For financial services organizations, one of the obstacles to digital transformation of customer experience is the need to meet compliance and legal requirements. Some ideas on how to move your organization up from the conservative, paper-based end of the spectrum.
Together, a modular approach to content and an information architecture (to organize those content modules) are what allow you to present information to your customers in a guided, Turbo Tax-like experience.
Want to transform your customers' experience with your firm? Chances are there have been a few things holding you back, and one of them is your technology. Lane Severson shows you how to bucket the tools you use to capture and transfer the data that underlie customer experience, and how they tie in with your back-end processes.