A personalisation strategy: five steps to improve your client interactions

By Leen van Wambeke on 14 February 2019

In our latest post, we have talked about the personalisation shift that companies face today. New technologies and changing customer expectations force organisations to critically review their processes and use innovative technology to create value for their clients.

This is no different in banking and insurance. Financial services providers have to take on a more supportive role as an advisor for their clients, preferably approaching them as individualised as possible. After all, customers simply see through hollow, automated messages. They expect to receive only relevant information that makes a difference for them on a personal level.

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Deliver to your clients a relevant and personalised service: an overview of the competences needed

By Leen van Wambeke on 31 January 2019

In our latest AE Financial Services newsletter we elaborated on why we, at AE Financial Services, are convinced that offering your clients a relevant and personalized experience is a key differentiator in the world of financial services. Do you agree? And so does the rest of your organization? 

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Hackathon 2018: Team Farvel

By Toon Herremans on 07 September 2018

June 2018 marked the fifth edition of the AE Hackathon, which challenges customers and prospects to come up with an innovative idea and a minimum viable product within 36 hours. This series puts each participating team in the spotlight.

 

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A perfect house with a perfect home loan

By Leen van Wambeke on 18 May 2018

Our client is a financial services provider belonging to a leading international bank insurer, operating in the Belgian market. Recently, the bank made a conscious decision to focus on a new, unique customer experience. We were requested to guide this change towards customer centricity. In concrete terms, a pioneering project was started up in one of the most active market segments of that service provider: that of home loans.

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Why featuritis kills good experiences!

By Joris Hias on 15 December 2017

Imagine, you are working with an enthusiastic team to make your product skyrocket. Each iteration you are adding a few features and information to complete your product. But suddenly, you notice a drop in conversion rates. Your customers are raising a bunch of support questions, are not converting anymore and give you poor usability grades. You are left confused. Although you gave your customers more tools and information to fulfill their tasks, their performance declines. Indeed, you are diagnosed with featuritis.

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