Because Results Matter
Did Fidelity Go and Schwab ‘Roboadvisors’ Really Deliver 10X returns of my Wealth Manager in 2017?

Did Fidelity Go and Schwab ‘Roboadvisors’ Really Deliver 10X returns of my Wealth Manager in 2017?

by | Jan 23, 2018 | 2017, Artificial Intelligence, customer experience, Digital Disruptoion, digital experience, digital transformation, Wealth Management

Did my Fidelity Go and Schwab Roboadvisors Really Deliver 10X Returns of my Fiduciary Wealth Manager in 2017? We will get to explore this at my AI Technologies on Wealth Experiences at the GFMI Digital in Wealth Management conference on Feb 7th in NYC...
Winning The CX War With CXSWAT – Customer Experience Specialists With Added Tools

Winning The CX War With CXSWAT – Customer Experience Specialists With Added Tools

by | Apr 11, 2017 | 2017, customer experience, customer journey map, customer persona, digital experience, digital transformation

The competitive race to deliver on escalating customer experience demands is nothing less than a war. A war whose ‘weapons’ have become standardized, Persona Models, Audience Definitions, Customer Journey Maps, Customer Experience Blueprints, Roadmaps, Metrics such as...