Customer expectations may be a moving target, ... Nikki Baird is a top global retail innovation and technology advisor. Follow Author. Jun 21, 2018, 02:00pm EDT Jun 21, 2018, 03:32pm EDT. Share.

Retail financial advisors flunk audit on quality of advice. ... (30 percent), the advisors refused to offer any advice until the "customer" actually transferred money to the advisor.

Zeotap, the enterprise customer data solutions provider, is proud to announce a significant addition to its panel of strategic advisors and shareholders.Jean Louis Delamarre, an acclaimed leader in ...

TROY, Mich.: 28 March 2024 — U.S. retail bank customers are losing faith in their bank, and customer attrition is a concern. According to the J.D. Power 2024 U.S. Retail Banking Satisfaction Study,SM ...

TROY, Mich.: 27 March 2025 — In an uncertain economic environment in which overall consumer financial health,[1] total deposits, annual household income and total investments are declining, retail ...