Expert insights. Personalized for you.
You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization. The finance industry has a plethora of functions when it comes to accounting. Finance Management. Replacing it with a technological tool shall fulfill all finance-related functions at double pace and with half the humane interaction. MORE
Buyer Experience Sales Performance Advanced Manufacturing CPQ/Configure-Price-Quote Customer Experience/CX Finance IT Management Risk Management Sales Management Sales Operations MORE
Lending firm Billions Finance has expanded its business, earning top-level market share. In response to the booming market, the firm has around 2,000 agents working in their customer-service organization. Continued expansion, anticipated for 2015, brings new challenges. MORE
Chief Financial Officers (CFOs) and finance departments in general are critical to the success of almost any digital transformation project. Finance is going to have to be “convinced” that the dollars spent are going to be recouped in the form of a better, faster, less-costly operation. MORE
Customer Experience customer experience strategy CX leaders CX Banking customer experience analytics customer experience tracking measure customer experience Business Strategy Experience Strategy Customer expectation Business Success finance banking rules MORE
Additionally, PanTerra has received Finances Online’s 2017 Awards for Rising Star and Great User Experience and was listed among the. Whether you’re looking for Team Collaboration, Advanced Cloud PBX or Unified Service, Finance Online gives PanTerra their seal of approval. PanTerra on Finance Online, visit our review page on their platform PanTerra Networks, the leading provider of unified cloud services for mid-market enterprises, today announced it has been added to. MORE
HITRUST certification plays a significant role in helping to resolve the challenges healthcare and finance face as a result of these strict regulations, which is why organizations are seeking technology vendors that are HITRUST-certified and can safeguard customer information. Advancements in technology have created a higher degree of convenience in communicating — from personal relationships with loved ones to contacting customer service at a business. MORE
The taste of this new class of customers clashes with the traditional mode of service that dominates the finance sector. They have no attachment to legacy systems that banks and finance companies have been holding onto for years, despite the wave of new technologies in business and communications. The first point of customer service contact for most finance consumers is not social media, the phone, or email. The financial services sector is in for a challenge. MORE
Average Handle Time Competitive Advantage finance billing cost savings reportsThere are third-party expenses for running any business, such as telecom, electricity, and language services. MORE
Customer Care Customer Experience Customer Service Uncategorized customer service finance customer service financial customer service interactive voice response IVRDon’t you hate it when you have an urgent customer service matter that requires live assistance? An SMS conversation with a live agent or chat bot won’t cut it, web chat will require too much back and forth typing; and email—well, really?! MORE
Analytics Customer Experience Fintech Gamification Workforce Engagement ANALYTICS BANKING CUSTOMER EXPERIENCE CX FINANCE FINTECH GAMIFICATION WORKFORCE ENGAGEMENT WORKFORCE MANAGEMENTIn the current issue of Banking Strategies, published by the Bank Administration Institute, Noble Systems Vice President of Marketing, Lee Allum, explores how banks and other financial institutions are using “Fintech” – the commonly used nickname for financial technology. MORE
Date: Wednesday, September 4, 2019 Author: Pauline Ashenden - Marketing Manager How Crédit Agricole Consumer Finance is uncovering the hidden “why” behind the customer experience. This lack of “why” insights that can be used to drive constant improvements was one of the main challenges faced by Crédit Agricole Consumer Finance (CA CF), a major player in the consumer credit market which operates in 17 countries in Europe, as well as in China and Morocco. MORE
Enables commercial banks to offer a web-based interface to initiate trade finance transactions online. The post TradeFree™ Trade Finance appeared first on Concentrix. Fact Sheets Resources Fact Sheet MORE
Business Call Center Customer Service Management Finances If careful consideration is not made in cost cutting, companies will end up spending less and getting less, or spending less, but costing more in other areas that have to compensate. MORE
This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. The post Customer Success & Finance: Get Aligned! MORE
Finance departments take lots of factors into consideration when trying to make long-term revenue predictions, but often fall short because they're not seeing the whole picture. Would you operate your business without a Finance department? When companies don't have a customer experience measurement program in place, to me it’s analogous of not having a Finance department. If you have a Finance department, that’s great - I would never recommend eliminating it. MORE
