Planview

MAY 8, 2025

These companies are streamlining operations, aligning strategy with execution, accomplishing their digital transformation goals, and more. When Planview announced in 2024 that our new digital AI assistant, Planview Copilot , would be available for AdaptiveWork , Cognizant immediately signed up for our early access program.

Meetings 52

Meetings Energy and Utilities Digital Transformation Government 52

PandaDoc

OCTOBER 15, 2024

Nathan David, Global Vice President, Sales Strategic Accounts at Plutora Finance : financial services are a complex field that require a lot of double-checking for compliance and legal regulations. Services such as investing, insurance, or any type of financial product or service can benefit from deal desk software.

Software 52

Software Software Finance Sales 52

Planview

FEBRUARY 27, 2025

Digital banking has redefined financial services over the last decade, with consumer preferences clearly reflecting this transformation: 91% of customers now consider online and mobile experiences a critical priority when choosing a bank. Yet the bar extends beyond merely offering digital services.

Banking 64

Banking Financial Services Innovation Digital Transformation 64

Planview

JANUARY 14, 2016

But in the past year, the rapid adoption of financial services innovation technology has catapulted banking, insurance, and financial leaders into the now. Digital Financial Innovation Is The Antidote To Disruption. ” Get the full report>> How To Organize For Digital Financial Services Innovation.

Financial Services 63

Financial Services Innovation Digitalization Banking 63

Nutshell

MAY 21, 2024

Whether you’re a wealth management advisor, accountant, insurance broker, or financial representative, a solid tech stack is essential for your financial services business. Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more.

Financial Services 71

Financial Services Software Software Cybersecurity 71

Zendesk

MARCH 24, 2023

Reducing customer service costs while still providing a five-star customer experience doesn’t happen by magic. Find out how tailoring your customer service into tiers can solve this challenge. The post How to cut digital customer service costs in financial services appeared first on Zendesk.

Financial Services 52

Financial Services Digitalization Customer Experience 52

Customer Think

DECEMBER 18, 2023

In today’s digital world, customers expect seamless and integrated experiences when interacting with financial services providers across various channels like websites, mobile apps, branches, contact centers and more.

Financial Services 59

Financial Services Digitalization 59

Miller Heiman Group

MAY 4, 2020

The financial services industry has been rocked to its core by a number of recent developments: a series of reputational issues, a wave of heavy regulation from government agencies, the emergence of digital currencies, and nontraditional competitors, including PayPal and Venmo, entering the market.

Financial Services 64

Financial Services Banking Customer Experience Government 64

Customer Think

AUGUST 13, 2021

Digitalization has been well underway for some time, but recent global events have spurred more rapid evolution throughout the business landscape.

Organization 120

Organization Financial Services Healthcare Retail 120

Zendesk

MARCH 24, 2023

Financial services are at a pivotal point in the industry. That means sales, claims, services, and transactions need to happen securely across digital channels. Set up automated self-service for low-value customer interactions Customers want fast answers, and they want to get information on their own.

Financial Services 52

Financial Services Banking Customer Experience Media 52

Planview

NOVEMBER 29, 2023

A case in point is the journey of a global financial services company that recently adopted Planview’s Value Stream Management (VSM) solution. Although already primarily digital in its operations, the company was suddenly facing a new generation of clients whose expectations differed markedly from their predecessors.

Financial Services 59

Financial Services Customer Value Customer Experience Decision-making 59

Customer Think

MARCH 15, 2023

Traditional banks have struggled to get their arms around the new generation of online-only banks and digital financial services that millennials love.

Banking 64

Banking Digitalization Financial Services Retail 64

ReviewTrackers

MAY 20, 2020

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Financial Services 49

Financial Services Digital Transformation Digitalization Customer Experience 49

Red Star Kim

JUNE 7, 2023

The figures for this year’s survey show Republic of Ireland fee income rose by 12 per cent in 2021, compared with just 1% in 2020 Finance-Magazine.com – Ireland’s top accountancy firms roar back to double-digit growth in 2021 Accountancies and Tax Consultants revenue is expected to expand at a compound annual rate of 1.3%

Artificial Intelligence 130

Artificial Intelligence Transportation Digital Transformation Innovation 130

NG Data

DECEMBER 6, 2023

Banking digital marketing is complex, with trends like mobile ads, Google, social media, metaverse, and email. Financial services worry privacy changes will hurt marketing. Source The post 62 Digital Marketing Statistics Every Financial Marketer Should Know appeared first on NGDATA.

