Financial Services Insights

Banking. Payments. Wealth. Lending.


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Patrick Roosenberg
What Influences Auto Financing Consumers During the Shopping Process?

What influences and shapes the preferences and decisions of customers..

James Houston
Delivering a Differentiated Borrower Experience

The world has changed in the past two years and future homebuyers have a new..

Keith Bossey
Happy Belated CX Day!

I missed posting yesterday, so Happy Belated CX Day!

Patrick Roosenberg
Focus on the Fundamentals and Move Beyond Transactional

Dealer satisfaction is up for the industry since 2020, however, the 2021 ..

Patrick Roosenberg
Competitive Intelligence Drives Competitive Advantage

In a market constricted by supply challenges and increased demand, critical..

Susan Petlick
Maximizing the Role of Self-Service Customer Channels in Mortgage Servicing

Mortgage servicers faced an influx of customer calls at the onset of the..

Michael Foy
Wirehouse Wealth Management Firms Struggle to Keep Advisors Satisfied through Pandemic and Beyond

Despite the massive, industry-wide disruption caused by the COVID-19..

Susan Petlick
Mortgage Servicers: The Importance of Engaging Low Maintenance Customers

While mortgage servicers have invested time and resources into assisting the..

Susan Petlick
How The Pandemic Created Unforeseen Challenges across the Mortgage Servicing Industry

On July 21st, J.D. Power will publish the results of the J.D. Power 2021 ..

Bob Neuhaus
Consumer Financial Literacy and Wellness in an Unprecedented Year

The pandemic has re-shaped how consumers think about their financial..

Michael Foy
Financial Advisors and The Effective Use of Social Media Channels

Merrill Lynch Wealth Management recently announced that it was revamping its..

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