[Customer engagement is a moving target and a hard one to execute on as consumers continue to lose trust in brands and are increasingly resistant to the flood of marketing messages they are being besieged with.
"Most important, improving communication quality and frequency with personalized insights, targeted signals, and specific Next-Best-Actions maximizes and reinforces advisor relevance." - Nathan Stevenson, CEO of ForwardLane
[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp
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