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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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KPI Management: Digital Transformation Strategy KPIs

Flevy

This strategic pivot is essential for enhancing competitiveness, improving customer experience, and fostering innovation. This article explores the key KPIs associated with Digital Transformation Strategy, highlighting their role in facilitating informed decision-making and effective strategy implementation.

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Top 5 Mobile CRM Benefits for Your Enterprise Business

Apptivo

Final Notes As it enters the realm of enterprise innovation, mobile CRM adopts the saying that “fortune favors the prepared mind.” Instant Updates: Salespeople can swiftly enter fresh lead details and updates directly into the Mobile CRM app at client meetings or trade events, ensuring real-time updates for the core CRM system.

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Celebrating Achievements: A Recap of Customers Honored at Planview Accelerate 2023

Planview

Understanding that the traditional “fixed scope, fixed budget” project execution model would no longer fuel the innovation needed to achieve growth and support speed to market. TIAA’s Agile Transformation Office (ATO) took the lead as an early adopter and innovation collaborator for our Planview Viz product.

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The Current State of Professional Services

ACT

This requires professional services companies to adopt modern systems likely consisting of new technologies and processes to ensure better service delivery to meet their clients’ needs. Growing competition As more professional services organisations enter the market, the industry will become saturated with service providers.

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Oct 31 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Manager Location: London Area, United Kingdom (On-site) Organization: Toqio As a Customer Success Manager, you will work closely with some of the world’s most exciting Fintech companies and innovators in the financial services industry.

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Revealed: How Conversation AI and ChatGPT Solve Remote Work Challenges for Finance Teams

SmartKarrot

The primary goal of conversational AI and ChatGPT is to facilitate successful, human-like communication between humans and machines to perform numerous tasks, generic questions, or come up with information. What are the reasons for preferring conversational AI and ChatGPT in financial services?