Closing the CX Gap
Whitepapers
28 Jun 2022
Wealth management organisations can bridge the customer experience gap to improve revenue. Here's how.
Retirement income in the direct platform market
Case studies, Whitepapers
04 Jul 2019
We’ve sponsored a report into the support and functionality platforms offer when taking income in retirement. Despite Pension Freedoms, the focus remains more on building funds for retirement than managing them once there.
Calculation Power whitepaper
Case studies, Whitepapers
03 Jul 2019
Our new whitepaper highlights six creative and exciting ways to use financial calculators and their powerful engines to enhance your digital experience – APIs, chatbots, mega tools and more!
Reframing disruption: Putting the customer first
Whitepapers
02 Nov 2018
The idea of ‘disruption’ is a hot topic in all sectors of the business world today, and financial services is no exception. Download our latest guide here for tips and case studies about customer-centric disruption.