The Shift From Traditional to Tailored: How Data Transforms Customer Engagement in Retirement Planning
In retirement services, a firm’s approach to understanding and communicating with its clients can drastically influence customer satisfaction and financial outcomes. Let’s explore the experiences of two women, Kayla and Danielle, who receive services from different financial firms with contrasting communications strategies. Meet Kayla: The Traditional Approach Kayla, a 35-year-old professional, interacts with Company A […]
O’Neil Digital Solutions Announces Ascensus as New Client, Paving the Way for Enhanced Communication
O’Neil Digital Solutions Announces Ascensus as New Client, Paving the Way for Enhanced Communication LOS ANGELES, CA – [Date] – O’Neil Digital Solutions, a leader in innovative customer communication management and customer experience solutions, is proud to announce its newest client, Ascensus, a market-leading enabler of tax-advantaged savings. Ascensus has chosen O’Neil’s ONEsuite CCM + […]
Revolutionize Customer Communications: Introducing Our ONEsuite Platform with AI
In today’s competitive business landscape, providing an exceptional customer experience sets a company apart from its competitors. When customers have a positive experience, they are more likely to choose that company over others offering similar products or services. A positive customer experience leads to higher customer satisfaction, which, in turn, builds customer loyalty. Satisfied and […]
Would AI take us back to the future?
This article was written by Kaspar Roos of Aspire, and shared with permission. My thoughts about DSF’23 This year’s Document Strategy Forum was held from May 22 to 24 in Charlotte, NC. Many CCM professionals meet annually at DSF to discuss evolving trends and best practices. Artificial intelligence was the most discussed topic at this […]
The Top 4 Healthcare Communication Trends in 2023 (So Far)
In many ways, the COVID-19 pandemic heavily impacted the healthcare communications and marketing landscape. While instilling trust has been a longtime priority for organizations across the industry, the critical phase of the pandemic put these goals to the ultimate test. Medical cost increases, workforce fluctuations and ongoing uncertainty related to the short- to long-effects of […]
Enhance Revenue Streams for Financial Institutions: The Impact of a powerful CCM Platform
As economic uncertainty continues into Q3 and beyond, consumers rely on their financial institutions for not only up-to-date information, but holistic, tailored service and communications based on their needs. Unfortunately, many financial services companies struggle to deliver insights at the speed and quality that their members demand – and deserve during these distressing times. Without […]
Modern Campaign Management for Better Healthcare Member Experiences
When considering your most recent shopping experience, did you find exactly what you needed? Did you buy things you weren’t planning to? And did you come across products you’ll purchase at another time? With endless options across virtually every product and service, customers make decisions and change their minds in real time. The vast digital […]
Guiding Health Plan Members Towards Seamless Digital Communication
Healthcare organizations of all sizes are rolling out digital transformation initiatives that impact everything from IT, sales, and marketing communications to customer service, billing, and other critical functions. While the shift to more digital communications marks an exciting evolution of your member experience, it also brings about significant concerns, especially for customers who favor print […]
SEC’s Rule 30e-3 Change: How Financial Firms Need to Prepare for the Shift
Back in October 2022, the Securities and Exchange Commission (SEC) released amendments to Rule 30e-3. Essentially, the changes instigate major reforms to: 1) shareholder reports for open-end mutual funds and exchange-traded funds (ETFs) registered on Form N-1A; and 2) advertisement rules for all registered investment companies, including closed-end funds and business development companies (BDCs). These […]
