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Mass affluent finance and investment advice

Futurelab

Capturing the Mass Affluent opportunity Futurelab wants to equip a select number of financial institutions with the methodologies, tools and templates to capture this untapped opportunity and: Find and understand Mass Affluent consumers using customer insight discovery and big data techniques Roll-out goal-based risk profiling, while remaining fully (..)

Finance 130
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Are prices real? Do they even exist?

The Customer Service Blog

Towards the end of the 19th century, mathematicians laid calculus on solid foundations by constructing the 'real numbers'. He saw the tremendous power of calculus and wondered if it could be utilised not just in physics, but also in finance. Today, these are the default numbers we use every day, including 0, 1, 1.5, -1.323, and π.

Finance 80
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Thankful for new integrations

Zendesk

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes. Sienna is based on the latest design trends and goes through rigorous testing.

Finance 98
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Uncover the incredible Impact on ROI of Harnessing Customer emotions

Beyond Philosophy

In their research, a large construction company we worked with discovered that the construction clients didn’t want a rougher excavator as much as they wanted to know that the company “cared for them as a person.” When push comes to shove for many customers, the human side matters most to them.

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Simple Ways to Leverage Wellness to Improve the Employee Experience

Customer Service Life

It may mean having a difficult but necessary conversation, crying on your lunch break, constructively venting with a coworker or taking a mental health day. Be sure to factor in topics such as mental and emotional health, finance, career, creativity, relationships, education or personal development.

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Three Customer Experience lessons every company can learn from TikTok and ByteDance

Steven Van Belleghem

Matthew believes that it’s not so much the ‘killer’ algorithms that make ByteDance and TikTok so powerful, but “how the product is constructed”. Users love octopuses too. Forcing users to react. Facebook only receives information if you choose to react to something, and most people react when their emotions are heightened.

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How to Conduct an Employee Compliance Assessment

ProProfs

When hiring for high-risk jobs, such as various roles in manufacturing or construction, you can use assessments to ensure that the candidate is well-aware of and committed to complying with government safety standards. Anti-Money Laundering & Counter-Terrorist Financing Assessment. Hire informed, safety-minded employees.