Finance gets personal
Position your strategy for success with our finance customer insights
Finance gets personal
Position your strategy for success
with our finance customer insights
Finance gets personal
Position your strategy for
success with our finance
customer insights
Competition for business in the Financial Service market is fiercer than ever. In a recent LinkedIn survey, 55% of sellers said they expected their pipelines to decrease . Current times are challenging, but new opportunities are cropping up across financial services. One thing is clear, customer behaviour is changing and bringing new ways to connect.
Click on the links below to find relevant insights for your area of finance.
Wealth Management
New investors are coming to the market. How can you bring your expertise to digital natives and those who now prefer to connect online?
Our insights shine a spotlight on different opportunities in wealth and asset management. And we explain how you can seize them in a way that remains true to your way of doing things.
Commercial Banking
Customers have embraced digital ways of working with their banks. How can you bridge the gap between delivering valued support and making fast connections online?
We highlight why taking a digital-first approach to customer relationships can help you adapt to preferred ways of working and outpace the competition.
Insurance
Taking a buyer-first approach is vital to winning over insurance customers. So, how can you grow your relationships online – a space where conversations are brief, and personalisation is lacking?
Our insights reveal effective ways to better understand customers so that you can disrupt with the right information at the right time.