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Sing It With Me: What’s the Mask Mandate Got To Do With Wealth Management?

Perficient

FEBRUARY 15, 2022

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.

Management 340
Management Rhode Island Delaware New Jersey 340
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Top 5 Customer Development Posts of 2022: Digital Banking and Pricing Opti

FICO

FEBRUARY 12, 2023

That said, customers have increasingly high standards and you only have a short amount of time to impress them (especially Millennials). Videos need to have lots of movement and good visual examples to keep your audience’s attention – and don’t be afraid to add some music! What can financial institutions learn from TikTok?

Digital Banking 52
Digital Banking eBook Analytics Customer Experience 52
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