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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