| Similar Articles |
|---|
 |
Insurance & Technology
May 21, 2009
Nathan Conz |
CUNA Mutual Improves Sales with Voice Signature Technology CUNA Mutual develops voice signature technology and dramatically improves sales conversion rates in its call center.   |
Insurance & Technology
June 20, 2007
Lisa Valentine |
CUNA Mutual Group CIO Tom Gosnell Talks With I&T About The Company's Customer Operations Transformation CUNA Mutual Group CIO Tom Gosnell and his team are in the midst of a three-year customer operations transformation that includes merging more than 50 call centers into three and consolidating 37 product administration systems into a few applications. |
Insurance & Technology
July 12, 2006
Anthony O'Donnell |
Gosnell Takes CUNA Baton Tom Gosnell has been passed the technology leadership baton at CUNA Mutual Group, leaving former CIO Rick Roy to concentrate on his new role as SVP of customer operations. |
Insurance & Technology
September 27, 2009
Anthony O'Donnell |
Carrier Confidential: Technology Transformation Puts CUNA Mutual in a Stronger Position CUNA Mutual's IT organization revamped its technology infrastructure, building an agile foundation to help the carrier grow and respond to turbulent market conditions. |
Insurance & Technology
October 5, 2006
Maria Woehr |
Customer Insight SVP of customer operations Rick Roy is refocusing CUNA Mutual Group's technology to improve service, beginning with a systems consolidation effort designed to create a single view of the customer. |
CRM
April 30, 2013 |
HP Pairs with Avaya for Cloud Contact Center Solutions New Customer Engagement as a Service brings social media marketing, mobile integration, and customer analytics to a single platform. |
CRM
June 2015
Garrison Wynn |
The Call Center: Talk About Issues! Three observations on keeping -- and cultivating -- agent talent |
CIO
July 15, 2005
Alice Dragoon |
CRM Wake-Up Call How to transform your call center from a budget drain into a source of competitive advantage. |
Insurance & Technology
October 8, 2007 |
Rick Roy Draws Lessons from CUNA Mutual's Transformation Initiative The insurance company's former CIO and current SVP reflects on the lessons learned from the carrier's initiative to transform customer operations. |
Insurance & Technology
October 10, 2007
Peggy Bresnick Kendler |
Rick Roy Improves Service Experience for CUNA Mutual Group CUNA Mutual Group's SVP of customer operations leads the drive to improve service for the company's customers, credit unions and their members. |
Insurance & Technology
December 21, 2004
Anthony O'Donnell |
CUNA's Roy 'Maps' IT Success At a time when many CIOs are outsourcing to maximize IT efficiency, Rick Roy, CIO, CUNA Mutual Group, is looking to mine his own employees' potential. |
CRM
January 2004
Jason Compton |
The Changing Role of the Contact Center Agent With the proliferation of online self-help and new call center technologies, agents are being asked to resolve more challenging issues or to transform themselves into salespeople. But are current agents, who primarily respond to basic service requests, right for these new roles? |
The Motley Fool
April 8, 2004
Selena Maranjian |
Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks? |
CRM
July 2013
Leonard Klie |
A Matter of Time Within five days of introducing RightTime management solution from Intradiem, Vivint delivered 2,400 training and coaching sessions, all during idle time. |
CRM
May 2013
Donna Fluss |
Transform Your Contact Center Into an Essential Corporate Contributor Operations at risk must take a proactive approach. |
Insurance & Technology
September 14, 2004
Anthony O'Donnell |
The Power of One Creating a single, unified technology infrastructure built with an eye to future channels can make taking advantage of insurance market opportunities easier and much less costly. |
CIO
June 1, 2006
Susannah Patton |
Answering the Call Everyone's had a bad experience with a call center. But now companies are investing in advanced technologies and at-home agents to connect with customers, not put them on hold. |
CIO
May 15, 2001
Esther Shein |
Hello, Dolly! A virtual, Web-based call center helps this custom doll maker find made-to-order agents... |
CRM
November 2011
Leonard Klie |
10 Ways to Rearchitect Your Contact Center Hiring, training, and technology are considered keys to raising the customer service standard. |
CRM
September 2007
Ian Jacobs |
