The Next 5-Years of Financial Services Digital Transformation

May 9, 2012 § Leave a comment


May 9, 2012  Large-scale social and digital initiatives are becoming a standard part of  future-focused programs at today’s leading financial institutions. In talking with peers, vendor partners, and those within the financial services industry…this much is becoming clear and it will have big implications for the next 5 year. Here are several of the areas of focus for these programs:

  • Social Media is slowly, but surely, transitioning from a marketing and campaign vehicle to a set of technologies and capabilities transforming sales and distribution, customer service, market research, and future product development. Today, large insurance and wealth management firms are reporting that top performers all leverage social channels as a significant portion or their lead generation success. Social customer service is becoming a standard element, but not one operated very efficiently. Market research and innovation teams are realizing success from mining social data and open innovation, but not maximizing its potential. All of this is just the tip of the iceberg and it is now time to start the hard work. « Read the rest of this entry »

How Should Advertisers Deal with Multiple Personality Disorder?

June 14, 2011 § Leave a comment


6.14.11 While doing some research for work around personalization I stumbled across an interesting phenomenon with a colleague of mine. In short, depending on which browser I use, I may look like a totally different person to the site I am visiting. For example, as advertising networks are collecting information on me and building a profile based on my interests, location, and demographics I might be throwing them for a loop by using more than one browser AND using them differently.  « Read the rest of this entry »

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