The post Lending Support During COVID-19: How New Credit America Brought a Human Touch to Personal Finance appeared first on Livevox. Even in the most challenging times companies can make life easier for their customers. MORE
This makes customers feel in control of their finances. . Customers want to be the champion of their finances, and Conversational AI can make that dream a reality. The post Give Customers Control of their Finances with an IVA appeared first on Interactions. ATMs were invented in the 1960s, and they transformed the way that customers interacted with their bank. MORE
Teleopti, a global provider of Workforce Management (WFM) solutions for large contact centres, has received an order for their workforce management solution, Teleopti WFM, from the Bank of Communications, a leading bank in China. The leading Bank Application and System Integration provider, Yucheng Technology, is responsible for this project delivery together with Teleopti. It is estimated that the full project will be delivered in the next 2 months MORE
After the supreme court discontinued the e-KYC, it became difficult for the industry to target people in remote locations … Ameyo Launches Video KYC Engagement Platform for Banking and Finance Read More » The post Ameyo Launches Video KYC Engagement Platform for Banking and Finance appeared first on Ameyo. How are you keeping up with the background verification and customer onboarding process in the lockdown period? MORE
Teleopti AB and Yucheng Technologies have singed a strategic partnership agreement to jointly promote the Teleopti WFM Workforce Management solution in Beijing, China MORE
It’s been five years since Influitive published the Advocate Marketing Playbook. Since then, it’s been downloaded over 5,700 times. Hundreds of companies followed those proven plays to achieve success in developing powerful advocate programs. But another interesting evolution happened. We witnessed amazing creativity and innovation as individuals at these companies took the principles of advocate. MORE
It’s been five years since Influitive published the Advocate Marketing Playbook. Since then, it’s been downloaded over 5,700 times. Hundreds of companies followed those proven plays to achieve success in developing powerful advocate programs. But another interesting evolution happened. We witnessed amazing creativity and innovation as individuals at these companies took the principles of advocate. MORE
HITRUST certification plays a significant role in helping to resolve the challenges healthcare and finance face as a result of these strict regulations, which is why organizations are seeking technology vendors that are HITRUST-certified and can safeguard customer information. The post HITRUST: Healthcare and Finance’s Secret Connection appeared first on Revation Systems. MORE
Call Center Best Practices Contact Center Operations Finance ukI was prompted by a BBC.com articled entitled ‘ Which banks do customers love or hate? ’ to think about the impact of a call center on the emotional divide the article highlights. The research by the UK’s Competition and Markets Authority (CMA) into the customer service rankings of 16 UK banks shows a whopping 36% difference between the highest and lowest scoring banks. MORE
Gamification 101 APAC AUSTRALIA BANKING CALL CENTRE CES CONTACT CENTRE CULTURE CUSTOMER EFFORT SCORE CUSTOMER-CENTRIC EMPLOYEES FINANCE GAMIFICATION NET PROMOTER SCORE NPS REWARDS MORE
Of course, business process outsourcing (BPO) is already a well-known quantity in the world of finance. […]. Thanks to accelerating industry competition, higher expectations from stakeholders, and a growing demand from customers for convenience and efficiency, the financial industry—like so many others—is now turning to on-demand contact center service providers to meet its customer care needs. MORE
Call Center Outsourcing customer service in financeBusinesses today are focusing more on offering a great customer experience (CX) than ever before. And with good reason: According to Bain & Company, companies that excel at offering a great customer experience can expect to grow their revenues as much as 8% above their market. Yet this focus on the customer experience too often […]. MORE
This also leads us on to another potential issue, as while poor or inconsistent customer service may be one of the key reasons why banks (and similar finance institutions) lose clients, studies show that there weren’t clearly defined attempts to win back lost patrons in 56% of all instances. In the digital age, there’s little doubt that customers have become increasingly influential and impactful in the minds of business-owners. MORE
Wir freuen uns über den silbernen ECCCSA-Award unseres langjährigen Aspect Kunden Hoist Finance. Diesen Preis hat Hoist Finance in der Kategorie “Most Effective Implementation of Technology“ für die Implementierung der cloudbasierten Contact Center Software Aspect Via ® gewonnen. MORE
Compliance Fintech Omnichannel AI ANALYTICS ARTIFICIAL INTELLIGENCE COMPLIANCE FINANCE FINANCIAL SERVICES FINTECH INTERACTION MONITORING OMNICHANNEL REGULATIONFinancial customers vastly prefer omnichannel communications. MORE
Best Practices The More You Know Interpretation Language Services privacy security reliability Voiance finance GDPRService providers are legally obligated to protect their clients’ data. MORE
