Customer Experience Digitalization Financial Services Prioritization 
Zendesk
FEBRUARY 3, 2023
Banks that consistently optimize the customer experience grow 3.2x And with over 50 percent of consumers reporting that they will switch to a competitor after a single unsatisfactory interaction, customer experience has never been more important for any industry. What is customer experience in banking?
Planview
NOVEMBER 29, 2023
Visibility is not merely an operational insight; it’s the crucial factor in identifying the work that truly drives value and directly shapes customer experiences. A case in point is the journey of a global financial services company that recently adopted Planview’s Value Stream Management (VSM) solution.
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Zendesk
MARCH 24, 2023
Financial services are at a pivotal point in the industry. Many employees are still remote, and customers expect to connect with your company on their mobile devices. That means sales, claims, services, and transactions need to happen securely across digital channels. Read on for our top tips.
Planview
JANUARY 17, 2024
However, despite the significant advancements brought about by Agile, there’s no denying that certain challenges continue to be at the forefront of ensuring optimal efficiency within tech teams, particularly in the financial services industry. Implement a strict change control process to manage regulatory changes effectively.
Zendesk
MAY 3, 2021
The impact of the last year on customer experience will be long-lasting. Customers have adapted their expectations, teams have learned how to operate remotely, and businesses are ramping up tech adoption as they look for new ways to engage customers while staying connected to each other. Financial Services & FinTech.
Zendesk
MARCH 15, 2022
Companies that are spread thin, understaffed, or under-resourced are at risk of not remaining competitive or providing customer experiences that are lackluster. And an equal number would now defect to a competitor after just one bad customer experience. Financial services & fintech. Improving your CX.
ReviewTrackers
MARCH 24, 2021
Bank Customer Retention: Why It Matters. You’ve probably heard this more than a dozen times: retaining a customer is so much cheaper than acquiring a new one. This holds true for banks and financial services providers, too. 80 percent of consumers would switch financial institutions for a better experience.
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