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Introducing The Financial Services CRM Landscape, Q2 2023

Forrester's Customer Insights

Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech. At Forrester, we see financial services firms […]

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Personal Touch in Digital Banking: How Live Chat Humanizes the Customer Experience

Comm100

However, there is one factor that can be lost within digital banking which many customers still long for. Live chat allows banks and other financial institutions to bring the personal touch back into virtual interactions. Learn more about how you can introduce Comm100 Live Chat into your financial organization.

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From Build to Integration: The Essentials of a Successful VoC Program

CloudCherry

VoC requires fundamental shifts in how organizations relate with customers and can touch many corners of the business–from marketing to product development. To embark on a VoC initiative, CX professionals need executives to sponsor and champion VoC initiatives, and also need to secure resources and financial support.

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Why banks should shift to offense and invest amid market uncertainty

West Monroe

In the financial services industry, our own data reveals that digitally focused banks have an 8% better efficiency ratio, lower costs, and are better positioned to retain their current customers and experience growth. Customer Experience. Customer relationship manager and client communication functions.

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Lessons Learned from the Frontlines of CX: How Data from Self-Service Tools Optimizes Customer Engagement

Bold360

Well, 2020 was a crash course in recalibrating CX to respond to rapidly evolving customer needs. What did Bold360 customers learn? Miri Duenias, Customer Relationship Manager at Bold360, offers insights from the frontlines. Miri Duenias, Customer Relationship Manager at Bold360.

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3 Enablers to Water Utility Customer Centricity

West Monroe

These benefits will be realized if and only if customers and utility employees are both adept at analyzing and consuming data. A unified customer experience strategy requires more than employee engagement. Customer relationship management (CRM) tools and new digital technologies will change the way utilities interact with customers.

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The ultimate guide to business development in 2023

BirdEye

Building an audience on the platform will lead to more customer insight. The more potential customers know about your brand, the more comfortable they will interact and allow you to learn about their needs. Use short-form videos of 60 seconds or less to suit consumers’ preferences.

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