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How AI and CRM are Changing the Future & Face of Customer Service

Comm100

There is a lot of curiosity surrounding the latest technological advancements, and Artificial Intelligence (AI) and Customer Relationship Management (CRM) are no different. AI and CRM are a match made in heaven. In addition to these time-saving and accuracy capabilities, another feature worth mentioning is better security.

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Your CX Playbook for Financial Services

Kustomer

This interaction is often initiated by the customer rather than the company, such as when a customer reaches out to a bank or a financial services organization with a question about a service (budgeting tools or spending trackers) prior to enrolling in that service. How the bank or the firm handles that interaction is customer service.

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7 Customer Service Tips for Financial Service Companies

Kustomer

Trust plays a huge role in finance and banking. For the complete guide to how CRM software can also help improve your CX, download our latest ebook. The financial services industry, which includes commercial and retail banking, and wealth management, has become a hub for innovative ways to improve CX.

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Mastering Call Queuing: The Ultimate Guide to Efficient Customer Communications

NobelBiz

In today’s rapidly-evolving business landscape, call queuing stands as a paramount component for efficient customer communications. Dive deep into the intricacies of call queuing and how it’s revolutionizing the way businesses handle customer communications. What is Call Queuing? Watch the entire podcast episode here!

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3 tactics to retain clients in the new-normal

Talkdesk

Traditional banks aren’t just competing against each other anymore. When a consumer has a seamless shopping journey on Amazon Prime Day, a catered journey through Google searches and taking Ubers across town, that consumer sets the same expectation of a seamless digitally intelligent journey in banking.

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Is Customer Experience Worth It? And Much How Should You Invest?

Experience Investigators by 360Connext

In one research study , a bank in Germany found that In a study of almost 10,000 accounts, referred customers were 25 % more profitable than customers acquired in other ways. Of course, CX is not just about learning and identifying insights. Customer referrals lead to immediate returns. They are more likely to convert and do so faster.

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Does a lack of human interaction cost businesses money?

Vonage

Last year, Amazon announced that it employs 45,000 robots across 20 fulfillment centers; Yobot the robot ensures customers enjoy conversation-free service at Yotel’s pod hotel in New York; and "chatbots" continue to help businesses deliver everything from online banking to checking in for flights.