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A password reset shouldn’t cause headaches
When life changes fast, people need answers
Transforming CX with Gen AI
Financial literacy can be a game-changer
Providing real value when it counts most
Adding clear value in the digital age
Clients appreciate a holistic approach with real-world benefits
“Clients sometimes need to have someone go over their statement with them. These calls can be difficult sometimes because the market doesn’t always run up. But if handled properly, they give me a good reason to connect with clients and give them the appropriate financial advice that they need.”
Jerome | Professional
Balancing the artificial and the authentic
“During this situation, I will reach out and seek the quickest and fastest response. So, if it's phone, Zoom or in person, I will take whatever method I feel is going to be quick to getting a solution to the current problem.”
Arthur | Professional
Listen to a client asking for help
The efficacy of emotion
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Making the quote process as painless as possible
Information without the information overload