Across the Universe Contact center managers have begun to examine this idea of the universal agent, agents theoretically capable of handling any contact, via any channel. |
CIO
November 1, 2001
Louise Fickel |
Know-It-Alls To streamline customer service, Marconi employed a system to facilitate knowledge sharing among its tech support personnel. In the process, the roles of tech agents changed dramatically... |
U.S. Banker
August 2006
Lee Conrad |
Banks Refocus Staff and Mutual Funds Sales Surge Banks are making a fundamental change in the way they sell mutual funds by streamlining the process and unleashing a bigger, less expensive, sales force. |
PHONE+
September 16, 2009
Lynn McCullough |
Agents Identify 7 Best Practices for Channel Managers Agents share their points of view on what can be done on a daily basis to ensure the best possible customer experience. |
CRM
February 2015
Leonard Klie |
The Hidden Sources of Poor Customer Service Interactions should be designed with the customer in mind. |
CRM
October 2012
Donna Fluss |
IVRs Get a Bad Rap There's no excuse for not investing in these systems. |
Wall Street & Technology
July 1, 2005
Maria Santos |
Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing. |
Insurance & Technology
May 19, 2009
Kaytes & Josefowicz |
Technology and the Science of Customer Retention Data accessibility, analytics, rules-driven workflow, and process visibility can supply the capabilities insurers need to retain profitable customers. |
The Motley Fool
January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
The Motley Fool
October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
The Motley Fool
July 30, 2009
Dan Caplinger |
What's the Best Way for You to Invest? You've got a lot of choices in the financial services arena. |
Insurance & Technology
June 14, 2005
Lisa Valentine |
Hitting the IT Target Robert Eshelbrenner discusses the technology strategy for Hastings Mutual. |
The Motley Fool
July 16, 2007
Selena Maranjian |
Whatever You Do, Avoid Mutual Funds Funds can bring you a world of hurt, so be careful. |
Insurance & Technology
September 5, 2006
Anthony O'Donnell |
Customer-Centric Cash Flow Insurers have continued to lag behind other industries in one of the most important contact points with customers: the exchange of funds. |
Insurance & Technology
March 18, 2005
Peggy Bresnick Kendler |
Optimizing Multi-Channel Sales force automation and enterprise incentive compensation systems not only help make insurers' sales efforts more productive, they also improve customer service, customer retention and compliance. |
The Motley Fool
September 1, 2006
Selena Maranjian |
Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones. |
The Motley Fool
October 16, 2006
Dan Caplinger |
Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage. |
CIO
July 1, 2004
Elana Varon |
Mutual Benefits To regain investor confidence and improve the bottom line, the mutual fund industry needs to integrate transactions up and down the supply chain. |
The Motley Fool
August 27, 2010
Mac Greer |
Can Mutual Funds Prevent the Next Financial Meltdown? Economics professor Lawrence Kotlikoff thinks limited purpose banking is the key to real change. |
CRM
May 2015
Donna Fluss |
Contact Center Hall of Shame The 11 worst customer service practices. |
CRM
June 27, 2014
Damon Lockwood |
How Big Data Can Transform the Customer Journey Add essential insight to contact center and back-office operations. |
CRM
July 1, 2006
Colin Beasty |
Secret of My Success: Pay Dirt A credit union looks to incentive management to help cut back on all the paper. |
HBS Working Knowledge
December 1, 2003 |
Is This the Twilight Era for the Managed Mutual Fund? What is the answer to allegedly poor mutual fund governance practices? Can mutual fund directors, often responsible for dozens of funds in a fund family, be expected to exercise adequate oversight? Or must practices be corrected through added regulation? Or is the problem deeper than this? |
Registered Rep.
October 1, 2006
John Churchill |
Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. |
Registered Rep.
November 3, 2003
Will Leitch |
Fund Scandal Implicates Stockbrokers The mutual fund trading scandals headlines seemed to implicate mutual fund family executives and hedge funds -- everybody but individual retail brokers and brokerage management. But a new survey by the SEC charges brokers with abusive trading of mutual funds. |
