Meeting SEC Requirements – Technology to Support Your Efforts Original Post: Business2Community.com The SEC’s Reg BI (Regulation Best Interest) comes into force in June 2020. Are you ready to communicate plainly with retail investors? The Reg BI rule refers to “plain English” no less than 6 times. For example, you’ll find this on page 32; …
Read moreMeeting SEC Requirements – Technology to Support Your Efforts
How Plain Language Reduces Call Centre Volume By 19% Original Post: customerservicemanager.com What’s driving your call centre demand? Most callers look to clarify something. Maybe they just received a notice around revised terms for an insurance policy. Questions typically relate to these three things: payments, charges or queries around a specific product or service. For …
Read moreHow Plain Language Reduces Call Centre Volume By 19%
What the X? The subtle differences and commonalities of CX, UX, EX and ROX Original Post: business2community.com The acronyms have landed. And they’re all from the X-files. There’s customer experience (CX) – that’s been the hot topic over the past 12 months. There’s User Experience (UX) – we’ve been talking about that in tech for …
3 Reasons Why Automation Benefits Your Proposals An article by Fergal McGovern in APMP NCA Ezine How would you describe your current proposal process? Do you use a color-team vernacular; pink, red, gold, etc.? Do you have a capture planning stage? Now when you think about your process, how much of the work is automated? …
The Challenge of Complying in Plain English As Reg BI’s implementation date approaches, firms are grappling with the Form CRS challenge of explaining themselves both briefly and clearly. Original Post: Wealth Management.com Advisory firms are preparing for Regulation Best Interest’s implementation on June 30, including the mandate to craft a Form Client Relationship Summary (CRS). …
Q&A: Healthcare is using machine learning to improve clarity By Tim Sandle, Digital Journal To make health information more accessible, healthcare organizations are turning to algorithms tailored specifically for medical terminology, removing jargon from text, and making the wording far easier for the general population to understand. In November 2019 the U.S. government released proposed rules …
Read moreQ&A: Healthcare is using machine learning to improve clarity
As Open Enrollment Has Kicked Off, VisibleThread Report Shows Health Insurers Need to Communicate Better with Seniors As Open Enrollment for 2020 healthcare coverage kicks off, nearly 15 percent of seniors in the U.S. are eligible to take advantage of this government program. Yet, a report from VisibleThread reveals that health insurers are doing a poor job …
VT Readability 2.3 is now available to download for our on-premise customers. To download the latest upgrade, contact our support team at support@visiblethread.com This release includes updates to core Readability features as well as support for teams in Readability and Insights Reports. These features were rolled out to our cloud customers last Month. For more …
St. James’s Place’s terms on charges ‘obscure’, study says ORIGINAL POST: https://www.telegraph.co.uk/investing/news/st-jamess-places-terms-charges-obscure-study-says/ Harry Brennan, 4 OCTOBER 2019 • 6:02AM St. James’s Place fails to make its terms and conditions completely clear to customers, according to a study by language experts VisibleThread. It analysed 100 web pages at Britain’s biggest wealth manager, including investment documents, finding …
Read moreSt. James’s Place’s terms on charges ‘obscure’, study says
Asset manager, chi ha il sito web più efficace? di Davide Mosca – Funds People Italia 25 Settembre 2019 FONTE: https://it.fundspeople.com/news/asset-manager-chi-ha-il-sito-web-piu-efficace Le parole sono importanti. Una banalità se l’argomento trattato rientra nell’ambito della comunicazione, ma un principio che dovrebbe essere tenuto bene a mente dalle case di gestione per non diminuire, o azzerare, …
