Automation is playing a bigger role in the media and entertainment industry’s drive to boost productivity. New research from Salesforce and Omdia explores how automation can help you engage with customers and make your teams more efficient.
Your customers trust you with their data. Make sure you have an ethical personalization strategy as data grows ever more central to customer relationships.
While telecom companies have revolutionized what they offer to enterprise and everyday consumer clients, it’s time to show that same love to small and medium business clients.
Roughly ⅓ of insurance customers have switched providers over the past year. We surveyed leading financial services executives to learn more about how a more personalized customer service approach can improve retention rates.
As clients want more proactive advice and personalized plans, it may be time to step your game up. We’ve outlined 3 ways you can improve the financial advisor-client relationship by thinking like a coach.