Sohm is a researcher serving digital business strategy professionals. His research focuses on the impact of technology and shifting consumer behaviors on the financial services industry. In his role, Sohm collaborates on research that guides leaders in banking, insurance, and wealth management on how to best serve their customers in today’s digital world.
Use this report to learn best practices for helping prospects evaluate self-directed accounts plus key considerations for developing a website sales strategy.
Investment firms can learn best practices for helping prospects discover their brand and offerings and key considerations for developing a website sales strategy.
This report examines best practices for banks to help prospects discover and evaluate checking account offerings and how to develop a mobile banking sales strategy.
Use best practices to help prospects discover your brand and the checking accounts on offer, and how to develop a mobile banking sales strategy.
This report examines best practices for banks to help prospects open a checking account through a mobile site and how to develop a mobile banking sales strategy.
Use these best practices for onboarding customers after they apply for and open a checking account through their mobile site.
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