Magellan Solutions

AUGUST 6, 2023

The finance and accounting world is undergoing a technological revolution. We’ll explore how AI tools can benefit the finance and accounting industry. AI Applications in Accounting and Finance Check out these AI applications in accounting and finance and see what tasks will benefit your operations.

Financial 98

Financial Tools Analytics Report 98

2020 Research

MAY 31, 2023

The world of finance has undergone a major transformation in the past two decades, making it harder than ever to keep up with consumers’ evolving needs. Simplify the journey with a comprehensive overview of “Everything You Need to Know About Market Research in Finance” in our knowledge kit.

Marketing 52

Marketing Case Study Banking Study 52

Uniphore

NOVEMBER 11, 2021

For the finance industry, the global pandemic was a watershed moment. With a conversational automation platform that understands the customer’s real intent and sentiment, banking contact centers can deliver a positive conversational experience that drives customer satisfaction. Download Now.

Banking 130

Banking Net Promoter Score Contact Center NPS 130

InMoment XI

SEPTEMBER 18, 2015

Dann Allen and Rich Dorfman discuss how the digital revolution has caused the banking industry to increase focus on customer experience.

Banking 200

Banking Video Retail Industry 200

InMoment XI

SEPTEMBER 18, 2015

Dann Allen and Rich Dorfman discuss how the digital revolution has caused the banking industry to increase focus on customer experience.

Banking 200

Banking Video Retail Industry 200

InMoment XI

SEPTEMBER 18, 2015

Dann Allen and Rich Dorfman discuss how the digital revolution has caused the banking industry to increase focus on customer experience.

Banking 200

Banking Retail Industry Interaction 200

AWS Machine Learning

MARCH 28, 2024

The resulting LLM outperforms LLMs trained on non-domain-specific datasets when tested on finance-specific tasks. BloombergGPT: Philippe Donnet GPT-NeoX: Antonio De Lorenzo, Simone Gambarini, Enrico Zanetti FLAN-T5-XXL: John M Forsyth, Christopher K Peters, {empty string} Input: CEO of Silicon Valley Bank?

Financial 94

Financial Training Metrics Analysis 94

Win the Customer

JULY 11, 2023

The disruptive role of fintech companies and digital banking in simplifying financial transactions and managing money is nothing short of revolutionary. In recent years, the financial landscape has witnessed a seismic shift, driven by the emergence of fintech companies and the rapid adoption of digital banking solutions.

Banking 52

Banking Financial Innovation Technology 52

BirdEye

NOVEMBER 14, 2023

In this article, we’ll explain why financial services businesses need reviews and share the ultimate list of finance review sites to prioritize. Let’s explore the benefits of creating an active presence on the right finance review sites. Below, we’ll review the top finance review sites and directories you should consider.

Financial 59

Financial Banking Social Media Comparison 59

InMoment XI

NOVEMBER 15, 2023

With 87% of consumers actively avoiding buying from brands they don’t trust, understanding and improving the customer experience has never been more critical. Customer experience analytics is the practice that empowers businesses to do just that. What is Customer Experience Analytics? Where Does the Data From Customer Experience Analysis Come From?

Analytics 324

Analytics Customer Experience e-support Net Promoter Score 324

2020 Research

SEPTEMBER 1, 2022

consumers are shifting their attitudes toward banking service providers. In particular, the competitive landscape of the finance industry led to changes in customer loyalty. Legacy banks must consider how to cultivate consumer loyalty and fight back against challenger banks who are simply doing a better job.

Consumers 52

Consumers Report Trends Banking 52

Comm100

NOVEMBER 2, 2020

We have hand-picked some of the top chatbot examples to show you how you could use AI customer service bots across channels – 5 use cases across industries, plus one case study of how a chatbot resolved 91% of live chat inquiries. Industry: Banking and finance. Industry: Healthcare.

Chatbots 143

Chatbots Examples Customer Service Banking 143

CSM Magazine

OCTOBER 27, 2023

.” — Marlene Blaszczyk.Todays’ world of finance and accountancy is changing more quickly than ever before. The Evolving Landscape of Customer Service The finance and accountancy industry is undergoing major changes. Finance was once a one-size-fits-all field, but that is changing.