Product Configuration Advanced Manufacturing CPQ/Configure-Price-Quote Customer Relationship Management/CRM Finance Product Management Risk ManagementManufacturers face some financial risk with every product decision they make. MORE
Analytics Customer Experience Fintech Gamification Workforce Engagement ANALYTICS BANKING CUSTOMER EXPERIENCE CX FINANCE FINTECH GAMIFICATION WORKFORCE ENGAGEMENT WORKFORCE MANAGEMENTIn the current issue of Banking Strategies, published by the Bank Administration Institute, Noble Systems Vice President of Marketing, Lee Allum, explores how banks and other financial institutions are using “Fintech” – the commonly used nickname for financial technology. MORE
Digital Transformation Cloud/Web-Based Software Finance IT Management Risk Management Sales Operations MORE
For those operating in the financial services industry, security and detecting fraud will always be of paramount importance. The challenge is how to protect the bank and the customers’ personal and financial access while also creating a positive customer experience with short call times and without the sometimes annoying security questions says Brett Feldon, CTO of Speech Solutions at Salmat MORE
As well as being invited to speak on a panel discussion around taking advantage of technological innovation in finance, we were eager to have conversations about how finance brands are improving the experience they are offering their customers. MORE
Those who work in finance are detail-oriented, consummate professionals. They can seem like outsiders, working a monotonous—often thankless—job, but the work that finance professionals do is critical to any business. In this new post in our multi-part series on how to communicate with pros from different industries, we’ll reveal how you can turn finance professionals into loyal advocates for your brand. The secrets to engaging finance advocates. MORE
After months of organizing, and re-organizing, we’re proud to say that our first virtual Customer Engagement Transformation Exchange (CETX) was a success! With over a thousand registrants, our inaugural CETX and very first digital conference also marked one of our largest events to date. MORE
Finance Related Topics Cincom
SEPTEMBER 21, 2020
Chief Financial Officers (CFOs) and finance departments in general are critical to the success of almost any digital transformation project. Finance is going to have to be “convinced” that the dollars spent are going to be recouped in the form of a better, faster, less-costly operation.
Concentrix
APRIL 7, 2020
Enables commercial banks to offer a web-based interface to initiate trade finance transactions online. The post TradeFree™ Trade Finance appeared first on Concentrix. Fact Sheets Resources Fact Sheet
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
ChurnZero
AUGUST 24, 2018
This week we hosted a well-attended webinar on – Customer Success & Finance: Get Aligned! The webinar discussed the process and impact of the renewal from both the Customer Success and Finance point of view. The post Customer Success & Finance: Get Aligned!
Working Solutions
JUNE 25, 2019
Call Center Outsourcing customer service in financeBusinesses today are focusing more on offering a great customer experience (CX) than ever before. And with good reason: According to Bain & Company, companies that excel at offering a great customer experience can expect to grow their revenues as much as 8% above their market. Yet this focus on the customer experience too often […].
LiveVox
JULY 23, 2020
The post Lending Support During COVID-19: How New Credit America Brought a Human Touch to Personal Finance appeared first on Livevox. Even in the most challenging times companies can make life easier for their customers.
Ameyo
MAY 6, 2020
After the supreme court discontinued the e-KYC, it became difficult for the industry to target people in remote locations … Ameyo Launches Video KYC Engagement Platform for Banking and Finance Read More » The post Ameyo Launches Video KYC Engagement Platform for Banking and Finance appeared first on Ameyo. How are you keeping up with the background verification and customer onboarding process in the lockdown period?
|
Aspect
DECEMBER 3, 2018
Wir freuen uns über den silbernen ECCCSA-Award unseres langjährigen Aspect Kunden Hoist Finance. Diesen Preis hat Hoist Finance in der Kategorie “Most Effective Implementation of Technology“ für die Implementierung der cloudbasierten Contact Center Software Aspect Via ® gewonnen.
Interactions
AUGUST 22, 2019
This makes customers feel in control of their finances. . Customers want to be the champion of their finances, and Conversational AI can make that dream a reality. The post Give Customers Control of their Finances with an IVA appeared first on Interactions. ATMs were invented in the 1960s, and they transformed the way that customers interacted with their bank.
PanTerra
APRIL 13, 2017
Additionally, PanTerra has received Finances Online’s 2017 Awards for Rising Star and Great User Experience and was listed among the. Whether you’re looking for Team Collaboration, Advanced Cloud PBX or Unified Service, Finance Online gives PanTerra their seal of approval. PanTerra on Finance Online, visit our review page on their platform PanTerra Networks, the leading provider of unified cloud services for mid-market enterprises, today announced it has been added to.
