Talent & Workforce Management
This guide outlines an evolved approach to frontline communications and training that helps financial advisors on the frontline develop the right knowledge and skills from day one and how to keep building skills for as long as they stay with your organization. Explore how the right communications and training gets financial advisors ready to do their best work every day by solving same-old...
Are you using customer feedback to its full extent? A recent study by Huntswood found only 26% of customers are satisfied with their complaints and customer service experience. Utilization of an organization’s customer feedback is imperative for businesses to understand and improve their customer experience. It costs up to 10 times as much to attract a new customer as it does to retain one. Yet,...
Digital platform conversions are high-impact change events that pose short-term challenges with long-term consequences. When thrust into new processes, private wealth, small business and commercial clients may be slow to adopt the new system, fail to fully use the technology or use it incorrectly. When managed effectively – by putting the customer experience at the center of the conversion...
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March 24, 2021This guide outlines an evolved approach to frontline communications and training that helps financial advisors on the frontline develop the right knowledge and skills from day one and how to keep building skills for as long as they stay with your organization. Explore how the right communications and training gets financial advisors ready to do their best work every day by solving same-old...
October 29, 2020Are you using customer feedback to its full extent? A recent study by Huntswood found only 26% of customers are satisfied with their complaints and customer service experience. Utilization of an organization’s customer feedback is imperative for businesses to understand and improve their customer experience. It costs up to 10 times as much to attract a new customer as it does to retain one. Yet,...
October 20, 2020Digital platform conversions are high-impact change events that pose short-term challenges with long-term consequences. When thrust into new processes, private wealth, small business and commercial clients may be slow to adopt the new system, fail to fully use the technology or use it incorrectly. When managed effectively – by putting the customer experience at the center of the conversion...
June 9, 2020 - 2:00PMPast
May 13, 2020 - 11:30AMPast
April 30, 2020 - 2:00PMPast
