How Data Will Reshape the Life Insurance Landscape
Elevating Customer Engagement and Fostering Loyalty: Unleashing Data-Driven Strategies in the Life Insurance Arena In a swiftly evolving digital era where competition among life insurance firms intensifies, the imperative to enhance customer retention strategies takes center stage. According to a recent 2023 Gartner report, which surveyed over 2,200 CIOs and technology executives across 81 countries […]
How to Use The Power of Data Analytics in Improving Financial Communications
In today’s fast-paced digital landscape, financial services organizations, including banks, investment and wealth management firms, and insurance companies, are continuously seeking innovative ways to enhance customer experience and stay ahead of the competition. One powerful tool that has emerged as a game-changer is data analytics. By harnessing the power of data analytics in participant communications, […]
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 […]
5 Strategies for Financial Service Providers to Boost Customer Loyalty
Customer churn is the ultimate challenge for all financial services and insurance providers. It’s even more worrisome as companies face increasing economic uncertainty, competition from new players, and new startup technologies that disrupt traditional ways of conducting business. How does churn affect financial services and insurance providers? Here are a few other reasons to concern yourself […]
ONEscore: Campaign Management for Better Customer Experiences
As the communications landscape rapidly changes, businesses need to communicate more effectively to ensure customer satisfaction and brand loyalty. O’Neil’s ONEscore solution provides a centralized campaign management platform that helps clients get to know and understand their audience, enabling more personalized and meaningful communications. This creates a better overall experience for the customer. Data-Driven Campaigns […]
O’Neil Digital Solutions’ ONEsuite Platform Named a Global Leader on the Aspire CCM-CXM Leaderboard™️
ONEsuite Platform continues to augment CCM/CXM operations, cost-savings, employee and customer experiences, and more LOS ANGELES, CA – O’Neil Digital Solutions, the nation’s leading Customer Communications Management (CCM) and Customer Experience (CX) provider, is pleased to announce that its ONEsuite platform was recognized as an international leader in the Communication Experience Platforms (CXP) and CCM-CXM […]
Critical Elements for Your 2023 CCM Planning
Over the last few weeks, your inbox and alerts are likely inundated with 2023 CCM and CXM trends. But what does it take to capitalize on the latest recommendations? Top organizations map out objectives as well as a CCM plan that puts these lofty ideas into action. Beyond your overall communications goals (i.e. brand awareness, […]
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 data breaches, and you’re likely questioning whether your customer communications partner is the best fit for your organization. If your current customer communications partner is […]
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, it’s certainly changed, especially when it comes to the ways in which customers shop for solutions and engage with their providers. Powerful forces such as […]
