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Document · By Karim El ghaidi On Sep 15, 2021 7:13 AM

Top Strategies for a Successful Self-Service Portal in Financial Services 1 Introduction As the financial industry assesses the value of digital service solutions, many organizations...

Document · By Karim El ghaidi On Sep 15, 2021 7:07 AM

The State of Digital Transformation in Financial Services in 2022 1 Abstract Implementing lessons learned during the pandemic and meeting new customer demands will be two of the greatest...

Document · By Emily Liu On Aug 18, 2021 3:18 PM

Why 70% of Digital Transformations Fail liferay.com | 1 Transformation in the Wake of COVID-19 If digital transformation wasn’t originally on the roadmap, then the pandemic forced many ...

Document · By Jason Chang On Aug 4, 2021 10:32 AM

5 Ways Self-Service is Valuable for Wealth Managers 1 Introduction For decades, the wealth management sector has placed great value on providing clients with personalized service. In return,...

Document · By Jason Chang On Aug 4, 2021 10:24 AM

Outpacing Disruption: 3 Strategies for Mid-Market Wealth Managers 1 An Uncertain Future for the Mid-Market Mid-market firms have built great brands, differentiated from the mega-managers,...

Document · By Jason Chang On Aug 4, 2021 10:13 AM

3 Ways Wealth Managers Can Enhance Their Digital Client Service Strategy 1 Introduction Today’s wealth management industry is at a crossroads. Incumbents who have remained relevant while...

Document · By Sylvina Luu On Jul 28, 2021 11:05 PM

Improve Business Efficiency and Customer Experience with Self-Service Portals 1 The Necessity for Self-Service Self-service is no longer a nice-to-have; it is a necessity to serve your...

Document · By Emily Liu On Jul 20, 2021 1:38 PM

5 Customer Engagement KPIs That Improve Profitability 1 When it comes time to showcase how customer experience leaders have impacted the business with their customer experience strategies,...

Document · By Junko Teramoto On Jul 8, 2021 2:56 PM

Create Distribution Efficiency with a 360-degree View of Your Customer 1 Introduction Receiving customized recommendations and contents on-demand is the new norm, and that trend is...

Document · By Karim El ghaidi On Jun 4, 2021 7:40 AM

Place Self Service at the Core of Loan Origination Processes 1 Introduction This whitepaper will address customer portals and the general concept of digital self-service, focusing on the...

Document · By Karim El ghaidi On Jun 4, 2021 7:24 AM

Customer Experience A Critical Differentiator for Financial Organizations 1 Introduction This article will consider how customer behavior in the financial services industry is changing as...

Document · By Anabel von Keitz On May 31, 2021 9:31 AM

A digital reckoning is taking place in the insurance industry. Why self-service technology is integral to the insurance customer journey Self-service and digital technologies do more than...

Document · By Anabel von Keitz On May 28, 2021 8:16 AM

6 Must-Have Features for an Insurance Customer Self-Service Portal 1 Introduction According to a report from Microsoft, 90% of global customers expect brands or organizations to have an...

Document · By Karim El ghaidi On May 11, 2021 12:39 PM

3 Ways Financial Organizations Can Enhance Their Digital Customer Service Strategy 1 Introduction As we move into a post-pandemic world, investing in customer satisfaction will become a...

Document · By Emily Liu On May 6, 2021 6:37 AM

3 Customer Experience Strategies You’re Missing 1 The battlefield to win your customer’s business is fraught with opposition that only seems to grow more powerful by the day. Customer...

Document · By Emily Liu On May 3, 2021 10:18 AM

How You Can Turn Customer Service into a Profit Center Minimize Your Cost-to-Serve While Maximizing Customer Satisfaction liferay.com | 1 Cost to Run Your Customer Support Center QTY DESC...

Document · By Karim El ghaidi On Apr 16, 2021 10:25 AM

4 Ways for Financial Organizations to Meet Customer Needs While Lowering Cost-to-Serve 1 Introduction In response to pandemic restrictions imposed by governments and businesses worldwide,...

Document · By Junko Teramoto On Apr 15, 2021 11:44 AM

4 Ways Self-Service Helps Insurers Cut Cost and Time 1 What are the Benefits of Self-Service? Today’s Standing out among a competitive industry like insurance is a challenge. The solution...

Document · By Emily Liu On Mar 19, 2021 10:38 AM

Delivering Business Value: 5 Examples of Liferay Customers Leveraging Liferay Experience Cloud Self-Managed liferay.com | 1 Introduction This booklet provides a look into how Liferay...

Document · By Emily Liu On Feb 11, 2021 3:01 PM

Liferay DXP: A Robust, Flexible Platform for Federal Systems Integrators (FSIs) 1 FSIs and the Need for DXPs Federal systems integrators (FSIs) play a critical role in helping federal...