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Digital transformation in financial institutions is an ongoing journey rather than a one-time project. Core system replacements often span years, all while banks must operate without interruption and cannot afford downtime. Could anyone imagine halting banking operations even for an hour – let alone for weeks? In such circumstances, every technological decision becomes a strategic […]
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Today’s Wealth Management Client Experience ExpectationsThe client expectations regarding wealth management are much different nowadays than they were just a few years ago. It all goes down to the fact that the industry is currently undergoing the Great Wealth Transfer—the transition of assets from Baby Boomers to Gen X, Millennials, and, to a lesser extent, Gen Z. So, what are today’s expectations and how to manage them? Read this article to find out more about it.
Training and Empowering Your Remote Sales Team in Banking
The era of the COVID-19 pandemic has strengthened the trends that were already growing on us, like remote work. However, it also affected the clients, many of whom already preferred digital channels and then switched to them completely. This called for the creation of remote sales teams in many industries, including banking. But how do […]
Unified Agent Desktop – elevate your customer service experience
Centralizing customer data into a single, real-time dashboard enhances efficiency and satisfaction by providing agents with easy access to all necessary information. Coupled with real-time analytics, this setup empowers agents to offer personalized recommendations and proactive communication, fostering loyalty and trust.
Key Features to Look for in a Workflow Management ToolWhat are the key features you need in a workflow management tool for banking? Customization (preferably no-code), third-party integrations, mobile friendliness, notifications, excellent customer support, automation, and being cloud-based. Why? Find it all out in this article!
Key Features of User Management Tools for BanksWhat are the key features that user management software for digital banks should have? Firstly, it should include data integration to acquire and store information from other systems. Secondly, it should include AI algorithms that can use historical data for the sake of analytics. Thirdly, it needs to have automation functions, to streamline the processes and boost productivity. What else should it have? Find it out in this article!
Improving Customer Service through Effective Case ManagementWith tons of workflows that you need to manage, customer requests, AML regulations, transactional data, and anti-fraud measures, achieving operational efficiency becomes extremely difficult. And without it, your customers suffer from longer wait times and slower customer service. Thankfully, you can battle this with effective case management. How will it help you? Find it out in this article!