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

Insights on Business

We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients. Learn more about IBM’s digital strategy and transformation consulting practice.

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

Perficient

Our story so far has explored the gap between what customers expect and what brands deliver. 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. Customers expect dependable, connected experiences from brands.

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Cisco Financial Services welcomes imimobile

Cisco

Before 2020, traditional financial enterprises were already focusing on digital transformation initiatives—both as an effort to improve customer experiences and a need to adapt to survive. Meeting customers where they are has been a common phrase and goal that customers share with us. Real-time SMS communications. Social channels.

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Agency, Interrupted: Insourcing, Digital Consultancies, and How to Work With Agencies

Perficient

Digital agencies merged decades-old creative and marketing experience with emerging user experience and interactive technology expertise to accelerate the dot com boom and give countless brick and mortar companies their digital start. But, as brands commoditize digital offerings, creative is not enough. Peak Creative.

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Killing Strategy: The Disruption Of Management Consulting

CB Insights

The company also lacked a cohesive vision that promoted collaboration between digital and the traditional corporate structure.” ” This company had an online presence generating data, but lacked leadership or a vision around how that online presence should work or how that data could truly benefit its core business.