By 2020, according to this report released by PwC, the ability to act in real-time based on customer intelligence data will be a key trend affecting the financial services industry, and it will drive revenue and profitability. However, while there is a growing awareness of the need for customer centricity, there is a significant gap in preparedness.
Account holder data needs to be both actionable and all-inclusive. Surveys aren’t enough. Andrew Huber explains how Harland Clarke’s “bottom up” approach leads to account holder insight that directly impacts business performance.
How to Build Engagement and Loyalty With the Most Affluent Generation in History As the financial industry focuses more and more on Millennials, it risks ignoring the generation that is...