Contact center software Finance Personalization Upselling 
Hodusoft
OCTOBER 19, 2022
5 Reasons Why Financial Institutions Must Invest In Contact Center Software Financial businesses, like banks and insurance companies, deal with people’s money. Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust.
Talkdesk
MARCH 4, 2021
When I was preparing to move from one country to another, I wanted to put all my finances in the right order: close some bank accounts I haven’t been using, ask for bank statements, etc. Provide a smartphone and mobile-ready contact center software. They have to be sure their personal information is protected.
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VocalCom
JULY 16, 2018
From retail to finance to entertainment, the technology can be used to target key customers with great accuracy—suggesting the right products and services to exactly the right people at optimal times. Based on his behavior, a shoe manufacturer may target this person with a Facebook ad that meets his needs.
VocalCom
APRIL 9, 2018
While artificial intelligence helps brands deliver personalized customer experiences, the technology also offers another major benefit: proactive customer service. Then, use the technology to offer customers personalized recommendations based on their purchase history. Make self-service more efficient.
Babelforce
APRIL 21, 2021
90% of customers say that a personalized experience is important. You can help agents give personal service by using automated data retrieval to provide them with relevant customer information before they pick up the phone. You just need to connect your CRM with your contact center software.
NobelBiz
JULY 25, 2023
Discover the transformative potential of data-driven decision-making and personalized interactions that cultivate lasting relationships with customers. Personalized Interactions: With historical data at their fingertips, agents can reference past interactions, making customers feel valued and understood.
SharpenCX
MAY 16, 2022
Remember: a staggering 97% of consumers reject or ignore phone calls from a business or a person they don’t know. And it’s also great for creating opportunities to upsell and cross-sell your products and services. Whether your call center sells products or services, you want to ensure agents reach out to the right target audience.
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