Financial Multi-Channel Roadmap Technology 
Oracle
OCTOBER 3, 2019
This is a preview of the ebook “Moments That Matter: A New Customer Experience Roadmap for Financial Services “ Today’s finserv CX is evolving to showcase the power of anticipating customer needs. CX technology turns data into intent-based responses. Deepening relationships with data-driven upsells.
Lumoa
AUGUST 23, 2021
Changes in behaviors As customer expectations continue to rise, CX leaders have needed to make integrated technologies a priority because seemingly the switch is here to stay for the long-term. Embrace the rise of messaging apps One way might be to incorporate texting into your communication channels.
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Customer Bliss
FEBRUARY 18, 2016
Lesley Mottla was part of the management team that developed Zipcar’s award-winning customer experience and technologies. She just joined LAUNCH; a start-up devoted to reinventing multi channel consumer experiences. Then every year we would create a roadmap using the eco-system visual.
Education Services Group
MAY 23, 2022
If you don’t have strategies already in place to, at the very least, roadmap your digital transformation, you are behind in the industry—the time to get started has already passed, and the longer you delay or reprioritize, the further behind your company will fall, regardless of how sleek and robust your product is.
Solvvy
JULY 13, 2022
With the right technology and tools, the answer is yes. Customer service automation with multi-language capabilities can also provide the solution when your business expands into new global regions but can’t find bilingual resources. Customer service automation can help you overcome other customer support challenges.
BirdEye
NOVEMBER 28, 2023
Informed strategy: Customer feedback can be your roadmap to getting better. Get this: A negative review can scare away 85% of consumers from a multi-location business with a local presence. Research about their strategy, processes, technologies, and reporting. Methodology: How do these tools tackle reputation management?
SurveySensum
JULY 14, 2020
He has 25 years of experience on the leading edge of digital transformation, social, and marketing strategy and has previously worked at American Express, Prudential Financial, USAA, and Forrester Research in senior roles. She has carved a successful career in both customer service and CX leadership across Financial Services and Telcos.
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