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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.

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Will Your Customer Service Strategy Survive Against the Competition?

West Monroe

Digital customer service experiences are now defining the competitive landscape: 66% of consumers and 73% of businesses believe the new ways of interacting with their financial institutions will be permanent. But forming a competitive strategy doesn’t need to be complex or require Ivy League consultants.

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Do More With Less: 3 Effective Strategies to Maximize Your Contact Center’s Potential

Myra Golden

This could include a knowledge base that provides quick access to answers and solutions and a customer relationship management (CRM) system that helps agents keep track of customer interactions and preferences. By equipping your agents with the right tools, you can help them provide better service and improve efficiency.

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Customer Service Automation 101

Solvvy

Efficiency: Support teams that automate some part of their customer service stack work more efficiently, decrease employee stress, and decrease employee turnover. Cost savings: One of the biggest questions businesses have is whether implementing an automated customer service platform makes financial sense.

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The Real Cost of Outsourced Technical Support and Its Advantages

Magellan Solutions

Outsourced call center services may be a fantastic addition to alternative customer service strategies. When it comes to technical support, customer service and sales generation, an in-house call center might be costly. At Magellan Solutions, we combine technology such as ACD, CRM, and IVR with agent skills.

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Capgemini Expands Its Digital Growth Strategy With The Acquisition of oinio, a Leading European Salesforce Partner

Natalie Petouhof

Oinio, based in Munich, has become one of the major European players in the consulting and deployment of Salesforce cloud-based CRM and digital marketing solutions. Oonia has more than 600 projects for a portfolio of international clients in life sciences, manufacturing, financial services, high tech and utilities.

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How the Building Blocks of Customer Engagement and Minecraft Relate

Tricia Morris

Let’s take a step back for a second and forget about breaking blocks and crafting recipes and define the term customer engagement. Let’s parse that into two parts: First the “ongoing interactions” aspect followed by the all-important “offered by the company, chosen by the customer” components. Click here to learn more. ).