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Why great CX is the doorway to success with open banking for financial services firms

Zendesk

Open banking allows non-banking organizations to offer financial services to customers via application programming interfaces (APIs). From personal money management apps and price comparison services to accounting apps for businesses, millions of companies and consumers use open banking to stay on top of their everyday finances.

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Best CRM For Financial Services – Finance CRM

Apptivo

One of the prime sectors or departments in most organizations is financial services. Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM.

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KPI Library Resource: KPIs and Digital Transformation

Flevy

Today, Digital Transformation encompasses a wide array of emerging technologies—from Cloud Computing and Artificial Intelligence to Blockchain and the Internet of Things (IoT)—all aimed at enhancing the agility, efficiency, and customer-centricity of the organization. For more on general KPI selection, refer to this article on the topic.

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How to prioritize your CX budget

Zendesk

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.

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5 Digital Customer Experience Examples in Banking Sector that Every Customer Success Manager Should See

SmartKarrot

Customer-centric strategies, which were once only used by prominent B2B consumer players like Amazon and Google, are now drawing major changes in B2B digital customer experience landscape, especially in the banking sector. This is where it becomes imperative for the banks to innovate and meet the needs of the customers.

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5 Ways FinTech Will Disrupt Your Company

Planview

Though the hype may have initially outpaced reality, the fledgling movement has rapidly evolved in recent years to become a force in the financial services space. Now, it promises to bring further disruption and fundamentally alter the way businesses grow, manage their finances and most importantly, meet the needs of their customers.

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Digital Transformation in Banking Case Study Roundup

Planview

The COVID-19 pandemic has proven that continuous product innovation and improvements to the customer experience — two hallmark benefits of digital transformation — need to drive key business decisions for banks. Commonwealth Bank deploys innovation and problem solving.