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Category: Customer service

CPIs in digital banking: evaluate your organization’s performance through the customer’s eyes

Adopting CPIs could put customer-centricity at the core of your digital banking business. Help your organization ensure that customer needs come first.
Customer Experience, Customer service, Industry Trends

Help first, sell second: how financial education can become your next best digital marketing tool

With targeted online ads being restricted by Google and Facebook, could financial education represent a powerful alternative for digital marketing?
Customer Experience, Customer service

How to develop a truly digital customer-centric financial organization

What does it mean to put the customer first in today’s world? Here’s how to humanize the customer experience and foster trust in financial services.
Customer Experience, Customer service

Financial services for Millennials: 5 customer service tips

Financial services should follow future-forward practices that factor in the demands of Millennials.
Customer Experience, Customer service

Best signature software for digital banking and insurance

To be secure and compliant, electronic signature software must meet with ESIGN and UETA requirements.
Customer Experience, Customer service