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Understanding Customer Expectations in Financial Services: Key Strategies for Satisfaction

CSM Magazine

Understanding customer expectations is paramount in the landscape of financial services, where consumer trust and satisfaction are key to retaining clientele and maintaining a competitive edge. In this sector, customer experience ties directly to the perception of the institution’s reliability and expertise.

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7 Customer Service Tips for Financial Service Companies

Kustomer

Although cash may be the reason you’re in business, customers are the more important commodity when it comes to keeping that business afloat. When it comes to protecting, investing and being responsible for customers’ money, they need to trust in the financial services company. Is your company meeting customer expectations?

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Defining the Value of Customer Experience: A Guide for Creating CX ROI in A Constantly Changing World

Experience Investigators by 360Connext

CEM involves strategic planning and execution that help an organization track, oversee, and organize interaction between a customer and the organization throughout the customer lifecycle. (Is Is this the same as Customer Relationship Management, or CRM? For now, let’s help you make your case.

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Access Innovations Achieves 70 Per Cent Reduction in Paper with BigChange

CSM Magazine

BigChange field service management software is helping commercial and industrial door specialist Access Innovations reduce paper consumption by more than 70 per cent. The back-office resource required to record, schedule and report on jobs has been reduced, which in turn results in better service for our customers.

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EnviroVent Boosts Productvity with BigChange Field Service Tech

CSM Magazine

The planning team loves it, the engineers and installers have embraced it, I wonder how we lived without it, and our customers are amazed at the information and updates we share with them.” EnviroVent operates a modern purpose-built carbon neutral headquarters and is dedicated to innovation, sustainability and taking care of its people.

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Green Spark Environmental Cleans Up Job Management with BigChange

CSM Magazine

Using the BigChange job management system, which incorporates a tools mobile workforce app , customer relationship management (CRM), job scheduling , live tracking , financial management , and business intelligence in one system, Green Spark has embraced technology to support sustainable business growth.

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D2 Launches Facilities Management Division with BigChange

CSM Magazine

.” D2 Facilities implemented the BigChange system to replace previous electronic workforce management packages which were failing to keep up with changing requirements and were becoming increasingly expensive. BigChange employs over 220 people and is recognised as an outstanding employer with a 2 Star Accreditation from Best Companies.