Digitalization 52

Digitalization Marketing Financial Services Banking 52

Flevy

JANUARY 17, 2024

Having a centralized library of KPIs saves users significant time and effort in researching and developing metrics, allowing them to focus more on analysis, implementation of strategies, and other more value-added activities. * * * * Digital Transformation has ceased to be a mere option and has become a necessity.

Digital Transformation 59

Digital Transformation Digitalization Stakeholders Artificial Intelligence 59

Zendesk

FEBRUARY 3, 2023

Customer experience (CX) in banking is how customers feel about every interaction with your financial service, at all stages of the customer lifecycle. Common customer expectations for the digital banking experience Customers expect an excellent customer experience regardless of industry.

Banking 52

Banking Customer Experience Digitalization Financial Services 52

Red Star Kim

MARCH 17, 2023

Neil remarked that the metaverse was a hot topic in mainstream marketing because it is an uncrowded and uncluttered digital space with emerging digital economies where an early entrant could demonstrate leadership, innovation and differentiation and offer clients a different kind of experience (immersive and interactive ).

Marketing 130

Marketing Transportation Leadership Digitalization 130

Planview

JULY 22, 2022

As the world grows more and more digital, customers across every industry are expecting digital-first, timely assistance and support. As shown in this digital transformation in banking case study roundup, all businesses — including banks — have been forced to change and evolve with the times.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 52

Flevy

FEBRUARY 26, 2024

We’ve living in the Digital Age. Pretty much every organization is pursuing a Digital Transformation Strategy to some degree. Digital Transformation Strategy encompasses the integration of digital technology into all areas of an organization, fundamentally changing operations and business models.

Digital Transformation 52

Digital Transformation Digitalization Management Innovation 52

SBI Growth

JANUARY 31, 2013

In today’s modern digital world, messaging is an important element in motivating a target audience to act. Recently, I met with the head of marketing for a subsidiary of a large multi-billion dollar global entity in the financial services market. Pre-Internet, marketing communications is where messaging mattered most.

Financial Services 132

Financial Services Communication Internet Advertising 132

Planview

AUGUST 20, 2024

The Digital Supply Chain: Extending Beyond Your Organization The value stream in your organization doesn’t stop at your internal operations; it extends to your digital supply chain. This discrepancy could result in a missed deadline, dissatisfied customers, and potentially lost business.

Supply Chain 52

Supply Chain Digitalization Suppliers Software 52

Zendesk

FEBRUARY 16, 2021

Last year changed consumer behaviors and sped up businesses’ transition into a digital-first world. Stuck at home, consumers increasingly turned to online solutions—think: digital banking, on-demand food and grocery delivery apps, online shopping, telehealth, and more. Jump to: Financial Services. Financial Services.

Supply Chain 76

Supply Chain Financial Services Healthcare Manufacturing 76

Zendesk

MARCH 15, 2022

For example, according to Zendesk’s research, 57 percent of financial services respondents indicated a significant link between customer service and cross-sell revenues. Financial services & fintech. Meanwhile, 74 percent of financial business leaders say agents play a crucial role in customer retention.

Financial Services 98

Financial Services Retail Manufacturing eCommerce 98

Red Star Kim

SEPTEMBER 29, 2023

Professional services are key contributors to processes which are often classified as the outputs of other sectors, for example manufacturing and construction. for the financial services sector and 10% for manufacturing. Until recently, the Forum was a full member of the Government’s Professional & Business Services Council.

Meetings 130

Meetings Government Management Finance 130

Zendesk

JULY 28, 2022

As the world turned digital, the fintech industry was ready to ride the wave. And because there are now so many players in the digital space, there’s fierce competition to keep and acquire new customers. What is digital customer service, and why does it matter? The challenges facing fintechs in digital customer service.

