Lane Severson has been looking at what’s blocking financial services organizations from creating a more Turbo-Tax-like experience. In this post, he discusses why process is a problem for many firms trying to digitally transform, and how to begin to dismantle the problem.
If you think your wealthier financial services customers don’t particularly care whether you can offer them a digital experience for their transactions, think again—because the demographics, they are a-changin’.
Ever wonder why your firm is still juggling paper forms or online PDF documents to process its transactions with customers--to the detriment of both your processes and your customer experience? Lane Severson offers an overview of what's standing in the way of truly digital processing for many firms.
If you’re an insurance firm, digital transaction processing is the next new thing your customers are going to be asking for. Lane Severson discusses the benefits of this kind of processing – for both the business and for the customer experience.