A new Hearts & Wallets survey shows financial advisory clients want proactivity, but too often are not getting it.

Proactivity, one of the top-growing "wants" of clients, also proved to be the biggest satisfaction gap. The report showed 45 percent of households nationally rate proactivity as highly important, but ...

Thanks to modern survey tools, creating and distributing a questionnaire has never been easier. By Alex Caffarini As a ...

Customer service satisfaction in energy companies’ has improved in the last six months, reaching +58, a seven point increase.

Behavior-tracking software firm Amplitude Inc. today said it has completed the integration of the personalized user ...

The 1H 2025 GenAI Confidence Index survey was conducted online within the United States between October 15 and November 13, 2024 among a U.S. sample of 5,150 managers and executives who indicated they ...

Competing on rates alone is no longer enough — equipment finance providers must shift from transactional lending to client-centric partnerships that drive long-term success. By prioritizing tailored ...

If, in today’s time, you still believe that only selling policies will guarantee long-term success, then you have not evolved ...

A new BCG survey highlights significant dissatisfaction among women with consumer goods, financial services, and healthcare ...

TAMPA, FL / / January 30, 2025 / Orchard Software has once again achieved the highest overall client satisfaction ratings in the annual Black Book™ User Survey, securing its position as the #1 ...

AI flops when brands build for customers instead of with them. The best AI customer experience design happens when AI solves ...