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Whitepapers

How will your digital channels meet the requirements of the General Data Protection Regulations?

POSTED: 14.12.2016

In this whitepaper, you’ll learn how General Data Protection Regulations (GDPR) are going to impact your business customer experience optimization and what you can do to be ready for this compliance transformation by May 2018. Download our latest…

How retailers can improve Customer tracking across digital channels

POSTED: 19.09.2016

Customer journey analytics are becoming increasingly important for digital retailers. In this whitepaper, retailers learn how to utilise their digital channels, improve customer tracking and reap the benefits of the analytics of the customer experience. Download our…

Are your digital channels ready for MiFID II ?

POSTED: 31.07.2016

The new MiFID II and MiFIR come into effect from January 2018. There are significant changes which will need to be made to existing products and services, to the way charges are disclosed, the scope…

What do Wealth managers need to succeed in digital channels?

POSTED: 23.06.2016

On the back of the new pension freedoms and the continual changes to taxation and allowances, customers still need access to basic information and advice to help them manage their wealth. A growing number of…

Suitability of advice via digital channels – How would you respond?

POSTED: 27.04.2016

How would you respond if the Regulator were to ask you to review the suitability of advice via digital channels? The past couple of weeks have seen a series of articles about the FCA’s decision…

The “3R’s” rule of digital customer centricity: Record, Replay, Respond

POSTED: 13.04.2016

The growth of digital channels and the complexity and value of business conducted via the web means that companies need similar capabilities to what is available to service customers who use more traditional channels: Phone-based…

Break the silos between digital self-service and inbound customer service

POSTED: 21.03.2016

Keen to improve customer experience, operational efficiency and sales effectiveness? This white paper will explore how new tools are empowering real-time customer service. It covers 3 key topics: The growing importance of capabilities that track website…

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