Whitepapers


Whitepaper - Rightsizing Distribution Investments Whitepaper - Rightsizing Distribution Investments 
A Customer Centric Distribution Diagnostic A Customer Centric Distribution Diagnostic 
AGM and Development Conference April 4th, 2008 AGM and Development Conference April 4th, 2008 
Banks need a new approach to IT spending Banks need a new approach to IT spending 
Channel Preference Research Channel Preference Research 
Communications Audit Communications Audit 
Communitization of Branches Communitization of Branches 
Customer and Member Devotion Portfolio Customer and Member Devotion Portfolio 
Customer Care - Setting New Quality of Service Hurdles Customer Care - Setting New Quality of Service Hurdles 
Customer Care Welcome Process - Onboarding Customer Care Welcome Process - Onboarding 
Customer Lifecycle Management Customer Lifecycle Management 
Customer Preferences Uncovered Customer Preferences Uncovered 
In-store Development Process In-store Development Process 
Strategic Talent Assessment Strategic Talent Assessment 
The Network Planning Toolkit - Financial Dynamics The Network Planning Toolkit - Financial Dynamics 
Wealth Management - In the beginning and in the end Wealth Management - In the beginning and in the end 

 

Blog:

The Eagles Nest 

  1. Customer Engagement Pat Palmer 30-Nov-2017
  2. Integrated Distribution Pat Palmer 15-Nov-2017
  3. CX Your Edge Pat Palmer 08-Nov-2017
  4. NAFTA Impacts Pat Palmer 31-Oct-2017
  5. Outsourcing Noise Pat Palmer 24-Oct-2017

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