Customer Service 59

Customer Service Financial Chatbots Banking 59

Retently

MARCH 23, 2023

Since not all NPS® data is public, and most brands aren’t eager to publish their low Net Promoter Score, we’ve taken several steps to find reliable customer satisfaction data that we can use to compare brands: Whenever possible, we’ve sourced data from various NPS benchmarks to gain a picture of the general NPS range within an industry.

Net Promoter Score 113

Net Promoter Score Company NPS Effort Score 113

West Monroe

MAY 8, 2023

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy & Finance at The Conference Board breaks it all down—including how leaders can quickly adapt to turbulent economic conditions, navigate expanding geopolitical forces, and leverage technology like AI to tackle labor challenges. When will it happen? Absolutely.

Banking 98

Banking Conference Policies Healthcare 98

West Monroe

MARCH 17, 2024

From a financing perspective, ag lenders are facing similar challenges as the financial services sector with interest rate uncertainty, demand for technology investments, and potential macro disruptors to the markets. For ag lending institutions, the ability to keep up with competing forces requires a clear, strategic plan. The result?

Trends 52

Trends Banking Financial Insurance 52

CloudCherry

MARCH 19, 2019

When that happens, CX teams will be keen to talk finances, while the CFO becomes an advocate for CX due to the financial success they are driving. Forrester has research-backed evidence that improving CX does, in fact, have an impact on revenue, across the financial industry. CX can be tied to the financial goals of your business.

Financial 218

Financial Metrics Customer Journeys NPS 218

Alida

JULY 2, 2019

Their most recent foray into the world of personal finances has earned them a reputation as “one to watch” in the financial industry as insurance companies, banks, and fin-tech services vie for the attention of their multi-billion dollar audience and drive ad-sales revenue through the roof.

Insurance 113

Insurance Banking Financial Sales 113

2020 Research

SEPTEMBER 9, 2022

The finance industry has changed dramatically over the past few years, and banks are feeling the pinch. To remain competitive, banks must understand what their clients are looking for and where they are currently falling short. Download the full report to discover: How attitudes toward banks are shifting.

Banking 52

Banking Loyalty Report Groups 52

Lumoa

MAY 21, 2018

However, the back-office functions, like HR or Finance are involved into CX very seldom. Some people say it must be the whole organization. And some people argue that if the ownership is shared across the organization, no-one really has the responsibility to make things right. Marketing is about creating brand experience.

Customer Experience 326

Customer Experience Customer Centricity Net Promoter Score Feedback 326

2020 Research

SEPTEMBER 8, 2022

Finance managers regularly create reports and share insights to guide decision-making at financial institutions, but do they really understand the mind of the customer ? And to generate these reports and insights, finance managers need data. Continue reading as we explore consumer insights strategies for finance managers.

Consumers 52

Consumers Strategy Self Service Management 52

CloudCherry

JANUARY 4, 2018

The retail banking industry has been dealing with massive upheaval for a while now, and things will continue in the same vein come 2018. Technological advancements continue to drive the disruption of the industry. However, FinTechs will also keep the pressure up on the industry due to their agility and constant innovation.

Banking 170

Banking Trends Financial Self Service 170

CSM Magazine

OCTOBER 16, 2023

They expect fast, seamless, personalized banking experiences and, above all, exceptional customer service. They’ll even switch if they aren’t happy, as research indicates that 70% of customers under the age of 55 would consider changing banks for an improved customer experience. times faster than competition who don’t.

Industry 52

Industry Customer Service Social Media Net Promoter Score 52

West Monroe

DECEMBER 6, 2022

An uncertain economy—highlighted by high inflation and increased cost of lending—will force banks to pivot to build momentum and provide high-quality customer experiences in 2023. Banks must find ways to meet their customers where they are, with precisely what they need, at the right time. 2-Minute Takedown.

Banking 52

Banking Industry Financial ROI 52

ReviewTrackers

APRIL 21, 2021

List of Banking Review Sites to Track. Online reviews are one of the most accurate indicators of customer experience for banks, insurance providers, and financial services organizations. Building consumer trust in banking and financial services. Not only do reviews have the potential to either attract or drive away customers.

