Playbook

Executive Playbook: The Omnichannel Advisor

Omnichannel-BookTurning Impersonal Transactions Into Personal Experiences

Financial services companies are facing an evolving set of business challenges such as shifting customer behaviors, and the convergence of social, mobile, and digital technologies. As a result, companies must reassess their business strategies and examine their budgets in current technology to ensure they align with customers and the market overall.

Download the executive playbook and discover:

  • The new, nonlinear customer journey and what this means to you
  • The increasing importance of enabling deeper client relationships through personalized communications
  • What it means to be a “trusted, omnichannel advisor”
  • How to enable field reps to meet the needs of an omnichannel customer