Julian Clarke

Blogs

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Accelerating Transformation In Commercial Banking

Providing a great experience for customers is no longer an optional investment, it is increasingly the most important competitive advantage a company can have. Customer relationship management is particularly important as the rise of digital channels make

Client Lifecycle Management
04 Jul 2024
Five people seated in a modern office having a discussion with sticky notes on the wall.

Building Better Customer Relationships with Intelligent Automation

Despite all the digitalization happening in financial institutions across the world, customer-facing teams still remain the revenue cornerstone for a lot of financial services firms.

AI & Innovation
07 May 2021
Text on blue background stating: 84% of financial services firms believe customer experience during the onboarding process impacts overall lifetime value, alongside horizontal colored bars with circular ends on the right.

Why Siloed Onboarding Operations are Killing Customer Experience

The onboarding process is the critical first step in every new customer relationship. However, many firms are failing to make a favorable first impression with disconnected systems and limited visibility leading to a friction-filled customer experience.

Client Lifecycle Management
23 Apr 2021

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