Blog posts from Joss Burns

March 19, 2025

What is secure messaging – and what role does it play in private wealth?

Secure messaging eliminates risk and creates trust – while providing customers with extra convenience.

February 19, 2025

AI for wealth management: Boost productivity while managing risk

The way is clear for WM firms to leverage AI. How can the technology improve advisor productivity?

January 13, 2025

Wealth financial advisor client engagement shouldn’t be time consuming

Client engagement leads to increased value generation. So why are advisors struggling to maintain frequent, meaningful communication with clients?

November 7, 2024

Top 5 tips for cost reduction in banking customer service

Banking customers rely on strong customer service from their banks. But delivering this can be expensive. How can banks reduce costs?

October 31, 2024

Ebanking migration crisis: How to ease the burden on service channels

When the worst-case scenario happens during an ebanking migration, service channels become quickly overwhelmed. What can banks do?

October 16, 2024

Mid-year review: Assessing your customer service performance in 2024

How are your customer service initiatives progressing in 2024? Take some time to examine key focus areas.

October 3, 2024

Top 5 wealth advice tips in 2024 (so far)

What do clients want? Here are our top five nuggets of advice to win prospective clients and keep them.

October 1, 2024

Read this before investing in a Digital Customer Interaction Solution

Give your banking customers the experience they deserve with a Digital Customer Interaction Solution. Here’s what you need to know.

August 1, 2024

How to improve customer relationships in banking

Learn how banks can build better customer relationships, increase loyalty, and deliver more personalized experiences.

July 30, 2024

Authentic Intelligence: How Gen AI can improve service and advisory interactions

Discover how Generative AI can help financial services organizations improve their service and advisory interactions.

July 25, 2024

How to reduce customer churn in banking

Retaining customers in banking is becoming more difficult as the playing field is leveled. What can retail banks do?

July 23, 2024

Retail banking sales strategies to increase bank profitability

Customer behaviors have changed. What new approaches can banks take to increase conversion rates?