O’NEIL INSIGHTS

The latest Industry Insights, News and Success Stories from O’Neil
All Industry Insights News Success Stories

Omni-channel Key to Valued Customer Experiences in Financial Services

October 31, 2018

The rapid shifts in consumer behaviors and expectations presents real challenge for financial services providers to reexamine the customer experiences they deliver.

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The Value of Omni-channel Communication in Healthcare

August 7, 2018

In healthcare, Omni-channel communications can significantly enhance a company's brand by making it easier for people to “self-serve” and get the essential information they need, when they need it.

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Responsibilities of a Fiduciary

June 22, 2017

Plan reviews are an important part of any retirement plan fiduciary’s responsibilities. Not only are they expected by the individuals who have employed them, but the actions that must be carried out are highly regulated and require significant documentation.

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Retirement Income Illustrations on Statements

March 23, 2017

The Department of Labor’s Employee Benefits Security Administration announced a notice of proposed rulemaking that would require inclusion of lifetime income illustrations in participant statements within their defined contribution retirement plans.

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8 Advantages to a Document Management System

March 14, 2017

A document management system can offer a number of advantages to take your company’s internal and external communications and organization to the next level.

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