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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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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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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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The Impact of Tipping and “Tipflation” on Customer Satisfaction

ShepHyken

Top Takeaways: The frequency of tipping, or “tipflation,” has increased across industries. Businesses should consider tipping practices’ impact on customer satisfaction and carefully evaluate when and how tipping should be implemented. How can businesses ensure that technology improves customer satisfaction?

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5 Fintech Tools Reshaping the Consumer Financial CX

Oracle

A new generation of CX technology is reshaping the way consumers deal with money. 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. Instead, they solicit tips. Paying too much for cable?

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Top CX tips for delivering a ‘Branded Customer Experience’

Vonage

Over the last 10 years we have had the pleasure of working with many global organisations, across many sectors; retail, financial services, telecoms, technology, hospitality, professional services on the design and implementation of their Branded Customer Experience * (BCE) programmes. Paul’s Hotel.

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4 Essential Automation Tips for Financial Service Providers

Bizagi

“The stage is set for FS automation and AI to move from what was, only a few years ago, relatively vague concepts to bona fide, strategic business imperatives.” – Financier Worldwide Magazine. Obviously, automation is not new to the financial services industry. Tip 1 – Integrate Everything to Better the Customer Experience.