In an increasingly connected world, mailers are being called to extend their mailings with email follow-ups, calling campaigns and social media posts.

In today’s competitive environment, financial services and insurance companies are looking for ways to enhance the overall customer experience by offering greater convenience through intuitive inte

As CCM (Customer Communication Management) and CX (Customer Experience) intersect, it is important to put CCM into the context of CX. Think of it as making a movie.

What about risk?

Risk is a topic that every company committed to customer experience must consider.

When meeting with Service Providers around the world, I often ask the following question:

How do you define your business?

There are typically two common answers:

USPS® proposed a new method for measuring Move Update compliance, and it will be a big change from the current process.

The US Department of Labor recently issued the final draft of a new “Fiduciary Rule”, scheduled to go into effect in April, 2017.

The Essence of Customer Due Diligence in one annoying song

We all love money. I know it’s a bit of a platitude, but in the case of Customer Due Diligence there just is no denying it.

What is a maturity model?

Maturity models aren’t new. Chances are, you or your organization has utilized a maturity model in the past.

As all financial organistions must demonstrate compliance with an ever growing number of rules and legislations, many vendors of customer screening systems will state that their products incor