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From Panic to Resolution: Crisis Handling Techniques for Financial Service Representatives

CSM Magazine

When an unexpected event occurs, financial service representatives need to be able to jump into action. In this article, we will discuss crisis-handling techniques — from client relations strategies to best practices for resolving issues quickly and effectively – that will help you guide customers through turmoil.

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Chatbots in Banking: The New Must-Have in Customer Care

Inbenta

Whether it’s for processing transactions, consulting information, and accessing customer service, banks today need to invest in improving their contact points with consumers beyond their branches or outsourced call centers, and digital solutions have provided the banking sector with a competitive advantage. . Get our 14-day free trial.

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Does Who’s Driving the CX Bus Make A Difference?

InMoment XI

Most businesses are organized into silos: marketing, sales, operations, customer care, HR, IT, finance, etc. But customer experience is a ribbon that cuts across these silos, and an effective CX program ensures that hand-offs between silos are clean and that no facet of the customer experience falls into the cracks.

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Outsourcing is a sure bet for financial services in 2023

Think Customers

These opposing criteria can strain contact center operations and effect their ability to provide customer service at the desired level. A recent poll suggests that financial services leaders see several items as the top CX issues facing the industry. The financial services industries are dealing with a different engagement level.

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It’s Finally Time for Frictionless Financial CX

Think Customers

For financial institutions, what was a slow shift toward mobile banking, contactless transactions, and digital insurance sped up when COVID-19 reinforced the need for fast, secure, and remote access to funds and financial information. reaching a live agent, making a deposit) and eliminate as many as possible.

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The 3 Principles of Brand Loyalty in a Highly Disruptive World

BlueOcean

Big brands—ones with significant human and financial resources—remain ahead of the game. The Intersection of Brand Loyalty and Customer Care Despite the introduction of these three new principles of brand loyalty in the increasingly disruptive (and disrupted) world, customer experience still reigns supreme.

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Is US An Ideal Option For Financial Services Call Center Outsourcing?

Magellan Solutions

They can effectively provide the customer care they would hope to receive themselves. Banks and financial institutions are positioning themselves for growth. Investment banks have offshored or outsourced over 50 percent of their financial services. Magellan Solutions is the best customer service for financial services.