Search Results
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Report The Forrester Life Insurance Wave™: US Sales Websites, Q2 2018
US Life Insurers Disappoint With Weak Digital Guidance
Digital touchpoints are supplementing and sometimes displacing traditional sales touchpoints like advisors as customers research and then buy life insurance. To see how helpful they are to...
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Report The Forrester Life Insurance Wave™: Canadian Sales Websites, Q2 2018
Life Insurance Websites Reflect Sales Models — Not Customer Goals
Digital touchpoints are supplementing and sometimes displacing traditional sales touchpoints like advisors as customers traverse online and offline paths in their life insurance purchase journeys....
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Report 2017 Canadian Credit Card Digital Sales Functionality Benchmark
BMO And Scotiabank Lead The Pack In This Year's Review Of Credit Card Sales
We used our Digital Sales Functionality Benchmark methodology to evaluate the public websites of the five largest credit card issuers in Canada across 42 individual criteria. Bank of Montreal (BMO)...
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Report Bridge The Divide Between Social Marketing And Compliance
Social Marketing Best Practices From Financial Services, Healthcare, And Pharmaceuticals For All Marketers
June 22, 2017 | Erna Alfred Liousas, Nick HayesAdding social to your overall marketing strategy is no easy task for any company. B2C marketers in heavily regulated industries such as financial services, healthcare, and pharmaceuticals face even...
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Report Security Strength And Ease Benchmark: US Online Retail Banking 2017
In a race to meet customer acquisition and retention targets while reducing account takeover (ATO) fraud, financial services firms have strived to ensure that their sites are both secure and easy...
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Report 2016 US Online Banking Functionality Benchmark
Direct Bank USAA Earns The Top Spot Overall, While Bank Of America Leads Among Large Traditional Banks
February 7, 2017 | Peter WannemacherTens of millions of US bank customers use their providers' secure websites to complete tasks and achieve their banking objectives. As such, digital banking teams must keep a close eye on which...
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Report 2016 Canadian Online Banking Functionality Benchmark
CIBC Again Earns The Highest Overall Score, But All Of The Big Five Banks Demonstrate Best Practices
January 30, 2017 | Peter WannemacherTens of millions of Canadian bank customers use their providers' secure websites to conduct both routine and rare banking tasks. As such, digital banking teams must keep a close eye on which goals...
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Report 2016 US Bank Digital Sales Functionality Benchmark
Bank Of America And Wells Fargo Continue To Lead The Pack
December 9, 2016 | Alyson ClarkeWe used our Digital Sales Functionality Benchmark methodology to evaluate the public websites of the five largest retail banks in the US. As they did last year, Bank of America and Wells Fargo lead...
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Report 2016 Canadian Bank Digital Sales Functionality Benchmark
Scotiabank Takes The Top Spot
November 21, 2016 | Alyson ClarkeWe used our Digital Sales Functionality Benchmark methodology to evaluate the public websites of the five largest retail banks in Canada. While all of the banks are meeting checking account...