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Our team – Ireneusz Liberacki, Mateusz Wierzbiński, Małgorzata Bąk, Michał Pomykała, Wojciech Pióro, and Alberto Pereira – spent their recent trip to Canada discussing how to meet the needs of diverse customer segments across different business scenarios and within the context of branch requirements. Let’s bring together their observations on how customer expectations in North America differ from those seen in Europe, as well as how bank branches in Canada operate today and the role they play in the modern banking landscape.
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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!
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!
Future Trends in Case Management for Banking Case management in banking is the practice of implementing new technological solutions to improve and accelerate case management work. With numerous emerging technologies, you can naturally expect the trends regarding case management to change…and you are right! In this article, we will look at this more closely—we invite you to read on!
Strategies for Effective Remote Sales in BankingRemote sales in banking are a bit more complicated than offering products in physical branches. On the other hand, with an increasing number of mobile-only customers, selling products remotely is no longer just an advantage—it’s an expectation that banks need to meet. How to do it effectively? You’ll learn that in this article—read on to discover our strategies.