Posts Tagged ‘portals’

As an elementary school student more than 20 years ago, one of my assignments was to raise money for the class through magazine subscriptions. Though our teachers no sales training, the accepted method for converting potential customers was to walk door-to-door or ask our parents to introduce us to interested friends. When sales were tallied […]

The way you reach out to your consumers has changed considerably over the past few years to include online channels like social media, email lists, and customer portals. How you have told your brand story over these channels is indicative of your brand’s success as well. According to Gallup, two out of every three purchasing […]

Many moons ago, I wrote the blog post This Is Bad News For Sponsors And CROs, in which I shared how the number of principal investigators interested in running new trials had declined. Another blog post from several several years ago, Wait, You’re Not Using an Investigator Portal?, shared one method of increasing satisfaction among […]

It is about time that we all face a hard truth: Many traditional intranet projects fail to achieve their stated business objectives. There, I said it, and I’m already starting to feel better. According to one recent Gartner report, “Since the emergence of the intranet in the mid-1990s, organizations have seen wave after wave of […]

The relationship that consumers hold with banks has largely been in person. Like the local doctor’s office, many look to the bank as a center of conversation, camaraderie, and commerce. If recent surveys hold however, digital transformation is set to change such long-held notions. To understand just whether digital transformation is on the mind of […]

2016 has been quite a year for video, with major events like the Super Bowl and Olympics being live-streamed like never before. In the latter example, over 2.7 billion minutes were streamed, which marked a major record. Streaming video has extended to television shows as well, with 100 million streaming the season finale of HBO’s Game of […]

A recent conversation with a prospective client of ours prompted me to write this post. The client is looking at ways to improve the adoption rate of one of its products by a specific population because, for a variety of reasons, adoption by that segment has been slower than others. The solution to challenges like […]

I mentioned the Zurich partner community in one of my previous Dreamforce blog posts about the Salesforce Community Cloud Keynote. Here, I’ll dive deeper into the details of a presentation dedicated to financial services partner communities. Kimberley Zatlyn from Salesforce started the session and reiterated the same statistics that were presented in the keynote presentation. Paul […]

How customers interact with their favorite brands has evolved over the past half-century. I know for me, the experience has been transformational in my lifetime alone. When I first started paying attention to branding and marketing at a young age, businesses who showed their phone numbers on their advertisements were savvy. Later on, that became […]

“To stay relevant, financial advisors are recognizing that technology has to be a big piece of their pitch to this generation.” That statement came from a CNBC article that discussed the critical role technology plays in the financial services industry. The author, Ilana Polyak, points to a recent report from Fidelity, which indicates that financial […]

 According to Gartner, growth is the number one priority among senior-level executives in the financial services industry. How can you increase revenue? It’s not that you’re no longer concerned with the usual compliance, regulatory, and risk issues, but what is currently top of mind is how to drive growth and improve efficiencies. The Depository […]

With summer right around the corner, many of us will find ourselves staying active outside deep into the summer evening. Whether we are swimming in a lake we’ve frequented since childhood or hitting baseballs at the park, the risk of injury is always something to make note of. For hospitals who must deal with those […]