Top 3 Distribution Enablement Priorities in Asset Management

We surveyed asset management leaders to understand imperatives for the digital future and found 3 distribution enablement priorities. View the top 3 priorities for market leaders in 2022 on our infographic.

2021 Group Benefits: Shifting the Mindset from Products to Solutions

In Part 3, our team shares why Brokers and Providers are bundling coverages, the innovation potential for group benefits leaders that are transitioning from products to solutions, and 5 steps to building a customer-centric solutions strategy.

2021 Group Benefits: Personalizing the Benefits Experience Via Employee Segmentation

In Part 2, our team shares how the pandemic has altered employee engagement in the benefits enrollment process, what employers and employees need from carriers/brokers during this accelerated transition, and what this means for…

3 Steps to Using Data to Idle Defection Risk and Improve Retention

Your success relies on how you manage your leaky retention bucket. Download the framework on using data to idle defection risk and improve customer retention with 8 go-dos.

Activating Competitive Response to Fintech Disruption

Fintech entrants are changing the customer value equation and causing a major impact on consumers’ behavior. Access our on-demand webinar to learn how to capitalize on 4 incumbent advantages and activate a competitive response to fintech disruption.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…

Executing Customer Retention in Times of Disruption

We are living through an era of ‘what’s old is new’ as it relates to retention. While executives have always understood the value of keeping loyal customers, massive market transformations have raised the stakes and forced what often was a behind the scenes ‘autopilot’ type of effort to a critical front and center strategy. Retention efforts without customer data and insights fly blind, and the best data and insights are useless if not linked to prescriptive retention execution plays…

Reboot Customer Retention: Using Data to Idle Defection Risk

Leaders must rigorously measure and track customer experience to predict which customers will defect. Watch the on-demand webinar as we cover how to reboot your customer retention with the specific data points needed to predict at-risk buyers.

Reboot Your Buyer Experience: Aligning to Your Customers’ New Journey

As the markets re-emerge, go-to-market strategies must be altered to ensure you are delivering your most compelling message at the right time to the right buyer through the right channel. Watch our on-demand webinar that covers 5 steps to reboot your buyer experience for greater ROI, faster sales cycles, and better CX overall.

Mapping Buyer Journeys for Optimal Engagement and GTM Performance

CMOs and CROs face an increasingly complex environment to engage new buyers across a surplus of digital channels and shorter attention spans. Download the step-by-step framework to mapping buyer journeys and a case study showing how we put our methodology into practice.