Creating Hyper-Personalized Financial Services in the Age of Data

By Reg Marrinier The global pandemic has accelerated the rise of the digital economy, driving financial institutions to continuously contemplate the next big innovation to differentiate their service offerings. With huge stores of transactional data and client histories, financial institutions need to activate the value of data assets if they …

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Why Purchase Details are Key to Unlocking a New World of Customer Engagement

By Jason Howard Who hasn’t looked at their bank statement at one point and thought, “wait a minute, what’s this transaction again?” And often, there isn’t enough information on our digital bank statements to help us make sense of our purchase history. In most cases though, these confusing statement descriptors …

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Why Infrastructure is Crucial to Accelerating Canadian Retail’s Post-COVID Digital Transformation

By Andrew Eppich Many of the retailers that persevered during COVID learned how to conduct business online but many still overlook the digital infrastructure the apps powering their online sales need to perform their best. Since 2020, the COVID-19 pandemic has accelerated the Canadian retail industry’s digital transformation as consumers …

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No More Business as Usual When You Double Down on Remote Sales

By Doug Seaberg Enterprise change comes slowly. Could perfecting remote sales processes help speed it up? The enterprise sales cycle is typically measured in months, if not years. Products and services are often complex, and when you’re helping companies automate their vendor payments like I am, you’ll end up working …

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Six Consumer Archetypes You Need to Understand as We Navigate the Future

By Helen Androlia “In these uncertain times…” How quickly we became tired of these words that were meant to reassure. COVID-19 was a new exercise in how marketing professionals extend empathy and relevance in a world with infinitely more than just client challenges on our minds. There are high-level archetypes …

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