Report).

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Cisco Financial Services welcomes imimobile

Cisco

Earlier this year Cisco completed its acquisition of imimobile, adding an enterprise-grade, digital-first client interaction management platform to Cisco’s industry-leading collaboration and contact center solution portfolio. Automation is one of the essential parts of any digital strategy.

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Moving Beyond The Limits Of ‘Cash And Dash’ ATMs

PYMNTS

But, as is the case with so much in banking, technology can make the ATM a potent tool for customer engagement — boosting ROI, too — if financial institutions (FIs) leverage a holistic approach with the machines themselves, with a focus on self-service use cases. Their hours may not easily dovetail with the 9-to-5 workday.

ATM 158
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Is “Enterprise Intelligence” an Oxymoron? Breaking the 5 Blockers

FICO

It is generally held that most traditional companies have all the information they need to make smarter customer decisions that will improve customer loyalty and increase revenue, but it’s sitting in silos scattered across the organization, and management just can’t figure out how to make it all work together and across all channels.