Information about us and our observations on the industry we serve.
Technology empowers financial services to deliver a more personalized and intuitive customer service. But are we doing enough to keep up with customer demands?
Banks need to consider how to create an omnichannel strategy, technology priorities and the balance of traditional and digital channels among other things.
Conversational banking involves a diverse range of digital tools that prioritize customer engagement and promote productive conversations between client/agent.
There are multiple ways of measuring customer satisfaction and team performance including abandon rate, service level, or NPS.
Financial providers should follow certain practices that take account of the demands and expectations of this tech-savvy generation.