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3 Reasons Why Automation Benefits Your Proposals

3 Reasons Why Automation Benefits Your Proposals An article by Fergal McGovern in APMP NCA Ezine  How would you describe your current proposal process? Do you use a color-team vernacular; pink, red,...

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What the X?

What the X? The subtle differences and commonalities of CX, UX, EX and ROX Original Post: business2community.com The acronyms have landed. And they’re all from the X-files. There’s customer experience...

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How Plain Language Reduces Call Centre Volume By 19%

How Plain Language Reduces Call Centre Volume By 19% Original Post: customerservicemanager.com What’s driving your call centre demand? Most callers look to clarify something. Maybe they just received...

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Meeting SEC Requirements – Technology to Support Your Efforts

Meeting SEC Requirements – Technology to Support Your Efforts Original Post: Business2Community.com The SEC’s Reg BI (Regulation Best Interest) comes into force in June 2020. Are you ready to...

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‘Prehistoric’ fund websites disappoint on Covid-19 content

‘Prehistoric’ fund websites disappoint on Covid-19 content From Ignites Europe with Dawn Cowie  Original Post Here Asset managers with “prehistoric” websites are missing an opportunity to help their...

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The Best and Worst Asset Manager Websites for Clarity

The Best and Worst Asset Manager Websites for Clarity From Fund Intelligence by Ben Strack   Join Fund Intelligence to receive the complete article Barclays Wealth Management and Federated Hermes are...

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The worst finance firms named and shamed for ‘impossible to understand’ jargon

The worst finance firms named and shamed for ‘impossible to understand’ jargon Just two of 60 firms analysed communicate in a way that people can understand From The Telegraph by Harry Brennan...

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Customer Experience and Investor Trust Hit Hard by Complexity – 2020 Asset...

Customer Experience and Investor Trust Hit Hard by Complexity – 2020 Asset Management Clarity Report Reveals From MarketWatch  Original Article Here How will the history books describe 2020? A year of...

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Study: Asset managers’ websites need to be more ‘Harry Potter’

Study: Asset managers’ websites need to be more ‘Harry Potter’ Study finds that the top 60 asset firms’ messaging to clients is less than half as easy to read as the popular wizard books – and that’s...

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Financial Times – Fund Managers Asset Writedowns

Financial Times – Fund Managers Asset Writedowns Original Post – Financial Times    If you’ve ever thought City fund managers spout utter nonsense, this week brings proof: a new study has found that...

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