Tenfold - Contact Center Blog
JUNE 22, 2018
The taste of this new class of customers clashes with the traditional mode of service that dominates the finance sector. They have no attachment to legacy systems that banks and finance companies have been holding onto for years, despite the wave of new technologies in business and communications. The first point of customer service contact for most finance consumers is not social media, the phone, or email. The financial services sector is in for a challenge.
teleopti
OCTOBER 9, 2018
Lending firm Billions Finance has expanded its business, earning top-level market share. In response to the booming market, the firm has around 2,000 agents working in their customer-service organization. Continued expansion, anticipated for 2015, brings new challenges.
|
Revation Systems
SEPTEMBER 3, 2019
HITRUST certification plays a significant role in helping to resolve the challenges healthcare and finance face as a result of these strict regulations, which is why organizations are seeking technology vendors that are HITRUST-certified and can safeguard customer information. The post HITRUST: Healthcare and Finance’s Secret Connection appeared first on Revation Systems.
Revation Systems
SEPTEMBER 3, 2019
HITRUST certification plays a significant role in helping to resolve the challenges healthcare and finance face as a result of these strict regulations, which is why organizations are seeking technology vendors that are HITRUST-certified and can safeguard customer information. Advancements in technology have created a higher degree of convenience in communicating — from personal relationships with loved ones to contacting customer service at a business.
Callminer
SEPTEMBER 1, 2020
After months of organizing, and re-organizing, we’re proud to say that our first virtual Customer Engagement Transformation Exchange (CETX) was a success! With over a thousand registrants, our inaugural CETX and very first digital conference also marked one of our largest events to date.
Infinity
MARCH 27, 2018
As well as being invited to speak on a panel discussion around taking advantage of technological innovation in finance, we were eager to have conversations about how finance brands are improving the experience they are offering their customers.
Eptica
SEPTEMBER 4, 2019
Date: Wednesday, September 4, 2019 Author: Pauline Ashenden - Marketing Manager How Crédit Agricole Consumer Finance is uncovering the hidden “why” behind the customer experience. This lack of “why” insights that can be used to drive constant improvements was one of the main challenges faced by Crédit Agricole Consumer Finance (CA CF), a major player in the consumer credit market which operates in 17 countries in Europe, as well as in China and Morocco.
Influitive
MAY 19, 2016
Those who work in finance are detail-oriented, consummate professionals. They can seem like outsiders, working a monotonous—often thankless—job, but the work that finance professionals do is critical to any business. In this new post in our multi-part series on how to communicate with pros from different industries, we’ll reveal how you can turn finance professionals into loyal advocates for your brand. The secrets to engaging finance advocates.
Salmat
OCTOBER 9, 2018
For those operating in the financial services industry, security and detecting fraud will always be of paramount importance. The challenge is how to protect the bank and the customers’ personal and financial access while also creating a positive customer experience with short call times and without the sometimes annoying security questions says Brett Feldon, CTO of Speech Solutions at Salmat
Working Solutions
MAY 23, 2019
Of course, business process outsourcing (BPO) is already a well-known quantity in the world of finance. […]. Thanks to accelerating industry competition, higher expectations from stakeholders, and a growing demand from customers for convenience and efficiency, the financial industry—like so many others—is now turning to on-demand contact center service providers to meet its customer care needs.
Quadient
MARCH 7, 2019
Editor's note - This article was previously published in Intelligent CIO on March 7, 2019 by Alix Pressley
Serenova
MARCH 1, 2019
JustCall
FEBRUARY 25, 2020
You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization. The finance industry has a plethora of functions when it comes to accounting. Finance Management. Replacing it with a technological tool shall fulfill all finance-related functions at double pace and with half the humane interaction.
teleopti
OCTOBER 9, 2018
Teleopti AB and Yucheng Technologies have singed a strategic partnership agreement to jointly promote the Teleopti WFM Workforce Management solution in Beijing, China
teleopti
OCTOBER 9, 2018
Teleopti, a global provider of Workforce Management (WFM) solutions for large contact centres, has received an order for their workforce management solution, Teleopti WFM, from the Bank of Communications, a leading bank in China. The leading Bank Application and System Integration provider, Yucheng Technology, is responsible for this project delivery together with Teleopti. It is estimated that the full project will be delivered in the next 2 months
Callminer
FEBRUARY 26, 2019
Call Center Best Practices Contact Center Operations Finance ukI was prompted by a BBC.com articled entitled ‘ Which banks do customers love or hate? ’ to think about the impact of a call center on the emotional divide the article highlights. The research by the UK’s Competition and Markets Authority (CMA) into the customer service rankings of 16 UK banks shows a whopping 36% difference between the highest and lowest scoring banks.
