Our model is built on insights and learnings from partnering with the leading global financial services firms to drive authentic interactions between their field and clients. We’ll share:

• The best practices that are hallmarks of mature digital programs
• Lessons from the field – including strategic approaches to content, engagement frequency and more
• Evaluation criteria and benchmarks to serve as a framework for program analysis

In doing so, we hope to help you identify key opportunities to advance the maturity of your programs. Download the model to assess your progress towards delivering a human client experience at digital scale.