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Women drive the significant majority of consumer spending in the US, however, they only represent about five percent of CEO positions and 29 percent of executive or senior management positions at retail organizations. This year ShopTalk pledged to have an all-women speaker lineup, addressing many of the mission-critical issues required to continue pushing the industry […]

According to McKinsey & Company, when it comes to retail personalization, the next digital frontier is in the physical world. That should not come as a surprise. While e-commerce growth is real, more than 90% of retail sales take place in a physical store. Even Amazon is opening more brick-and-mortar stores, a telling sign  that […]

As Engageware’s SVP of Customer Success, I care deeply about our customers’ opinions. That’s why I was so pleased to see Engageware cited as a Leader in the G2 Enterprise Grid Report for Online Appointment Scheduling. Technology buyers turn to G2 to help them select the best products for their businesses and to find peers […]

It’s estimated that 3 in 5 financial institutions have recently gone through a digital banking conversion or will in the next 18 months. While there are endless resources outlining the planning, and implementation from a technical perspective, what is often underestimated is the impact on your customers and staff. We recently talked to a Credit […]

Empower sales teams to sell more with less admin burden Sales and support teams are busy, but frequently not in the most productive ways. A slew of recent research, including the Salesforce State of Sales report, found that sales reps spend just over one-third (34%) of their time selling. The rest is devoted to admin […]

The financial services industry is in the midst of a generational transformation. By 2030, millennials will likely be well on their way to becoming the age group with the largest investable wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for […]

Engageware has concluded a preliminary study of appointment data and the surprising results may help Credit Unions better prepare for the peak times their customers want to engage with them. After a review of over 1m appointments across thousands of locations over the 6-month period beginning in June 2019 and ending in December 2019, the […]

Here’s how to create a retail environment that prioritizes people and meaningful experiences for a demographic with serious purchasing power. While Gen Z’s preference for online shopping steals most of the headlines, what this influential consumer demographic say they really want is more personalized and in-person retail interactions. The most recent research on Gen Z, […]

At National Retail Federation 2020 in New York City, the trend continues towards automation and harnessing AI to make it easier for customers. One could say that it’s “The Rise of the Machines”, but in fact, the Machines are increasingly being used to connect customers with the right employees – not just a bot. My […]

Over 75% of distribution leaders see sales productivity as a top of mind issue. Something strange is happening in institutional sales. A study by Deloitte’s Casey Quirk shows that despite steady industry growth, sales productivity for asset managers has seen a dramatic decline over the past several years. As a matter of fact, it is […]

As consumers, each time we interact with a company, it leaves an impression. Whether we’re placing an order, chatting with a live agent, visiting a physical store or branch, or browsing a website, these encounters have a major impact on how we perceive that brand. In an age when customers have more choices than ever […]

Consumers continue to favor in-store shopping at locations where they can have conversations with knowledgeable employees and interact with physical products. The findings, according to the 2019 Future Stores Consumer Report, comes even as online shopping hits record revenues. While that seems like contradictory information, a deeper dive into consumer preferences show that shoppers of […]