Scott Biel Author

Scott Biel

Blog Posts

Here are all my blog posts. Enjoy the read!

3 WAYS TO ENHANCE THE COMMUNICATION JOURNEY FOR INSURANCE CUSTOMERS

By Scott Biel | September 17, 2021
Read about three ways your organization can enhance the communication journey for insurance customers

HOW A CCM PLATFORM CAN REDUCE COMMUNICATION COSTS IN WEALTH MANAGEMENT

By Scott Biel | September 9, 2021
A CCM platform can reduce communication costs in wealth management. Read how wealth managers can reduce communication costs, while preserving client engagement

HOW TO INCREASE PAPERLESS ADOPTION IN WEALTH MANAGEMENT

By Scott Biel | August 26, 2021
Read about the state of paperless adoption in wealth management & what tactics successful firms use to drive adoption

HOW WEALTH MANAGEMENT COMPANIES CAN IMPROVE INVESTOR EXPERIENCE

By Scott Biel | August 13, 2021
Read how a Customer Communication Management (CCM) platform will help wealth management companies improve investor experience

WHY CLIENT COMMUNICATIONS MANAGEMENT IN WEALTH IS KEY TO BUILDING ENGAGEMENT

By Scott Biel | June 28, 2021
Read about the value of client communications management in wealth and how an omnichannel, CCM platform can meet the expectations of wealth management clients

HUMAN VS MACHINE: CUSTOMER ENGAGEMENT PREFERENCES IN INSURANCE

By Scott Biel | June 28, 2021
Allowing insurance customers to select the preferred channel on which to engage is vital. Read more about how to enable customer engagement preferences in insurance

INSURERS AND THE ‘CHICKEN AND EGG’ DILEMMA OF INSURANCE CUSTOMER DATA VS PERSONALIZATION

By Scott Biel | June 28, 2021
Read about insurers and the ‘chicken and egg’ dilemma of insurance customer data vs personalization and how customer communications can help build trust

NOW IS THE TIME TO DIGITALLY TRANSFORM CLIENT COMMUNICATIONS IN WEALTH

By Scott Biel | May 25, 2021
Digitally transform client communications in wealth & discover the unique benefits digital communication offers to wealth managers, advisors & investors

THE VALUE OF CUSTOMER COMMUNICATION MANAGEMENT IN WEALTH MANAGEMENT

By Scott Biel | May 24, 2021
Exploring the value of CCM in wealth management. Read how effective customer communication management can help wealth managers strengthen client relationships.

WHY CLIENT COMMUNICATION IN WEALTH MANAGEMENT IS A TOP PRIORITY

By Scott Biel | May 19, 2021
Client communication in wealth management must evolve in line with current client expectations to ensure a great client experience, loyalty & retention. Read more
Scott Biel, VP Sales, Financial Services North America at Doxim

Scott Biel

CCM in Wealth & Insurance

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