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How to secure stakeholder buy-in when purchasing enterprise customer communications management (CCM) software
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Ruth Fisk, VP Insurance Marketing at Smart Communications
This post features an infographic that provides life insurers with one view of all of the unique interactions that span across the entire new business process, from acquisition to onboarding and policy issuance.
Karen Oakland, VP Financial Services Marketing at Smart Communications
With such a massive amount of assets at stake, leading wealth management and private banking firms are racing to not only offer more ESG investment options, but also to improve how ESG data is included in client reporting and other customer communications. In this post, we’ll explore what ESG is, why it’s growing in popularity and how to adapt reporting to give clients the ESG information they crave.
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