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Your CX Playbook for Financial Services

Kustomer

The time has come for financial services organizations to move from a transactional mindset to an engaging mindset. Customers want to feel financially confident, including having trust in their financial institutions to work in their best interests, and they expect service to be streamlined and personalized.

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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

CX leaders today face a long list of challenges, including adapting to a dynamic market environment and ensuring every stakeholder, supervisor, and employee in the business is aligned with the customer-centric vision. Understanding Customer Experience Management (CEM) Let’s start at the beginning. It’s time to make your case.

ROI 260
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DSSL Rolls-Out BigChange Mobile Field Service Management System

CSM Magazine

DSSL Group, the security systems company, has rolled-out a new field service management system from BigChange. The cloud-based system incorporates vehicle tracking, mobile workforce app, intelligent job scheduling and an online customer booking portal. “However, we also knew this was long winded.

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Green Spark Environmental Cleans Up Job Management with BigChange

CSM Magazine

Environmental management company Green Spark is using the latest cloud and mobile technology to boost sustainable business growth. Green Spark introduced the BigChange job management system to improve the flow of information between field staff, using the mobile app, and the back-office.

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Angloco Fights Job Management Fires with BigChange Field Service Tech

CSM Magazine

Angloco, the manufacturer of fire fighting and rescue vehicles and equipment, is using a cloud-based job management system and mobile app to support growth. By replacing paper worksheets and job cards with end-to-end digital workflows, Angloco has greatly reduced the time and resource taken to manage its rapidly expanding service team.

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Master the Market: A Deep Dive into Competitive Analysis

InMoment XI

Operational and Financial Analysis: Look into operational efficiencies, production costs, and pricing structures of competitors. This financial foresight is vital for strategic planning. What channels are they utilizing? Who is their target audience? This information can inform your own strategies.

Marketing 260