McorpCX
FEBRUARY 11, 2020
Customer Experience customer experience strategy CX leaders CX Banking customer experience analytics customer experience tracking measure customer experience Business Strategy Experience Strategy Customer expectation Business Success finance banking rules
Noble Systems
FEBRUARY 21, 2020
Compliance Fintech Omnichannel AI ANALYTICS ARTIFICIAL INTELLIGENCE COMPLIANCE FINANCE FINANCIAL SERVICES FINTECH INTERACTION MONITORING OMNICHANNEL REGULATIONFinancial customers vastly prefer omnichannel communications.
Influitive
OCTOBER 12, 2018
It’s been five years since Influitive published the Advocate Marketing Playbook. Since then, it’s been downloaded over 5,700 times. Hundreds of companies followed those proven plays to achieve success in developing powerful advocate programs. But another interesting evolution happened. We witnessed amazing creativity and innovation as individuals at these companies took the principles of advocate.
Influitive
OCTOBER 12, 2018
It’s been five years since Influitive published the Advocate Marketing Playbook. Since then, it’s been downloaded over 5,700 times. Hundreds of companies followed those proven plays to achieve success in developing powerful advocate programs. But another interesting evolution happened. We witnessed amazing creativity and innovation as individuals at these companies took the principles of advocate.
PeopleMetrics
MARCH 1, 2018
Finance departments take lots of factors into consideration when trying to make long-term revenue predictions, but often fall short because they're not seeing the whole picture. Would you operate your business without a Finance department? When companies don't have a customer experience measurement program in place, to me it’s analogous of not having a Finance department. If you have a Finance department, that’s great - I would never recommend eliminating it.
Win the Customer
FEBRUARY 24, 2015
Business Call Center Customer Service Management Finances If careful consideration is not made in cost cutting, companies will end up spending less and getting less, or spending less, but costing more in other areas that have to compensate.
Noble Systems
JANUARY 27, 2019
Analytics Customer Experience Fintech Gamification Workforce Engagement ANALYTICS BANKING CUSTOMER EXPERIENCE CX FINANCE FINTECH GAMIFICATION WORKFORCE ENGAGEMENT WORKFORCE MANAGEMENTIn the current issue of Banking Strategies, published by the Bank Administration Institute, Noble Systems Vice President of Marketing, Lee Allum, explores how banks and other financial institutions are using “Fintech” – the commonly used nickname for financial technology.
Noble Systems
JANUARY 27, 2019
Analytics Customer Experience Fintech Gamification Workforce Engagement ANALYTICS BANKING CUSTOMER EXPERIENCE CX FINANCE FINTECH GAMIFICATION WORKFORCE ENGAGEMENT WORKFORCE MANAGEMENTIn the current issue of Banking Strategies, published by the Bank Administration Institute, Noble Systems Vice President of Marketing, Lee Allum, explores how banks and other financial institutions are using “Fintech” – the commonly used nickname for financial technology.
Aspect
NOVEMBER 8, 2017
Customer Care Customer Experience Customer Service Uncategorized customer service finance customer service financial customer service interactive voice response IVRDon’t you hate it when you have an urgent customer service matter that requires live assistance? An SMS conversation with a live agent or chat bot won’t cut it, web chat will require too much back and forth typing; and email—well, really?!
Voiance
SEPTEMBER 19, 2018
Best Practices The More You Know Interpretation Language Services privacy security reliability Voiance finance GDPRService providers are legally obligated to protect their clients’ data.
Voiance
NOVEMBER 16, 2018
Average Handle Time Competitive Advantage finance billing cost savings reportsThere are third-party expenses for running any business, such as telecom, electricity, and language services.
Cincom
NOVEMBER 1, 2018
Product Configuration Advanced Manufacturing CPQ/Configure-Price-Quote Customer Relationship Management/CRM Finance Product Management Risk ManagementManufacturers face some financial risk with every product decision they make.
Cincom
OCTOBER 17, 2018
Digital Transformation Cloud/Web-Based Software Finance IT Management Risk Management Sales Operations
Noble Systems
OCTOBER 22, 2018
Gamification 101 APAC AUSTRALIA BANKING CALL CENTRE CES CONTACT CENTRE CULTURE CUSTOMER EFFORT SCORE CUSTOMER-CENTRIC EMPLOYEES FINANCE GAMIFICATION NET PROMOTER SCORE NPS REWARDS
Cincom
OCTOBER 25, 2018
Buyer Experience Sales Performance Advanced Manufacturing CPQ/Configure-Price-Quote Customer Experience/CX Finance IT Management Risk Management Sales Management Sales Operations
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