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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

Businesses in the financial services realm have to take a proactive approach to sales and support to remain competitive and viable. Financial services are not only important to consumers, the financial services industry plays an important role in the financial health of our country , which has a direct effect on the national economy. .

Sales 62
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At A Fork In the Road: As a Customer Relationship Driver, Where Is Branch Banking Headed?

Beyond Philosophy

Both quotes seem to apply to what is currently transpiring with retail branch banking, and where it seems to be trending. Banks can’t quite make up their minds about what branches are supposed to be. Are they technology centers, with increased reliance on self-service devices, speed, and with minimal customer interface?

Banking 310
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Sales Dialer Software: Add Velocity to your Sales Process

JustCall

Want to ramp up to more than 100 cold calls in a day with a powerful sales dialer? Well, we know how difficult it gets to meet sales quotas, when you’ve got to deal with the mess of finding lead numbers, then dialing them manually, and ending up on a dial tone. What is a Sales Dialer? How do modern sales phone dialers work?

Sales 104
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Top 5 Business Phone Systems for Banking and Finance

Hodusoft

Accelerating Banking Success: The Top Business Phone Systems to Consider The banking industry is constantly evolving and adapting to the ever-changing technological landscape. One of the areas where this evolution is most evident is in the way banks communicate with their customers. What is a banking phone system?

Finance 52
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25 Call Center Technology Trends to Watch in 2021

Callminer

It’s critical that organizations proactively stay ahead of these changes and work to take on top of changing industry standards. Technological Trends. ” – Julie Bai, Call Center Technology and Trends Every Business Leader Must Know in 2020 , Nextiva; Twitter: @Nextiva. New Challenges for Call Centers in 2021.

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People, Process & Technology and the Intersection of AI: Part 1

The Northridge Group

But that’s only if this new technology is really understood and implemented correctly. We have a long-held belief (rooted in fact) that it’s nearly impossible to have effective processes and robust technology without trained people to manage and use them. In Part 1 of our series, we welcome Eric Ludwig from RISE Technology Advisors.

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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. 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