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7 Customer Service Tips for Financial Service Companies

Kustomer

When it comes to protecting, investing and being responsible for customers’ money, they need to trust in the financial services company. What Does Customer Service Look Like in the Financial Services Industry? Here are seven key components to building a financial customer service strategy.

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18 Customer Service Tips for Financial Services Companies

Help Scout

In this article, we cover several pain points that financial services customer service professionals face, and we’ll offer 18 tips for how to overcome those challenges. Pain point #1: Financial regulations and privacy. There’s no shortage of rules and regulations in the financial industry. Pain point #2: Complex products.

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Your CX Playbook for Financial Services

Kustomer

The time has come for financial services organizations to move from a transactional mindset to an engaging mindset. Customers want to feel financially confident, including having trust in their financial institutions to work in their best interests, and they expect service to be streamlined and personalized.

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5 Fintech Tools Reshaping the Consumer Financial CX

Oracle

If you’re looking for a preview of trends and innovations in the consumer fintech space, and how they’re changing the consumer financial CX, here are five trends worth watching. Through machine learning and experienced financial negotiators, Trim and other innovators help consumers reclaim control of their finances.

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Want More Sales Conversations? Start With What You’re Telling Yourself

Integrity Solutions

Sales has always meant navigating highs and lows, dealing with rejection and remaining focused in the face of new business demands and pressures. Exacerbating this issue is the fact that sales training and coaching doesn’t always help salespeople with these internal motivation issues. That’s just the simple truth.

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Want More Sales Conversations? Start With What You’re Telling Yourself

Integrity Solutions

Sales has always meant navigating highs and lows, dealing with rejection and remaining focused in the face of new business demands and pressures. Exacerbating this issue is the fact that sales training and coaching doesn’t always help salespeople with these internal motivation issues. That’s just the simple truth.

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Financial Ombudsman Service figures show complaints are up

Helen Dewdney

New complaints figures published today (22/03/23) by the Financial Ombudsman Service (FOS) indicate that yet again complaints against individual businesses have risen. Hopefully the Financial Conduct Authority’s (FCA) Consumer Duty which comes into force in July 2023, will oblige businesses to do more to deal with complaints.