Tag Archives: National City

Where are the financial advice tools?

When at the Forrester Financial Marketing event in New York, I had the pleasure to meet with Alyson Clarke, a principal Analyst at Forrester.  We sat together to discuss and share some ideas about Online Advice Tools. We talked about … Continue reading

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Live Chat Increases Sales at National City

This year’s Forrester Financial Services Forum for Marketing and Strategy Professionals was focused on how to deliver great customer experience.  It covered best practices, cross channel strategies but also many sessions were covering online experience especially through the use of … Continue reading

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