“Insight was one of the first firms to say, we can use an outbound sourcing, meaning going to the founders rather than waiting for a referral or inbound deal to come in.”
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Said on How I Invest with David Weisburd
Simply Health · The AI in Business Podcast · Inside the Shift Toward Smarter Automated CX - with Paul Cuglietta of Simplyhealth
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Prioritized connecting the most popular customer channels first via API links, rather than waiting for full omni-channel integration
“Insight was one of the first firms to say, we can use an outbound sourcing, meaning going to the founders rather than waiting for a referral or inbound deal to come in.”
“We ship from our stores as well. We try to be as omni-channel as we can in all of our messaging promotions.”
“Rather than trying to find the needle in the haystack, just buy the whole haystack - buy and hold via Vanguard”
“The dc research tool also has a full integrated portfolio manager… it rejects any connectivity that has any ability to move anything… only read only”
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