Risk & The Way Things Are Done
What about risk?
Risk is a topic that every company committed to customer experience must consider.
The sky's the limit for Print Service Providers
When meeting with Service Providers around the world, I often ask the following question:
How do you define your business?
There are typically two common answers:
Changes Coming for Move Update Measurement – What You Need to Know
USPS® proposed a new method for measuring Move Update compliance, and it will be a big change from the current process.
Who needs to care about the new Fiduciary Rule?
The US Department of Labor recently issued the final draft of a new “Fiduciary Rule”, scheduled to go into effect in April, 2017.
All ‘bout The Money
The Essence of Customer Due Diligence in one annoying song
We all love money. I know it’s a bit of a platitude, but in the case of Customer Due Diligence there just is no denying it.
The CCM Maturity Model: where do you fit?
What is a maturity model?
Maturity models aren’t new. Chances are, you or your organization has utilized a maturity model in the past.
Customer screening with high precision matching
As all financial organistions must demonstrate compliance with an ever growing number of rules and legislations, many vendors of customer screening systems will state that their products incor
A CX round table to remember
Last week, I was in Singapore to attend a round table with Rob Findlay of Next Money and
Omnichannel Needs to Equal Entire Customer Experience
It’s Sunday morning, the French press is brewing, and I’m curled up on my couch with my iPad squinting.