Banking 65

Banking Financial Insurance Social Media 65

Magellan Solutions

AUGUST 19, 2021

BPO Philippines Reshaping The Retail & Banking Industry. Retail banks , like most companies, face an urgent imperative to reimagine themselves. . Consumers’ banking preferences are rapidly evolving. But many banks have yet to fully transition due to limitations of their digital capabilities. .

Banking 52

Banking Retail Industry Financial 52

Storyminers

JULY 7, 2020

Staying at the leading edge of your industry and keeping up with the many prospects, clients, and colleagues you need for your voice to matter is also essential. I’ve got people who help me with web/social presence, admin/process management, content/service development, and finance. What are your top day-to-day challenges?

Retail 223

Retail Resources Banking Trends 223

Talkdesk

OCTOBER 14, 2020

Similarly to 40 years ago , major banks, finance companies and collection agencies are muscling up call centers to respond to the arrears crisis for credit cards, auto loans, student loans and other forms of debt. A debt collection crisis is threatening the financial services industry.

Self Service 105

Self Service Banking Contact Center Omni-Channel 105

CSM Magazine

FEBRUARY 21, 2024

Modern web development is an important cornerstone of industry-specific importance with which companies design competitive advantages in their fields. From digital banking platforms to mobile wallets and blockchain-based technologies, financial technologies are more in demand now than ever.

Industry 52

Industry Competitive Advantage Financial Innovation 52

2020 Research

SEPTEMBER 20, 2022

Schlesinger Group conducted research , in collaboration with Apex Scoring System, to explore what’s behind the sharp decline in banking customers’ loyalty. Is it booming technology and online banking or a complete loss of trust in “big banks”? Principled – What guiding principles does your finance company hold?

Banking 52

Banking Financial Loyalty Consumers 52

CSM Magazine

MAY 19, 2023

The peer-to-peer lending industry has grown tremendously over the years, thanks to the innovative approach to financing it brings to borrowers and investors alike. Due to its modern technology, it has become much easier for people to get access to loans than when they have to rely on traditional banks.

Exceptional Customer Service 52

Exceptional Customer Service Company Customer Service Knowledge Base 52

ijgolding

NOVEMBER 13, 2018

The adoption of feedback programs is happening at an incredible rate across the industry. In the ‘Customers 2020 Progress Report’ ( Walker ), it is predicted that Customer Experience (CX) will surpass price and product as the key differentiator by the year 2020. WHY VOC WORKS WELL FOR B2B. But CX is just as critical for trade transactions.

B2B 185

B2B B2C Automotive Retail 185

West Monroe

APRIL 9, 2023

The crisis at Silicon Valley Bank has the industry speculating on how a collapse of a bank could have taken place under today’s regulatory environment. The question then quickly becomes: How are the regulators going to respond and what is this going to mean for banks going forward?

Banking 52

Banking Government Financial Meeting 52

CSM Magazine

DECEMBER 4, 2023

Understanding the ESG Framework and Its Role in Corporate Finance In the evolving landscape of corporate finance, ESG principles are gaining prominence. This rise in ESG integration is not mere corporate virtue signaling. The social element emphasizes ethical practices, boosting the brand image and reducing risks.

Financial 105

Financial Analysis Government Healthcare 105

Helen Dewdney

OCTOBER 14, 2021

It is quite clear that banks need to do more to alleviate consumers concerns. Banks such as Starling and RBS already notify their customers by text every time their contactless card is used and other banks should follow suit. The fear of going more cashless . The fear of the elderly about becoming a more cashless society.

Banking 88

Banking Financial Consumers Retail 88

Magellan Solutions

NOVEMBER 6, 2021

Usually, the source of financing comes from: 1. Bank Loans. Bank Loans offer easier and flexible payment methods and loan terms but it is important to keep in mind that bank loans have very strict requirements. These usually include debt and even an equity debt hybrid financing to project finance.

Call Center 52

Call Center Government Banking Insurance 52

Optimove

FEBRUARY 14, 2023

So, what might that look like in different industries? We’ve picked three industries where omnichannel marketing is making huge strides and provided a few use-case examples to inspire you. Today’s consumers want to interact with the brands they love 24/7; on your app, in your store, and on your social media feeds and website.

Omni-Channel 52

Omni-Channel Marketing Hospitality Travel 52