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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. How exactly can personalization be achieved outside of successful self-service ventures?

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20 Call Center Pros Share the Most Undervalued Call Center Metrics and How To Better Leverage Them

Callminer

With more than 15 years of experience in business, finance and accounting, Smitha is also responsible for implementing financial controls and processes. Cory holds an MBA in Logistics and Finance from the University of Tennessee. The most undervalued and commonly overlooked call center metric is…”. Agent Redundancy Rating.

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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. Omnichannel services are at an all-time high for banking and financial institutions.

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Best Contact Center Software in 2023

JustCall

Some of its key features are: AI-based self-service Omnichannel and workforce engagement Collaboration tools Customer experience analytics Pros: The power of AI can be utilized to enhance service levels of various aspects of call centers, including training, analytics, fraud detection, agent assistance, etc.