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In 2026, the real differentiator in banking will not be technology alone, but the ability to combine digital convenience with genuinely human interactions. As remote services become the standard, customers increasingly expect more than seamless transactions in an app. Human-centred service, delivered through smart, connected channels, is set to define the next stage of customer experience in banking.
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Key Digital Banking KPIs to Become Truly Customer-Centric
As a bank, you can use multiple KPIs to measure the effectiveness of your teams and the performance of your procedures. Yet, they are not all equally important—some are much better indicators than others. In this article, we take a look at those that matter the most regarding customer service and customer experience. Which digital banking KPIs should you focus on? Find it out!
How does Co-Browsing work? Use cases and examples
Co-browsing helps remote customer service agents solve customers’ issues effectively. It’s slightly similar to screen sharing, though there is one major difference—in co-browsing, both the client and the agent are in control and can interact with the application or browser. Do you want to learn more? Then, keep reading!
Today’s Wealth Management Client Experience Expectations
The 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 Tool
What 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!