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Delivering Unprecedented Personalized Service Addressing the needs of individuals, families and corporations in central Massachusetts, Girard (G9) Financial Group, LLC is an independent, full-service financial planning and investment firm specializing in total asset management. Its offerings include but are not limited to: investment, estate, education, insurance, and income tax planning. Girard Financial Group “walks the walk” […]

Girard Financial Group is an independent investment and insurance services financial advisory firm based in Millbury, Massachusetts.  President and Founder Daniel F. Girard Jr. LUTCF says, “Many of our clients retain us to be their personal CFO. We do that through a mix of professionalism and outstanding service to both individuals and small to medium […]

Though today’s hot conversations revolve around the “digitization of everything,” what Engageware’s latest research reveals is that consumers are actually looking more and more to in-person interaction. Engageware recently surveyed 2,064 consumers about their banking experiences, perceptions and behaviors. Nearly half (43%) of respondents indicated that they visit their branch 10 times per year or […]

Earlier this month we highlighted our work with one of our great finance customers, Logix Federal Credit Union. The post gave an overview of the problem Logix was facing, why the company turned to Engageware, and how we helped address the issue. Now it’s time to dive into a different industry with another great customer […]

Engageware is privileged to work with leading brands – we’re proud to help our great group of customers improve in-person service and deliver a true “concierge” experience for their clients. This week we wanted to take a closer look at the work we’ve done with one of our great banking customers, Logix Federal Credit Union. […]

Consumers now want on-demand help, whether it be for car service or making a purchasing decision, and today’s leading companies are shaping this expectation by providing this help immediately, no matter what channel. These organizations are setting the bar very high for customer experience as they provide affordable help in real-time. This concierge-like service model […]

Did you know that the “typical” accountant works 60 hours per week during tax season? Three things will help you make the most of your precious time: Get control over your schedule Simplify the process of coordinating client meetings. Group client meetings into blocks of your day to avoid context shifting Fact: The annual tax prep […]

Most advisors complain they wish they had more control over their time and work schedule. “Doing More with Less,” – a fascinating FPA 2014 Time Management and Productivity Study found that of 750 advisors surveyed: Only 13% of advisors feel in complete control of their time and 10% in complete control of their businesses; over […]

Last Friday, Engageware had the privilege of having Rackspace Futurist, Robert Scoble and Crowd Companies Founder, Jeremiah Owyang, join Engageware’s CEO for a webinar on the On-Demand (Concierge) Economy. The webinar panelists discussed drivers for the on-demand economy and how consumers today expect services and goods at their fingertips. Per the discussion, leading companies are […]

For many in the retail world, the months leading up to NRF’s Big Show last week were exciting, action packed, and consumed by show prep. The hard work paid off: the event was a great success, with many informative sessions to attend and interesting booths to visit. But now, as NRF excitement finally wanes, it’s […]

Last week I attended the Intersect Retail conference in NYC which featured intimate discussions on hot button topics affecting digital marketing and e-commerce executives in the apparel and accessories space. The overwhelming theme this year was dependent on the online vs. in-store shopping experience, and the retail panelists continually placed a renewed value on the physical store. […]

Engageware recently conducted a survey of 1,052 consumers, asking in-depth questions regarding their perceptions and behaviors around customer experience and banking. Engageware also surveyed 100 senior-level bank executives about their plans around customer experience, products and services, and branch transformation. The following are some highlights from both surveys: Banks still have opportunities to provide a […]

The retail industry is at an inflection point. The consumer’s path to purchase has dramatically changed over the past decade. Once linear, shopping has transitioned to a more convoluted process that looks more like a kindergartner playing connect the dots. In response, retailers are vigorously pursuing the development of a seamless and successful omni-channel retail strategy. […]

Today’s consumer has less money, patience, and time. However, that same consumer is more demanding, empowered, and intelligent. This fundamental shift in the consumer’s identity has changed the game and how it’s ultimately won. Before Askjeeves, Google, Wikipedia, or the internet in general, how did we settle those heated debates with friends or family over pointless trivia, like how […]

Engageware recently conducted a survey of 1,029 consumers which asked in-depth questions regarding their perceptions and habits around retail shopping. The survey reveals that various demographics have different shopping habits. For example, Millennials have different shopping habits than Baby Boomers or Gen Xers. The infographic below reveals why retailers must keep different demographics in mind in terms […]

As today’s consumers are more demanding than ever, financial service organizations must provide a superior customer experience across the whole customer journey — from an initial digital touchpoint, to the in-branch experience. Logix Federal Credit Union has recently found success in increasing business volume in its branches throughout the Los Angeles market by delivering a seamless and more integrated online/offline customer […]

A recent article by AdAge points out that the hottest big retailer among Millennials is Walmart. The article cites Walmart’s focus on online and mobile search to be the driver for its partnership with popular Millennial brands, such as Tommee Tippee baby bottles. Walmart’s smart approach to search aligns with Engageware’s consumer retail survey results, which are discussed […]

Since the Internet first became mainstream, I have heard stories about the “death of traditional retail.” Analysts and industry pundits have long predicted how traditional brick-and-mortar retailers would ‘go the way of dinosaur’ in favor of their online counterparts. A recent Engageware research report, The State of Retail, suggests that these opinions are far from […]

Boston Globe business journalist, Scott Kirsner, recently reiterated that businesses that provide 24/7 online and mobile scheduling do better than businesses that do not, citing mobile phones and cloud-based software as the igniters. Kirsner revisits this point in his recent Boston Globe article “Will services finally move into the Internet age?” In the article, Kirsner writes […]

Superior customer experience is more crucial than ever in the banking industry, and a recent article by Barlow Research emphasizes the importance of the branch visit by highlighting banks who have made the process more efficient. The research firm reports that, based on its 2014 small business data, banking customers desire shorter wait times when […]