Customer Management

Evolving the purchase journey: how can it be improved to…

Technology is having a profound effect on the way customers approach purchases – and one of the principal shifts is in their...

Blog - May 2017
Digital onboarding: where some lead, many others need to follow

Customer onboarding is changing significantly. In recent years, smart providers have created simple, low cost, intuitive digital experiences that fuelled the growth of their businesses and...

Blog - May 2017
How FinTechs disrupt retail banking and other financial services
How FinTechs disrupts retail banking (and other financial services)

The growing FinTech sector is a hive of innovation that is starting to deliver consumer services which challenge ideas about the role and function of traditional banks and other financial service...

Blog - Mar 2017
How automated software helps make fairer, quicker customer decisions

On an average working day businesses need to make numerous decisions about their customers and prospects – and if they want to make those decisions quickly, and in anything other than a tiny...

Blog - Feb 2017
Data and decisioning tools: How small firms can access tech…

Across the lifecycle of a relationship between an individual and an organisation, decisioning technology is revolutionising the way the organisation interacts with the customer. For the uninitiated,...

Blog - Dec 2016
Pension providers’ concerns: engagement, cybercrime, going digital

The general public in the UK is clamoring for new digital services and has an expectation that all facets of their lives should, in one way or another, be manageable through desktop or mobile. This...

Blog - Nov 2016
In future, what will customers expect from pension providers?

The savings gap in the UK is significant. People are not putting enough aside to see them securely through the latter part of their lives and need to be encouraged to take financial planning more...

Blog - Nov 2016
How interwoven is your customer?

Criminals have created a business from committing fraud — a source of success, reputation, prosperity and...

Blog - Nov 2016
Growth requires stronger relationships – part 2

Earlier we reviewed the compelling objectives of risk vs. product and marketing. There is no hiding the objectives of both differ greatly between them. This doesn’t, however, mean that a joint...

Blog - Nov 2016
In five years, managing a pension could be like managing…

Thanks to last year’s reform of the pension regulations, today’s consumer has greater freedom than ever before over how to invest or spend their...

Blog - Oct 2016
How the Rental Exchange is empowering Private Landlords/Letting Agents and…

I read in The Telegraph online recently , soaring property prices have seen the number of people renting almost double – the overall number of homes lived in by owner-occupiers has fallen to...

Blog - Aug 2016
Moving on from paper: simple changes can make big differences…

Across the Life Assurance and Pensions sectors there is a handful of companies with a good standard of digital take-up – some have decent individual-facing websites, while others have impressive...

Blog - Aug 2016