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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

Financial services are intangible, and as such, they can be challenging to sell and support. Also, a lot of people find the nuances of financial services difficult to understand. Businesses in the financial services realm have to take a proactive approach to sales and support to remain competitive and viable.

Sales 62
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A Guide for Every Business in Choosing a CRM

CSM Magazine

When it comes to customer relationship management (CRM), not every industry finds its rhythm with the same beat. The intricate needs of a real estate agent, thriving on a large network to clinch deals, contrast greatly with the contractor’s reliance on a CRM to clock the work hours of their team. The good news?

CRM 40
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Top 4 Customer Experience Trends for Financial Services to Expect in 2022

Comm100

In 2021, evolving customer experience trends shook up the financial services industry. Customers demanded digital services to meet their needs, and as organizations rose to the demand, these high customer expectations led to innovative new services. Omnichannel expectation. Chatbot domination.

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Guest Post: Is Your Customer Journey Aligned with Brand Expectations? If Not, It Could Be Costing You Sales

ShepHyken

And in today’s digital age, customer service is now more important than ever before. Second, make sure that your customer service reps are properly trained to resolve issues quickly and efficiently. It’s important to note that brand expectations can vary depending on your industry, your customer base, and other factors. .

Sales 307
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Financial Services and Gamification: Train, Motivate & Retain

Noble Systems

Banking and other financial services firms are continually challenged to train, motivate and retain employees in order to deliver consistent, high performance services and build consumer trust. To address these challenges, many financial services firms are turning to Gamification.

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Tech Stack for Financial Services – The Ultimate Guide [2020]

JustCall

The year 2020 calls for progressive financial services. Digital transformation is disrupting the industry. But even after a decade of the Financial Crisis, challenges remain the same. And the technology infrastructure in almost every financial organization still needs to be strengthened. Communication.

Finance 59
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The Role of a Financial Services Sales Agent

aircall

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. . Financial services encompass a range of different types of financial businesses that people use every day.

Sales 62