Marketing Executive Roundtable – Succeeding in the Subscription Economy

Our SVP Mike Kelleher hosts a roundtable with marketing executives from SiriusXM, Microsoft, and Pitney Bowes around the subscription economy. Watch the on-demand webinar to receive related B2B and B2C research reports.

4 Best Practices for Activating Digital Selling

By 2040, 95% of all B2B purchases will take place through digital channels. In this framework, we define what digital selling is and what it is not while providing 4 steps to best-in-class digital transformation.

Health Insurance Leaders: How to Assess Your Underperforming Markets

There are six imperatives for health insurance leaders that, when jointly implemented, are the building blocks for market success. Assess your markets with our complimentary download to achieve your market-level goals.

The #1 Go-to-Market Imperative for Each Revenue Leader

We combine the number one go-to-market strategy in 2022 for each revenue leader (CMO, CRO, CXO) with tactical ‘go-do’s’ to get rolling.

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: 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…