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7 Ways to Elevate CX in Banking

CSM Magazine

In today’s competitive banking industry, providing a top-notch customer experience (CX) is essential for attracting and retaining customers. With so many options available, it’s important for banks to upgrade their services and stand out from the crowd.

Banking 59
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Top 3 Financial Call Center Best Practices

TeleDirect

At TeleDirect, we are experts on how to manage a call center efficiently in the finance sector ! It doesn’t matter if you’re a financial adviser or investment manager, run a bank or credit union, or in the private equity and venture capital business. Yes, the finance world runs pretty staunchly on a Monday-Friday schedule.

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A Comprehensive Guide to Customer Interaction Analytics

NobelBiz

Agent Performance Metrics: Evaluates how effectively agents resolve queries, their adherence to scripts, or their ability to manage difficult interactions. Recommendations: Advanced systems might even suggest actions, like refining scripts, introducing new training modules, or adjusting staffing levels during specific hours.

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8 cross-industry knowledge management strategies to leverage during a crisis

Talkdesk

By combining the power of a knowledge base, workflow and agent scripting, contact centers can reduce agent effort and provide the best possible customer experience. This is a guest blog from Amanda Verner, Marketing Manager at ProcedureFlow , a Talkdesk AppConnect partner. ProcedureFlow makes your employees experts faster.

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Top Banking Issues Today For Keeping Up With Customer Expectations

Integrity Solutions

The banking industry is undergoing a significant transformation, driven by technological advancements, changing customer expectations and evolving regulatory landscapes. Incidents involving banks like SVB and First Republic Bank, coupled with the emergence of new banks, have placed many regional and community banks in a precarious position.

Banking 72
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The Role of a Financial Services Sales Agent

aircall

If so, you’ve probably called a bank, credit card company, or loan provider at some point for help. The types of duties that a financial services call center agent does depends on the type of financial industry they work in – for example, in a bank, finance company, insurance company, lending institution, or investment firm.

Sales 62
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25 Call Center Leaders Share the Most Effective Ways to Boost Contact Center Efficiency

Callminer

Bill Dettering is the CEO and Founder of Zingtree , a SaaS solution for building interactive decision trees and agent scripts for contact centers (and many other industries). Interactive agent scripts from Zingtree solve this problem. Agents can also send feedback directly to script authors to further improve processes.