Financial services companies are often rife with ad hoc workflows established to solve a particular task that is ultimately performed inconsistently
I would argue that managing all of this customer-centric content is a prerequisite for providing truly customer-centric customer service. Recently, we’ve seen a wave of clients trying to figure out their profile and preference strategies
It’s CCM functionality that’s particularly critical for organizations in financial services and insurance
Banks, credit unions and other financial services institutions lag well behind other industries in taking steps to improve efficiency, decrease wait times and generally speed up processing times
And if you have 2,000 service representatives, or 500 nurses, or 15,000 independent sales agents in the field, the incremental costs will be nominal
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