Shutterstock A single source of truth (SSOT) : the aggregating of data from disparate systems within an organization to a single location whereby you have a true 360-degree view of your customers. One of the many problems financial services companies still face today is how to design an information system so there exists a SSOT. Furthermore, if you want … Continue reading The Single Source of Truth-Flatten the Silos!
I have been asked by a number of financial services companies, big banks and Fintechs where do I see AI, Open APIs and BaaP playing a role as we embark on 2020. Funny thing, my position hasn't changed from when I posted this slide on LinkedIn over a year ago. Now, the not so funny … Continue reading Banks | AI | API | BaaP-A Match Made in Heaven?
NBC 4 New York Are your prospects moving through the funnel or are they stuck in a tunnel? We have been hearing it for years, your prospective buyers go through a series of stages before they become customers; awareness, consideration, conversion and if you are lucky, loyalty and advocacy. But how many of you are … Continue reading Funnel or Tunnel?
Marketing Week Strategic Consulting Management So how difficult is this? As a consultant I can tell you this is an easy depiction (graphic above) of what the banks should be getting right and as a customer I can tell you they don't! Again, the journey a number of customers take can start with a simple … Continue reading Customer Experience. It’s not Rocket Science!
Customer Journey Mapping I had fun mapping out my personal journey for my gift purchase to my wife. One thing I should mention is my persona plays a big part in why I chose these goals/events. Because a journey map is the story of a customers’ experience – it depicts what happens along the way, … Continue reading My Valentine’s Day Journey Map
It's amazing how a number of clients I have consulted with have no problem spending to bring in the "best" marketing automation platforms money can buy. But in reality, many marketing automation investments fail according to Hubspot: However, the term “marketing automation” has become a buzz-word, where marketers seek out marketing automation software under the … Continue reading How’s Your Lead Nurturing?