Tag: customer experience

Is the era of robo-advisors over?

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?

How RegTech is changing the customer experience

In an age where more people are online than ever before, the need to offer a strong and efficient digital customer experience is vital. How is RegTech playing a part in this?

Technisys teams with Microsoft to help banks improve customer experience

Digital banking Technisys has integrated its platform with Microsoft Cloud for Financial Services to provide financial institutions with the tools for improved customer experience.

Customer service unicorn Glia buys AI chatbot Finn AI

Digital customer service unicorn Glia has acquired AI-powered chatbot platform Finn AI.

Why financial institutions should invest in empathy

In an era where the customer experience has become more important than ever, ensuring your service is not only efficient but also highly customer-centric.

Why decision-making modelling might be impacting customer experience

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

A revolution is happening in relationship management, but why should wealth...

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

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