Improving Customer Experience in Mortgage Banking
Underlying the loan origination process are issues of trust and education. One common educational issue, for example, is clients focused only on the interest rate rather than the monthly payment amount. They need help in both trusting loan officers, understanding terminology and completing the paperwork. Below we'll cover the customer
Co-browsing for Insurance: How it Helps and Why it Matters
As we continue to imagine life in a post-Covid world, there are several industries that come to mind when considering what our ‘new normal’ will look like. One of these is insurance. More specifically, how insurance companies will prepare and adapt to the next distribution channel. It wouldn’t be
Interactive Guidance to Accelerate Employee Onboarding
If you could 3X the speed of effectively onboarding new employees they'd not only skip the initial grinding confusing steps of joining a company but also get on with growing the company. How could onboarding be sped up 3X? We'll look at obstacles to faster onboarding and then examine the
Imagine if you had Your Own Personal Experts for Everything
When you can interactively guide someone across the internet using new technology, what does that allow? Here we explore some scenarios for the underlying benefit of new tech that Upscope is building. Let's say you have enough money to hire experts to make your life awesome. You can ask them
5 Ways Creating a Podcast Can Help Start-ups
Once known by the term ‘audioblogging’, the world of podcasting has come a long way since its inception in the late 1980’s. With over 2 million active podcasts in 2021, and US podcast ad revenue to surpass $2 billion in 2023, the podcasting scene has been on a steady
How These 3 Companies Found Success in Account-Based Marketing
First coined by the Information Technology Services Marketing Association (ITSMA, what a mouthful) in 2004, Account Based Marketing (ABM) has become a critically important tool used by B2B companies worldwide. But what exactly is ‘Account-Based Marketing’? And why do some companies prefer it over conventional marketing methods? From what I
3 Start-ups That Created Hype
Studies suggest that the average person in the US will spend between 30-40 years of their life in front of a screen. I know what you’re thinking. That’s a lot of time spent ignoring your significant other (or your mother). Nevertheless, as the digital age continues to steamroll
Product Story Telling for Upscope Co-browsing. Who is the Bad Guy?
In stories there's normally a clear bad guy. Who is the bad guy in your product story? Below we'll use a couple of story structures to build stories for Upscope. Our core customers include live chat support agents, customer success onboarding specialists, loan officers and sales reps whose jobs overlap