SUMO Blog
BANKING & FINANCIAL SERVICES
CASE STUDY: Multinational Insurance and Finance Corporation
AIG Implements SUMO Scheduler to Improve Customer ExperienceCHALLENGE Today's global organizations face an unprecedented need to accelerate the adoption of digital technology to provide customers with instant access to resources and information. Companies that are...
CASE STUDY: A Canadian-based Real Estate Firm
A Real Estate Firm Improves Client Relationships with SUMO Scheduler CHALLENGE Navigating through Unpredictable Times A few years ago, only a select group of people in the real estate industry had access to online scheduling. Today it's become so much more accessible...
CASE STUDY: Financial Services Firm
Top Financial Planning Firm Eliminates No-Shows with SUMO CHALLENGE The Need to Stay Ahead of The Curve The financial industry has faced many changes in recent years and perhaps the biggest shift has affected its demographics. As current investors are aging, they are...
How Omni-Channel Software Platforms Drive Success In the Financial Services Industry
Today’s consumer behavior has undoubtedly changed in the way people interact, work, and shop. As global financial institutions continue to adapt to new economic trends, they are using an omni-channel approach to ensure a customer-centric focus on business. How will...
Branch Appointment Scheduling is Vital Now More than Ever
Customer engagement and appointment scheduling apps now help to keep customer service running smoothly as branches adjust to meet changing consumer demands. The apps show their ability to offer more personalization, while adapting to consumers safety needs. No one...
13 Reasons Your Organization Should Focus on Customer Experience
Research shows that customers will pay more, buy more and be loyal to a company that delivers an excellent customer experience. Customer experience should not be confused with customer delight. When a company delights a customer, they are usually going above and...
10 Statistics on Why an Omnichannel Strategy Works
Customers are shopping online, in-store or both at the same time. Their expectations of brands have become more demanding in terms of the shopping experience they encounter. There is a wealth of touchpoints for a customer to connect with a brand and the customer...
The Retail Customer Paradigm is Shifting
Omnichannel services continue to change the offers that retailers provide and the ways that consumers buy. The demands on retailers are changing in lockstep. Even as eCommerce sales grow, retailers must adjust to shrinking margins and customers' cherry-picking the...
Fortune 500 Insurance Provider Uses SUMO Scheduler to Streamline Employee Enrollment Process for its Corporate Clients
Insurers Report That SUMO Adds Up to 50 Percent More Appointments to Agents' Calendars ATLANTA, Jan. 29, 2019 /PRNewswire/ -- As insurance providers continue to face pressure to adopt efficient, secure and cost-effective technologies to maintain their...
How Retail Technologies Champion Customer Experience
Retail is Not Dead It may seem like the entire retail industry is still struggling but according to the Mastercard SpendingPulse™ report, holiday retail sales grew at their fastest pace in six years, topping $850 billion. Total holiday retail sales from Nov. 1-Dec. 24...