South State Correspondent

APRIL 27, 2022

We have prepared a free ebook that contains brainstorming questions to help you better understand total experience. The total experience is the product, the user’s journey with the product, the marketing/branding, and the interaction between the users and support staff. You can download it HERE. Build from there.

Customer Experience 195

Customer Experience eBook User Experience Policies 195

Social Assurance

DECEMBER 17, 2021

Starting a new year is a good time to hit refresh on processes in place – including your brand’s content marketing strategy. If you missed it, we broke down what content marketing is here. What is a Content Marketing Strategy? A content marketing strategy is the use of valuable content to reach business goals.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

FICO

MARCH 10, 2022

With all the diversity of preferences in the market, banks working to communicate with customers in their preferred channels clearly have their work cut out for them. That negative experience can lead to increases in contact center costs, erosion of brand equity, and customer churn. Knowledge – something you know (e.g a password).

Fraud 52

Fraud Survey Cards Customer Experience 52

FICO

MARCH 28, 2023

While most marketers were comfortable using data and had access to a wide variety of data types, there was an interesting disconnect. See an illustrated explanation in our Applied Intelligence ebook. This points to a bigger issue. Banks need insights that help them meet customers where they are in life. Think of it this way.

How To 52

How To Analytics Data Strategy 52

Fintech Labs Insights

OCTOBER 3, 2016

Debuted first eBook, A Better Financial Life. Added to its Compliance Document Management Solution, CertCapture. Enlisted to Marketo for new marketing solutions. Partnered with Scotiabank to co-brand loans for SMEs in Mexico and Canada. Introduced compliance solution to help meet new FRTB requirements.

San Francisco 18

San Francisco Taxes Lending Colorado 18