Monthly Archives

May 2020

How to Deliver “High-Touch” Digital Experiences in Wealth Management

By | News, Thought Leadership

Neal Keene, Field CTO at Smart Communications
Financial services firms, particularly those in wealth management, pride themselves on providing “high-touch” services to clients. Agents and advisors often meet customers in person, and then spend hours understanding their needs, family relationships and goals, before working to create customized plans. Building a long-lasting relationship based on trust is key to success and certainly requires a personal touch.

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How Insurance Companies Can Thrive in the New Normal

By | News, Thought Leadership

Larry Hogan, Account Executive at Smart Communications
So far in 2020, insurers have had to find unique ways to quickly respond and adapt to a unprecedented level of disruption. The good news is, depending on the approach, 2020 also brought an unexpected opportunity for insurers to be champions for digital change – setting an example for how digital transformation should be embraced when we settle into a new normal.

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5 Ways SMARTER Conversations Ease the Impact of COVID-19

By | News, Thought Leadership

Chris Murphy, Senior Director of Product Marketing at Smart Communications
The impacts of COVID-19 may be with us for quite some time, so companies will continue to deal with a vast amount of uncertainty when it comes to planning for a new normal. We’ve pulled together a quick guide that helps clarify how a modern approach to customer communications will help ease the impact of COVID-19 for companies looking to embrace change.

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