Beneficiary Experience: The Big Retention Opportunity Missed By Financial Services Firms
Blog: Forrester BPM Center of Excellence
$500 billion: That’s the amount of money that moves around from both non-real estate inheritances and life insurance settlements every year in the US. And with so many assets in transition and the broad interest in customer experience in financial services, it’s tempting to think that banks, insurers, and wealth managers recognize a great opportunity […]
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