Your Roadmap to the Top CCM + CX Trends in 2023

Did you know that two-thirds of consumers say most companies they engage with need to improve their customer experience? Across all industries, brands are under tremendous pressure to deliver rewarding, […]
A Digital-First CCM Approach: 5 Ways to Prepare for the Shift from Paper to Digital Communications

There are a variety of trends and economic factors that have influenced the ongoing digitization of customer communications management (CCM). Whether it’s enhanced sustainability awareness, shifts in consumer preferences, rising […]
5 Reasons Financial Brands Should Invest in Video

Long gone are the days when video was a “nice to have” communication tool. Today, it’s a must-have, even for financial firms and institutions. Without it, your website, client portal, […]
How Digital Transformation & CCM Builds Loyalty in Tough Times

It’s safe to say that the last couple of years haven’t been easy on the economy – or your customers. Facing a global pandemic, disrupted supply chains, labor shortages, and […]
Debunking the Top Myths about Digital Transformation in Healthcare

The market for CCM and CXM solutions is growing rapidly, but there’s also increased skepticism. As digital transformation in healthcare continues to evolve, so do customers’ use of such channels. […]
What to Do If Your Customer Communications Vendor Partner Fails You

Inflation, supply chain issues, and the lack of human resources are driving countless brands to skyrocket fees or change their contract structures. Add to these challenges the recent rash of […]
5 Best Practices for Financial Advisors Looking to Improve Client Engagement

In financial services, improving the client experience is everything – what they need, what they want, and where they want to go. While this universal principle hasn’t changed, the ways […]
The Evolution of CCM & How to Prepare for What’s Ahead

Customer communications management (CCM) isn’t what it used to be. In the past, CCM focused on the creation and delivery of static, printed documents such as bills, statements, and correspondence. […]
The Connection Between e-Adoption and Profitability in Healthcare

Whether you call it digital transformation, digital disruption, innovation, or something else, it’s clear that technology is drastically changing the healthcare landscape. From member communications to care navigation and management, […]
Why the Customer Journey Is the Path Forward for Financial Services

The customer journey – the process by which a customer interacts with your company to achieve an end goal – isn’t a foreign concept to the financial services industry. However, […]
Why Financial Services Can’t Afford to Ignore Customer Data

Use our helpful checklist to identify the right platform for your financial firm A new generation is changing the financial services industry. Historically, traditional banks, insurers, wealth management firms, and […]
Utilize Customer & Consumer Data For Aligned Healthcare Communications

Key Trends & Tips for Health Plan Leaders Health plan leaders looking to attract and connect with new members, and bond with existing members, know they have their work cut […]