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How to use AI to cut customer service costs in financial services

Zendesk

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. Set up automated self-service for low-value customer interactions Customers want fast answers, and they want to get information on their own.

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How a Financial Services Provider Used VSM to Increase Delivery Efficiency

Planview

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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The ultimate guide to CX in fintech

Zendesk

But with more people doing their business and their banking online than ever before, it is challenging for fintechs to differentiate their offerings from traditional financial service providers who have online offerings as well. Needless to say, customer expectations are sky-high, but not all companies are keeping pace.

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KPI Management: Digital Transformation Strategy KPIs

Flevy

This strategic pivot is essential for enhancing competitiveness, improving customer experience, and fostering innovation. This transformation is crucial for staying relevant in an increasingly digital world where customer expectations are constantly evolving, and competition is intensifying.

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CTO James Gardner: “Innovation is an Optional Activity”

Planview

Spigit’s Chief Technology Officer, James Gardner, is no stranger to innovation. How to Succeed at Crowdsourcing Innovation. In a recent article for Techonomy, Gardner sums up his extensive experience and research, providing practical advice on how leaders can best set themselves up for crowdsourcing innovation success.

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Like KBC, many companies are starting to take a proactive approach to innovation.

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The Global Race to Innovate is on: Spigit’s Annual Growth up by 32%

Planview

Today, the Spigit team is happy to announce record business growth with a 32% increase in new customers in 2015 as well as significant expansion across major industry segments including: financial services, healthcare, manufacturing, and energy. Like KBC, many companies are starting to take a proactive approach to innovation.