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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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What is a proactive approach in banking?What is a proactive approach in banking? This refers to an organization-wide approach in which you try to understand your customers, identify their needs and future problems as soon as possible, and tackle them early on. The proactive approach gained popularity in finance, as it comes with a plethora of benefits. What are they, and how to become a proactive bank? Find it out in this article!
5 Ways to Improve Customer Engagement in Banking
How to improve customer engagement in banking? You need to be faster, better, and more personalized. Moreover, you need to become a proactive bank—an organization that tackles customer problems before they occur. In this article, we will present you with a list of the best strategies to improve customer engagement in your bank—we invite you to read on!
How to Improve Customer Service in Banking?Do you want to deliver positive customer experiences? To become an industry leader known for its impeccable approach to the clients? Then, you need to know how to improve customer service in your banks. We prepared our tips and effective strategies for you in this article, so… read on and learn more!
How does Co-Browsing work? Use cases and examplesCo-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 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.
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.