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AI Strategy for Financial Services CEOs: Why “Good Enough” is no Longer Enough
AI in financial services has moved from lofty claims about AI's use to being at the center of the growth conversation, shaping how you compete, run, and stay trusted. Margins are under pressure as customers benchmark you against their best digital experiences, whether they are opening a checking account, redeeming loyalty points, disputing a card charge, or seeking hardship help.
Creating Compelling Assessments that Drive Value
Tue, Jul 9, 2024 — Does your business need a health checkup? Just as you would not wait for symptoms to turn into a full-blown illness before seeing a doctor, savvy leaders understand the value of regular assessments to keep their organizations healthy and thriving. Assessments are a vital diagnostic tool, revealing strengths, weaknesses, and hidden issues that might otherwise go unnoticed. Much like preventive healthcare, they provide early warnings, allowing leaders to address concerns before they escalate into crises.
99 and Counting Backwards
Tue, Jul 2, 2024 — Out for a walk on a cool May morning, I saw a pickup truck pull alongside. It was Ray from up the street. “Are you around May 31st?” he asked. “I’m having a 99th birthday party.” That’s funny, I thought, Ray can’t be much over 70. “Yep, this one is my 99th. Last year’s party was my 100th. Figured there’s no way I’d ever live to be 100, and I really wanted to have a 100th birthday party. So I did!
The Importance of Customer Empathy in Journey Mapping
Thu, Jun 20, 2024 — In today's hyper-connected world, the customer journey has evolved into a multifaceted landscape shaped by many influences and access to extensive information. As personalization and marketing sophistication continue to advance, it becomes increasingly vital for businesses to acknowledge that understanding the customer journey extends beyond mere assumptions. To navigate effectively, businesses require a nuanced approach that recognizes the inherent complexity of consumer behavior and actively engages in empathetic journey mapping.
The Untapped Powerhouse: Why CEO Social Media Presence Matters
Fri, Jun 7, 2024 — In today's digital age, consumers and potential employees are increasingly turning to social media to understand the companies they interact with. This extends beyond just a catchy company bio and curated product photos. For private CEOs, social media offers a powerful, yet often underutilized platform to build brand awareness, establish thought leadership, and connect with your target audience on a deeper level.
The Significance of Personalization in Enhancing Account-Based Marketing Strategies
Wed, May 22, 2024 — Customers love feeling known and appreciated by the companies and brands that have earned their business and loyalty. In today’s marketing environment, forging that bond is more important than ever before. When companies miss the mark on personalizing their offerings, this incredibly important value proposition becomes muted.
Quarterly Business Reviews: A CXO guide to Best Practices
Thu, May 16, 2024 — Most companies run regular QBRs (Quarterly Business Reviews). Getting into QBR practice its benefits, like getting your broader team buy-in on your sales and marketing team issues, creating a sense of urgency on important cross-team action items, building a learning culture within your team, sharing new product initiatives in advance, collect and measure customer feedback (or NPS) regularly. Not to mention you get valuable team face time, undistracted by daily sales activities.
All In On AI? A Practical Approach To Leveraging AI
Fri, May 10, 2024 — How Do You Eat An (AI) Elephant? A long-standing joke is “How do you eat an elephant? Answer: One bite at a time.” I feel the same holds for AI, especially for those organizations and individuals that might feel a little overwhelmed by all of the talk (hype) about AI and that if you are not leveraging all of the latest and greatest AI technology you are already behind and you will never catch up. Your approach may need to be “one bite at a time.”
Growth Gears: The Buyer's Journey
Thu, May 2, 2024 — How Marketing and Sales Work Together Increase Your Brand’s ROI I’ve seen it before–a company’s sales department blaming the marketing department for ineffective marketing and the marketing department blaming sales for not properly incubating leads and getting potential customers to convert.
Analyzing Customer Data to Gain Actionable Insights
Wed, May 1, 2024 — Customer data is crucial when creating a sales and marketing strategy. But humans are not made of data, so when considering the customer, you must acknowledge that the data itself doesn’t reveal the whole story. How marketers gain actionable insights – and drive growth – through data is a more important question to ask and answer.