DATA GOVERNANCE

Institutions that rise to the front of the pack will have clear ownership structures for new technologies and digital processes.  

Customer experience in 2023 will be an interesting blend of innovation, tradition, and a new synthesis of pandemic and post-pandemic contexts.  

Insuretech startups have found success helping insurers with business classification, portfolio optimization, and straight-through processing.  

Client reporting is the most consistent point of contact every wealth management client has with its institution.  

Given consumer expectations today, establishing a CX strategy requires multiple capabilities, coordination with diverse stakeholders, and a proliferation of talent and tools.  

The approach to managing customer identity is evolving to create more enterprisewide standards, policies, processes, and technologies.  

Building use cases and driving internal organizational approval are critical to successful data sharing initiatives.  

The last few years have seen a resurgence in the attention and budgets that FIs are allocating to customer experience.  

2022 is a year of important regulatory acts hitting health plans and consumer-driven health (CDH) administrators in a strategic way.