Match That: LogMeIn Selects Engageware to Help Sales Connect with More Prospects
Here at Engageware, we’re prone to the occasional “crush”—especially on companies that disrupt traditional business models. Basically, when we see a dynamic business simplifying dated processes and solving problems, our heart goes aflutter. So when we recently had the chance to work with LogMeIn, well… let’s just say they had us at “hello.” In many […]
Retailers Innovate Stores to Enhance Customer Experience
Apple recently announced it will be renaming its stores by location (e.g., Apple Fifth Avenue) and that the purpose of its stores will undergo a massive shift. In other words, Apple stores will be redesigned so they are places where consumers hang out with others, seek expertise, attend classes, go to events, and oh, also […]
Millennials and Financial Services
According to consulting firm Deloitte, by 2020 millennials (defined as those born between 1980 and 2000) will make up an estimated 50 percent of the global workforce and are expected to control between $19 trillion and $24 trillion on a global scale. As the transfer of wealth shifts to this generation, they are looking more […]
Insights on Retail Customer Personalization from Our Recent Webinar
I recently hosted the webinar “Trends in Retail and the Personalized Experience,” during which I discussed research on the latest trends in retail with expert panelists Scott Duby, director of Global Consumer Industry for IBM, and Kim Garretson, principal of Realizing Innovation and BrainTrust panel commentator for RetailWire.com. The key takeaway from the webinar was […]
The Bank Training Breakdown: How Inconsistency Across Branches is Hurting Your Bank
Creating a unified, omni-channel experience for customers is a key initiative for most banks and credit unions today. With numerous digital access points such as web, mobile and tablet in combination with multiple branches and the call center, customers have a variety of options when it comes to communicating with their bank or credit union […]
Trends in Retail and the Personalized Experience
Even though 93 percent of retail decision makers say service personalization is a strategic focus, only one-quarter of consumers feel they receive a consistent, personal experience across channels. In 2016, Engageware surveyed 100 C-level decision makers and more than 5,000 consumers about plans and perceptions around customer experience and personalization in retail. These surveys highlight […]
Millennials: An Untapped Customer Base for Credit Unions
A recent article in the Credit Union Journal titled “Strategic Planning: In Search of the Fountain of Youth” reports that a host of credit union leaders have an increased sense of urgency to reach millennials—before it is too late. For example, Michael Wishnow, SVP of communications and marketing for the Pennsylvania CU League said: “It’s […]
Bank Execs, Customers Disagree on How Well Banks Deliver a Personalized Customer Experience
Bank executives are aware that customers want personalized service that meets their needs. But even armed with that knowledge, banks still fall short when it comes to the level of personalization they provide. Engageware recently conducted its annual survey of 100 C-level banking executives and asked in-depth questions regarding plans for enhancing customer experience at […]
Take the Hassle Out of Car Insurance Shopping
In the state of Massachusetts, residents are required by law to have car insurance coverage (and it is also suggested to have a local agent) – so, why is it so difficult to get in touch with agencies? Now, this may not be a new frustration for many, as connecting with a variety of services […]
8 Unique Bank and Credit Union Marketing Ideas
Marketing has never been more important for banks and credit unions and they will have to get creative if they want to bring in new customers in 2022. Today, the competition is greater than ever as they are competing for consumers with the major banks and the many rapidly growing FinTechs. That’s why we compiled […]
Simulchannel versus Omnichannel in Banking
A recent Banking Exchange article on BankingExchange.com discusses the notion of a “simulchannel” experience in banking. In short, author John Ginovsky describes simulchannel as customers wanting their banks to know them digitally as well as in person. An example would be customers receiving a “welcome” text when they enter the branch. While the author claims this […]
Client Focused Advisors Lives Up to Its Name
The ongoing impact of the 2008 financial crisis, along with expanded federal regulations and compliance requirements are shaking up Wall Street and the financial advisory market. While many financial advisors are unhappy with strictures associated with the new Department of Labor fiduciary rule, one New York-based firm, Client Focused Advisors sees the change as an opportunity […]