The Allure of the “Mega-Form”

What is a “Mega-Form?” Many of our customers, when faced with challenge of moving to the digital world, come up with an approach to solving it which we call the “Mega-Form.” From an architectural standpoint, the mega-form seems like a great idea. The basic concept is: Instead of creating multiple digital forms which mirror the existing paper forms, let’s just create one big digital experience…

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Customer Journeys and the Future of Banking

by Tim Walters, Co-Founder and Principal Analyst, Digital Clarity Group “It is fair to say that getting digital banking right is a do-or-die challenge.” This blunt conclusion from McKinsey’s June 2014 report is borne out by the numbers. In fact, the banking industry’s reputation is particularly dire among millennials – precisely the customer group that expect the most from digital engagement, and on which the...

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The Future of Banking

Over seven years after smart phones and social networks began to revolutionize the relationship between buyers and sellers, companies of all sizes and types now realize that they need to fundamentally rethink how they attract, serve, and retain customers. However, this awareness hasn't necessarily led to meaningful change. Tim Walters of the Digital Clarity Group has written an insightful brief on how banks can keep up...

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6 Tips for Increased FSI Sales on Mobile

OVERVIEW Avoka has worked with banks, wealth management, and insurance companies improving the multi-channel customer experience for sales and service transactions. We’ve seen one client increase conversion rates for Loan Applications by 43% in just 5 weeks. Here are our Top 6 Tips for increasing FSI sales conversions. TEST & LEARN Do not try to design the perfect customer experience. Get something in market as…

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Understanding Millennials — Yes, It Can Be Done

Entitled, lazy, unappreciative,… the list of adjectives to describe millennials (or those born 1981 to 2000) by Boomers and Gen X goes on and on. And it’s not the most positive list of adjectives. But, the thing is, they are the largest generational group in US history at 84 million (40% larger than Gen X) and representing 39% of the US workforce today. Well, as…

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