Enrich Client Relationships at Scale with Intelligent Sales Advisor Whitepaper 


Today’s consumers are increasingly mobile and more informed than ever before. They expect personalized, seamless services across channels, and if a bank doesn’t live up to their expectations, consumers switch financial instructions without repercussions. It follows, then, that most customers feel little loyalty to their bank. Nearly half of millennials, for example, say they would switch banks if given the possibility of a better option.