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7 Customer Service Tips for Financial Service Companies

Kustomer

Do your wealth advisors build and sustain relationships with their clients? Intentionally hire advisors and financial services providers that care for the financial health of their clients and have a proven history of ethical and compassionate behavior. Is your company meeting customer expectations?

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Reshaping The Future Of Digital Customer Service: 22 Influential Leaders to Watch in 2022

TechSee

Customer Management Practice is the analyst, advisor and industry network that helps companies turn customers into raving fans. Brad was the founding partner and former CEO of the International Customer Management Institute (ICMI) and remains a senior advisor today. Follow on LinkedIn. Jeanne Bliss, Founder and CEO at Customer Bliss.

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Reshaping The Future of Digital Customer Service: 23 Influential Leaders to Watch in 2023

TechSee

Adrian Swinscoe, Customer experience advisor, author, speaker Adrian is a huge fan of organizations that do great things for their customers and has been helping many achieve their own level of greatness for over 25 years via consulting, writing, speaking workshops, and advisory work. If you missed the 2022 list, you can check it out here.

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Knowledge Management: The Secret Sauce for Workforce Multiskilling at Scale

eGain Blogs

The Challenge Contact centers have long employed specialists rather than generalists—for example, hiring agents who specialize in handling a specific interaction channel (messaging, chat, phone), a specific function (service, sales), a specific product (home mortgage, CDs), and so on.

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HOW FINANCIAL ADVISORS CAN IMPROVE CLIENT CONVERSATIONS

Integrity Solutions

Transitioning your sales culture to create greater transparency is no longer an option. Whether the expectations for greater transparency are coming from external regulations or their client base, even the most experienced advisors are now feeling the pressure of a rapidly changing financial services market. By Donna Horrigan.

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28+ Customer Support Survey Questions for Different Industries

SurveySensum

How helpful were the sales associates? Automotive Industry Sending customer support surveys in the automobile industry will help businesses gauge customer satisfaction with their products and services, including the purchase experience, vehicle performance, and after-sales support. Did the service advisor understand your issues?

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Telesales vs. Telemarketing: Optimizing Telephone Strategies for Business Success

Magellan Solutions

It utilizes the telephone to market products, extending beyond sales. A Closer Look at Telesales Telesales is the direct sale of products or services through phone conversations. A Closer Look at Telesales Telesales is the direct sale of products or services through phone conversations. It is powerful for generating sales.

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