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How to Achieve Personalization in Banking Contact Centers

Balto

From chatbots and mobile apps to self-service libraries and loan calculators, the current number of available self-service channels for customers of banks and financial institutions has become unrivaled. In fact, 68% of customers now say chatbots could answer their questions more quickly than a human agent could.

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Lack of Proper Software Cited as Major Issue in Financial Services Contact Centers

Balto

Beyond basic individual fraud protections, agents must remain on top of ever-evolving regulatory compliance policies, from Know Your Customer (KYC) to Anti-Money Laundering and Combating the Financing of Terrorism (AML/CFT) laws. Nearly 70% of customers now say chatbots could answer their questions more quickly than a human agent could.