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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. But yes, improvements are still required when implementing AI or CRM software.

CRM 130
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Improving Customer Experience in Banking: 7 Promising Trends

PeopleMetrics

Creating a positive customer experience (CX) is for all types of businesses, including essential services like banking. By contrast, that same customer does all of their banking online, and since they’re visiting that website over and over again, they’re much less likely to let it slide. What do customers expect from banks?

Banking 62
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The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

West Monroe

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. Banks who are leading in the CRM and tech spaces have spent time defining their strategy and gaining buy-in across their organization.

Banking 49
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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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Top 8 accounting software for small business

BirdEye

Small business accounting software is designed to grow with you, offering advanced features without breaking the bank. Integration and compatibility Ensure that your small business accounting and payroll software integrates seamlessly with your CRM, payment processors, or eCommerce platforms. Pricing: Plans begin at $346/year.

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Consumer banking: money can’t buy loyalty

Currency Alliance

A 2018 Collinson study reported that 66% of financial services professionals say their bank “does not understand why customers are loyal or have a strategy to strengthen customer relationships”[i]. People are more likely to leave their spouse than their bank[ii], so it might seem that banks have no case to answer. Extra what?

Banking 40