Before You Invest in AI, Ask These 5 Customer Experience Questions
Taking advantage of artificial intelligence has quickly become a strategic goal for financial institutions. Vendors are making aggressive promises, competitors are announcing initiatives, and leadership teams are feeling pressure to define their AI strategy. But adopting AI because the market expects it might not be the best investment of time and money. Like any major […]
A Q&A with Spero Financial: Building a More Data-Driven Decision-Making Culture
What happens when research becomes more than a one-time project? For Spero Financial, what began as a need to better understand a changing membership evolved into a multi-year strategic discipline that helped shape major business decisions. In this Q&A, Bethani Williams, Vice President of Marketing at Spero Financial, shares how member and market research informed […]