Digitalization 52

Digitalization Banking Financial Services Customer Experience 52

Red Star Kim

FEBRUARY 12, 2024

Delegates from legal, financial service and industry, joined me last week for a full day workshop on persuasive writing. 17% What is great writing (fundamentals) 33% Persuasive writing 17% Communications strategy 17% Writing for digital media 17% Writing tools (including AI) How good is your grammar and use of English?

Media 130

Media Financial Services Advertising Decision-making 130

Xant

JUNE 30, 2021

We are proud to bring this solution to market and accelerate the adoption of modern digital selling strategies to power growth and profitability for our clients”. EXL (NASDAQ: EXLS) is a leading operations management and analytics company that helps our clients build and grow sustainable businesses. About XANT.

Transportation 81

Transportation Logistics Digital Transformation Insurance 81

MDI Training

APRIL 25, 2022

Due to technological progress and, in particular, digitalization and widespread accessibility, employees are no longer tied to a fixed workplace, but can carry out their work from various locations. You know the most important requirements for communication and collaboration that you can implement together in the digital working world.

Financial Services 98

Financial Services Digitalization Leadership Organization 98

NG Data

JULY 24, 2024

In response to shrinking marketing budgets in the financial services sector, CMOs are reallocating resources towards digital channels, particularly social media ads and SEO, while reducing emphasis on email marketing. Source The post How CMOs Can Maximize Their Marketing Budgets & Prevent Cuts appeared first on NGDATA.

Financial Services 52

Financial Services Marketing Digitalization Media 52

Planview

JANUARY 17, 2024

However, despite the significant advancements brought about by Agile, there’s no denying that certain challenges continue to be at the forefront of ensuring optimal efficiency within tech teams, particularly in the financial services industry. Protect sensitive customer information and adhere to data protection regulations.

Financial Services 59

Financial Services Management Prioritization Facilitation 59

Red Star Kim

DECEMBER 18, 2023

Integrating marketing and sales strategies There were several occasions where the need for better integration between marketing (driven by campaigns from the marketing and digital marketing teams) and selling (supported by business developers but often led by fee-earners) was mentioned.

Marketing 130

Marketing Strategic Thinking Stakeholders Artificial Intelligence 130

Zendesk

MAY 20, 2022

Between the physical realities of COVID-19 and rapidly evolving consumer expectations, the Financial Services market has been forced to rethink the customer experience. 73% of customers say they’ll switch companies after one lousy service experience. 42% of consumers “get annoyed” when content isn’t personalized.

Financial Services 52

Financial Services Digitalization Customer Experience Organization 52

Miller Heiman Group

APRIL 10, 2019

Sally Brause , Great America Financial Services. Cristine McMillan, Western Digital. Please join us in congratulating the inaugural class of 2019 Miller Heiman Group Icons: Lisa Milberg, KPMG. Michael DeRosa ,Travelers. Nicholas Gregory, Sabre. Tim Conroy, Applied Materials. Kevin Lewis , Milliken Chemical.

Facilitation 77

Facilitation Financial Services Digitalization Organization 77

Planview

FEBRUARY 2, 2016

Harnessing Digital Disruption will Drive Innovation Cross Industries. The skinny: Peter Gunder, Chief Business Development Officer at American Family Insurance, talks about the impact digitalization has had on the insurance company, and how the focus of agile innovation has helped accelerate its digitization efforts.

Innovation 58

Innovation Banking Insurance Financial Services 58

Planview

DECEMBER 16, 2022

With the holiday season in full swing and a global recession predicted sometime in the new year, banks remain committed to investing in modernized technology through digital banking transformation efforts vs. traditional cost-cutting routes. Read Next: Digital Transformation in Banking: Why it Matters Now More Than Ever. Santander UK.

Banking 59

Banking Digital Transformation Artificial Intelligence Financial Services 59

NG Data

JANUARY 5, 2024

Despite the rise of digital marketing, financial services emails still enjoy high open and click-through rates. Financial marketers must focus on relevance, personalization, and targeted content to engage customers.

Banking 52

Banking Marketing Financial Services Digitalization 52