Digital Health and Wellness — New forms of Customer Engagement


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Digital health and personalized wellness is about to reach escape velocity and transform the way millions of people achieve their health and fitness goals. Self-tracking, quantified self, and personalized notifications

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My Apple Watch finally arrived!


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As soon as I unwrapped my beautifully packaged Apple Watch, I posted a picture with the Watch on Facebook to announce the possession of my exciting new asset.

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More Than a Timepiece – the Apple Watch


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This week, Apple released their second-quarter earnings and the results managed to impress.

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Salesforce Tip: Use Action Plans to schedule repetitive tasks


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Do you or any of your team members have repetitive action items that requires scheduling the same series of tasks for different contacts? Action Plans by Salesforce Labs lets you create reusable task

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The Chief Digital Officer (CDO) – Defining this Critical Leadership Role

In recent years, with consumerization, digital experience and engagement increasingly taking center stage, there has been an increase in executives being assigned to a role known as Chief Digital Officer (CDO). In fact, there are a tremendous proliferation of new XO titles that all focus on the customer, innovation, omni-channel platform and revenue growth in some form or fashion:

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Digital Customer Engagement Building Brand Leaders


The next age of Digital has shifted the balance of power from the enterprise to the end user: consumer or business. This transformational shift has caused a tremendous disruption across nearly every industry, as organizations scramble to embrace widespread digitization, accelerating the inevitable convergence between the CMO and the CIO.

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From Silos to Systems

If you have any interest in baseball, you likely started focusing on the playoffs over the past few weeks and certainly this week as they are in full swing. As I walk through San Francisco, I am struck by how that same thing can be said for anyone participating in or attending Dreamforce. If you are in any way involved in sales or marketing, it’s a guarantee that you know about this conference. It has become THE event of the year.

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Driving Digital Customer Engagement: Technology Bridges Gap Between CMOs, CIOs

Chief Marketing Officers (CMOs) understand the need to make technology central to their strategic approach to customer management. They need consistent messaging across digital

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Client Onboarding: Estimating for the future (Part 2 of 2)

By R. Kamath

In the previous post, we saw how client onboarding is being deeply affected by the changes happening in asset and wealth management – changes that are being driven mostly by investors, financial professionals and regulators. Many financial institutions are actively looking to improve the onboarding experience to improve their client acquisition, retention and cross-sell metrics, and are making technology investments towards this end. Onboarding processes can be long and complex, which means these investments are often not trivial.

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Client Onboarding: Estimating for the future (Part 1 of 2)


By R. Kamath

Read part 1 of LiquidHub’s Onboarding viewpoints in which we discuss a mechanism that CTOs can employ to predict the efficacy of their current investments to handle future changes, without necessarily completely knowing what those changes might look like. This viewpoint discusses the changes affecting client onboarding in Asset and Wealth management.

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Customer is King

“To satisfy the customer is the mission and purpose of every business.” Peter Drucker’s words are as true today as they were in 1973, when he published Management: Tasks, Responsibilities and Practices.

But recently the gap between big companies and the customers who bought their products and services has grown only wider. The customer might be king, but often as a platitude supported by legacy technology.

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Competing for Policyholder Retention Via Best in Class Claims Handling

Everybody can appreciate a fresh start. A new year, new president, new diet, whatever it may be, if it’s new it invariably offers a chance to overhaul, reassess, or rearrange. In some cases, a new beginning can also be good for business. Take, for instance, what happened at a large Property & Casualty Insurance Carrier when a new Chief Claims Officer joined the company.

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