Knowing Your Customer Needs: Is Less More?

Knowing Your Customer Needs: Is Less More?

Conventional wisdom doesn't quite survive the digital age, as the course of action for marketers now is to target individual preferences instead of generalizing about what larger groups might want.

Customer demands today are so much more dynamic. They differ between individuals and groups, and even individual preferences vary over time. It's no longer what customers want but instead what each customer or group of customers wants

Building Trust With Incentives

Building Trust With Incentives

The foundation of any relationship is trust. How do you build trust with customers from the outset? How is it maintained?

Customer relationships depend on the credibility and integrity of your communications, but they can be enhanced, and promise greater reward, with relevant offerings alongside them. Read to understand more about giving your customers incentive to choose you.

 

The Value of Digital & Electronic Signatures

The Value of Digital & Electronic Signatures

What's the difference between digital and electronic signatures? Both provide measures of security for documents, ensuring they remain unaltered, that they don't fall into the wrong hands.

But there's more. Digital and electronic signatures not only verify identity for contractual purposes, they also enhance the customer's experience with a faster, more convenient means of identity verification. Read to learn more about digital, electronic, and how they add value.

 

 

Customer Attention: The Currency of a Digital Market (Part 3)

Customer Attention: The Currency of a Digital Market (Part 3)

In this last part of our Customer Attention series, we lay out the Pillars of Customer Attention: Personalization, Regularity, and Information. 

Read to find out how you can improve revenue by meeting customers where they are with more consistency. Give them the correspondence they need by targeting them accurately, down to the frequency at which they want contact with you.
 


Rich Documents Enrich Client Relationships

Rich Documents Enrich Client Relationships

Smart allocation of funds is half the battle. Wealth managers want to show value. Clients that see it will stick with you…they just have to see it.

This makes customer-facing documents – your statements, invoices, and other mission critical items - an integral part of the wealth management practice. Read more to learn about the importance of documents to advancing customer relationships.

Managing Customer Identity

Managing Customer Identity

Input vs. output is a simple universal concept that doesn’t quite get the application it deserves in many areas. Think of input vs. output in terms of the customer relationship, for example.

How well you know your customers determines how your company is known. Industry leaders catch on to this quickly, adapting to new technologies or strengthening their internal processes to deliver an appealing outbound message.

Three Steps to Staying Compliant with Financial Documents

Three Steps to Staying Compliant with Financial Documents

Rules and regulations are ever-shifting in the financial sector, which can place heavy demands on independent financial advisors tracking and responding to these changes all on their own.  

With no room for error in financial documents, how can wealth managers keep static documents saved and secure from accidental changes? Read more to see how you can store the right documents, the right way, then produce them as they were right upon request.

Customer Attention: The Currency of a Digital Market (Part 2)

Customer Attention: The Currency of a Digital Market (Part 2)

In Part 2 of our Customer Attention series, we expand on what we mean by customer attention acting as a currency in the digital world. 

Where are all the customers flocking to? An appealing brand image can go a long way in keeping customers engaged, and customer engagement is ultimately what sets you apart from the competition. 

Why Stories Matter: Feedback, Customer Reviews, & Brand Identity

Why Stories Matter: Feedback, Customer Reviews, & Brand Identity

Businesses everywhere now are making customer journey (that is, the path a customer takes to doing business with, or engaging with, the company) the focus of their retention strategy.

They realize that, to move forward, to learn more about customers and continue selling, it’s important to know where customers have been. Read more to learn about adding longevity to your customer relationships!