Remove Customer Experience Remove Financial Services Remove Innovation Remove Management
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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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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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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). And since its inception in 2018, it’s been changing the way people manage their money. As a result, customer experience (CX) has long been the financial services industry’s top priority.

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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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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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XANT ANNOUNCES PARTNERSHIP WITH EXL

Xant

Silicon Slopes, Utah, June 15, 2021—XANT, the leading enterprise Sales Engagement Platform has announced an ongoing strategic partnership agreement with EXL, a leading operations management and analytics company. XANT is a proven innovator when it comes to AI-driven sales platforms. For more information, visit www.exlservice.com.

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Becoming the expert for your customer

Jermaine Edwards

When I started out in sales I was told to do customer research. Some account managers and key account managers can get paralysed by over research. I want to speak to those working diligently getting to know your customers. 2 – Technology and Innovation. Where is your customer currently investing?