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Best Dialer Types for Financial Service Call Centers

Calltools

Financial service call centers are responsible for both inbound and outbound calls that deal with sensitive information. Often, these financial calls are time-sensitive as well. As such, financial service call centers must employ the right tools to allow their agents to reach clients most effectively.

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Guest Post: Is Your Customer Journey Aligned with Brand Expectations? If Not, It Could Be Costing You Sales

ShepHyken

And in today’s digital age, customer service is now more important than ever before. And more importantly, how can you ensure that it’s not costing you sales? Second, make sure that your customer service reps are properly trained to resolve issues quickly and efficiently. What are brand expectations? The takeaway?

Sales 307
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Understanding the Difference Between Accounting and Bookkeeping Services

CSM Magazine

Accounting vs bookkeeping – what’s the difference? These two terms often get used interchangeably, but they refer to distinct financial management roles. While both are critical for business success, understanding how accounting and bookkeeping services differ is key. What is Accounting?

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Cutting Through the Buzzwords of AI in the Contact Center

CCNG

When we read the line “Some companies are already making the most of blockchain technologies for more robust security and efficiency within financial transactions and data handling, but digital transformation is vital for brands to unlock all they can deliver for their customers.” How does AI transform self-service in contact centers?

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Essential Software Solutions: Navigating the Digital Landscape of the Restaurant Industry

CSM Magazine

Caterers, fast food, and food trucks often do better than full-service restaurants, while cafes typically have the best margins. This program may go further and help with scheduling, inventory management, supply change management, and customer service. Restaurant owners operate under tight margins.

Sales 52
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18 Customer Service Tips for Financial Services Companies

Help Scout

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. There are also customer relationships and expectations to manage. Pain point #1: Financial regulations and privacy. Each area of finance has unique rules.

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How Can I Transition From Sales to Project Management?

Andrew Mcfarland

Before you jump from sales to project management, there are some things you should know. You should know that you will manage a client’s financials and other details. This is critical since many sales teams find their financials a complete mess when they hand the account over to project management.

Sales 48