Hidden defections - Ask for the sale to fend off digital rivals

blog

04. 25. 2018

Hidden defections: Ask for the sale to fend off digital rivals

Banks need to sit up and take notice of hidden defections: a record number of customers buy secondary banking products from digital competitors, such as big technology firms and digital-only banks. But improved digital offerings and more personalized selling can work like magic. 

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Digital sales in banking: Best practices from other industries

blog

02. 09. 2018

Digital sales: best practices a small bicycle shop can teach to banks

Banks that want to boost digital sales can learn a great deal from other industries. Believe it or not, best practices may come from department stores, utilities or even a one-man bicycle store.

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Customer insights

blog

11. 02. 2017

Customer insights: Why data aggregation is key

Financial services firms are increasingly realising that customer relationships must be based on experiences rather than products.

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Efma

events

03. 24. 2017

Meet us at EFMA's Distribution Summit in London

In a dynamic industry such as financial services, it is vital that banks and insurance organisations ensure they are aware of where the industry is headed next. Naturally, distribution plays a key role in the industry’s future, customer experience and business.

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