Don't Eliminate Human Interaction in Your Business
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Don't Eliminate Human Interaction in Your Business

80% of people said they prefer to chat with a human being when doing business with a financial services brand. Brands in financial services should focus on providing best-in-class human interaction to go along with their digital marketing efforts.…
Emerging Technologies and The Future of Customer Engagement
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Emerging Technologies and The Future of Customer Engagement

Over 4.75 billion people worldwide use at least one mobile device. This widespread acceptance has dramatically changed the way brands engage with their audience. People are always accessible. This accessibility allows brands to use mobile channels…
How to Project Warmth and Competence
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How to Project Warmth and Competence

In a previous article, How Warmth and Competence Affect Customer Perceptions, we discussed how warmth and competence play a major role in how people perceive other people and businesses. Because of this, a brand (or person) must project warmth…
Worthy Intentions: How Customers View Your Actions
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Worthy Intentions: How Customers View Your Actions

How can financial service brands improve the quality of their relationships with customers? It’s a question asked by many leaders in financial services and is the major theme of a book called The Human Brand. The Human Brand, by Chris Malone…
How Warmth and Competence Affect Customer Perceptions
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How Warmth and Competence Affect Customer Perceptions

Warmth and Competence Whether we recognize it or not, humans judge things and other people as soon as we come into contact with them. Immediate judgments, inaccurate as they may be, set the tone for how we interact with others throughout the…
How Do Customer Experience Improvements Impact Revenue?
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How Do Customer Experience Improvements Impact Revenue?

This post was authored by Matthew Draper and originally appeared here on Liferay.com ----------------------------------- Without seeing detailed statistics concerning the impact of online customer experience (CX) on their company's bottom…
Engage Your Clients With Top-Notch Customer Service
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Engage Your Clients With Top-Notch Customer Service

In 2017, financial agents are competing, tooth and nail, to attract and retain their client base. How can you offer an experience that makes your clients want to continue doing business with you? If you’re thinking “create a killer social…
Digital Customer Experience vs. Customer Experience
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Digital Customer Experience vs. Customer Experience

Over 3,424,900,000 people use the internet every day. 90% of those people have used it to purchase something or contact a business within the last year alone. In the United States, Germany, France, U.K., and Canada, over 80% of the population…
How are Financial Services Delivery Channels Changing?
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How are Financial Services Delivery Channels Changing?

As Bob Dylan once sang: “the times, they are a changin”. This song-worthy statement certainly holds true in the financial services industry today. From online and mobile experiences to the internet of things, to robo-advisors and the use…
How to Build Customer Loyalty in the Digital Age
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How to Build Customer Loyalty in the Digital Age

This post was authored by Matthew Draper and originally appeared here on Liferay.com ----------------------------------- The age of digital transformation has helped companies better understand and connect with their target audiences,…