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Interview With David Luck, Co-founder and CEO of Capital on Tap: Customer Service in the Finance Industry

CSM Magazine

In the finance industry, customer service is fundamental to lasting, positive relationships. How has customer service evolved in the finance industry over the past few years, and what role has Capital on Tap played in shaping this evolution? “At Consequently, we’ve achieved an industry-leading Net Promoter Score.

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Financial Services Reputation Management: Secure Lifelong Customers

InMoment XI

Since finances are such a personal part of our lives, consumers in the industry are the most withholding of their trust. So it is up to the organization to earn that trust and prove to the consumer that they are deserving of their business and can be trusted with their finances. days — a 54% difference.

Financial 260
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The ultimate report on Millennial customers: Gen Y attitudes and their impact on tech, finance, media and other major industries

Alida

Providing a 360-degree examination of the Millennial lifestyle, the report has important implications for business professionals in all industries, including finance, technology, media, retail, health care and travel. They’re embracing digital finance. Get your copy of the report. The Millennial mood looks good.

Travel 185
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5 Tips to Master Financial Services Online Reputation Management

BirdEye

In the digital finance age, your online reputation is as valuable as your investment portfolio. When working on reputation management for a finance service firm, a business should focus more on building proof of previously satisfied customers. Whether a finance firm or a mortgage company, online reputation management is undebatable.

Financial 105
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Does Who’s Driving the CX Bus Make A Difference?

InMoment XI

Most businesses are organized into silos: marketing, sales, operations, customer care, HR, IT, finance, etc. This job isn’t easy and not for the faint-of-heart; frankly, CX leaders often end up working against what is natural for an organization. These silos all have their own priorities, goals, and KPIs. Again; not for the faint-of-heart.

Sports 295
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State of online reviews 2024: Embracing automation for growth

BirdEye

Overall industry trends The landscape of online reviews witnessed notable growth and engagement in 2023, reflecting its increasing influence on consumer behavior. The retail industry saw the most significant growth in review requests, with SMS and email requests up by 58% and 162%, respectively.

2024 111
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Customer Service and Customer Value in Finance and Accountancy

CSM Magazine

” — Marlene Blaszczyk.Todays’ world of finance and accountancy is changing more quickly than ever before. The Evolving Landscape of Customer Service The finance and accountancy industry is undergoing major changes. Finance was once a one-size-fits-all field, but that is changing.