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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

Financial services are intangible, and as such, they can be challenging to sell and support. Also, a lot of people find the nuances of financial services difficult to understand. Businesses in the financial services realm have to take a proactive approach to sales and support to remain competitive and viable.

Sales 62
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The Role of a Financial Services Sales Agent

aircall

Have you ever needed some advice when it comes to managing your money? That’s a financial services sales agent, a type of call center agent whose job it is to help customers make informed decisions when it comes to purchasing financial services. . What Does a Financial Services Sales Agent Do?

Sales 62
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Tech Stack for Financial Services – The Ultimate Guide [2020]

JustCall

The year 2020 calls for progressive financial services. Digital transformation is disrupting the industry. But even after a decade of the Financial Crisis, challenges remain the same. And the technology infrastructure in almost every financial organization still needs to be strengthened. Communication.

Finance 59
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What Is Unified Customer Experience Management (CXM)?

NobelBiz

To address and overcome this challenge, many companies have started embracing Unified Customer Experience Management (Unified CXM). Introducing Unified Customer Experience Management (Unified CXM) Unified CXM is the practice of creating seamless and personalized experiences for customers across all support and marketing channels.

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Trusted Voice Analytics Software of 2022

JustCall

For meeting the goal of quality control, speech analytics software examines live or recorded calls and decodes emotional signs. Similar to voice recognition software, speech analytics software analyzes spoken language through artificial intelligence. Give call center agents instructions using call center voice analytics software.

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Best Sales Dialer Software (2022 Updated)

JustCall

The first thing that comes to people’s minds regarding ‘Sales and Marketing’ is how to increase conversion rates and generate more sales. However, the first step in sales is establishing contact with a prospective client. A prospect is not a sale until they become a customer. HubSpot Sales Dialer.

Sales 52
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What is Call Center Compliance?

NobelBiz

Call centers play a crucial role in customer service and sales operations. Its cornerstone, the Privacy Rule, safeguards personal health information, mandating healthcare entities to uphold confidentiality while facilitating essential healthcare services.