Today, there are countless individuals in the wealth management industry. If you’re among them, you know how many documents you handle on a daily basis. To prevent those documents from slowing you down, you need to have a document creation system in place. There are several essential benefits you gain from having one, but you also […]
19
Mar
Mar
It seems as though the “portable document format” (PDF) has been around since the beginning of the Internet itself. Businesses of all industries still take advantage of this document system. Still, this staple technology has its limits. For one thing, converting to and from this format can be challenging when using outdated software. In addition, […]
17
Mar
Mar
96% of consumers say that customer service plays an important role in their choice of loyalty to brands. Competition is tough in just about every market these days. But one thing sets great companies aside from the rest – a good customer experience strategy. Customer experience is one of the most important aspects of running any […]
12
Mar
Mar
Ben Franklin once said, “it takes many good deeds to build a good reputation, and only one bad one to lose it.” While he was speaking about a person’s reputation, the same can be said about a brand. A reputation built on years of respectable business practices can be damaged by a single bad news […]
10
Mar
Mar
According to recent research, nearly 80% of consumers believe that brands don’t understand them as individuals. As a B2C business leader, have you taken the time to get to know your client base? Unless you stay in close contact with them, there’s a good chance you could be moving forward in the dark. You might be a […]
05
Mar
Mar
Managing customer service is one of the most involved and complex pieces of any business puzzle. Not only can great customer service make or break your success, but with so many moving parts, you need a seamless, user-friendly design. That’s where a document composition system can help. Detailed, organized documents help create consistency both within company departments […]
03
Mar
Mar
It’s no secret that consumers are starting to rely on digital business transactions more and more. That’s why many industries have learned to take advantage of unique apps for their customers. As a result, these businesses recognize the value of the digital experience. The good news is that you’ve come to the right article. Below […]
27
Feb
Feb
Running a business in the modern Digital Era has its ups and downs. It can be intimidating to try and keep up with all the new devices and technologies. Still, it’s worthwhile to look at some resources to streamline business operations. In particular, your business might need document automation software. You might still be learning […]
25
Feb
Feb
Customer engagement is something that’s often overlooked, but a crucial variable that impacts the success of any business. However, do you know what customer engagement is? If not, you may be at a disadvantage. Put simply, customer engagement has a direct impact on customer satisfaction. It is a part of the customer experience your customers […]
24
Feb
Feb
I log onto my mobile telephone company’s app and fill out an online form to add a new option to my plan. When done, an updated service contract is assembled into a PDF and emailed to me. This interaction is certainly part of my Customer Experience with them. And, it was a component of a […]