article thumbnail

4 Ways Banks Can Hyper-Personalize Customer Experiences at Scale

SharpenCX

Banks and credit unions are no exception here. Banks have long been struggling to keep up with digital customer experience expectations. In a world where digital trends and mobile apps are the norm, many banks are still playing catch up. It’s time for banks to take their customer experience to the next level.

Banking 76
article thumbnail

An Effective Guide to Improving Financial Literacy

CSM Magazine

Most experts agree that you need at least 3-6 monthly budgets set aside in a piggy bank. Read books and educational resources , take online courses on personal finance, investing, budgeting, and economics, or attend workshops and seminars on personal finance topics. It’s good to always have money set aside for emergencies.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Financial Industry Compliance Requirements: Scaling for Digital Communications

Noble Systems

This year, 68 percent of banking customers are expected to be digital-only. According to the report, sales representatives in some banks and brokerage firms conduct seminars and make recommendations to clients through impermissible digital channels, and the interactions are unmonitored.

Banking 71
article thumbnail

Stratifyd CEO, Derek Wang, to Speak at Microsoft Inspire

Stratifyd

Wang will be speaking about the need for innovative digital transformation solutions in financial services alongside Howard Bush , Principal, Banking & Capital Markets Lead on the Azure Cloud + AI Industry Experiences team at Microsoft. Expected attendance for the seminar has surpassed more than 350 registrants.

Banking 40
article thumbnail

Stratifyd CEO, Derek Wang, to Speak at Microsoft Inspire

Stratifyd

Wang will be speaking about the need for innovative digital transformation solutions in financial services alongside Howard Bush , Principal, Banking & Capital Markets Lead on the Azure Cloud + AI Industry Experiences team at Microsoft. Expected attendance for the seminar has surpassed more than 350 registrants.

Banking 40
article thumbnail

Inbound vs Outbound Call Centers: Which is Right for Your Business?

TeleDirect

For example, the annual tax season means that tax preparation firms, banks and other financial firms need extra call support leading up to April 15 th. Want to ensure your next big seminar gets the most people in the seats? Seminar & event registration. Crisis communications and client communication. Order processing.

article thumbnail

COPC Inc. Welcomes Clients to Beijing’s First 2019 Seminar Series

COPC

s first China client seminar of 2019 was held on April 12 in Beijing, attracting participants from various industries including financial services, technology, utilities, outsourcing and many others. This Beijing seminar is the first in a series planned for China throughout 2019. The post COPC Inc.