Improving the call experience for financial services communications

Improving_the_call_experience
For customer outreach to succeed, financial services organizations need higher quality intelligence and execution to drive engagement across channels. Phone calls still play an important role in communicating with customers and are often used first to address urgent or highly sensitive customer concerns. However, customers are now skeptical of calls from unknown numbers due to the substantial increase in robocalls or other fraud, scam, and caller-id spoofed calls.
Watch Now

Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

OTHER ON-DEMAND WEBINARS

Universal Banker: SWARM Banking & Branch Transformation

Western Bankers Association

A holistic service approach that focuses on the customer experience can drive efficiency through the entire organization. Extraco’s SWARM Banking™ is more than a cross training, rotation, and technology method used to create a successful universal banker in this new bank era. In this webinar, discover a proven methodology with measurable results.
Watch Now

Beyond AP Automation: How AI and Analytics Unleash the Power of Finance Data

iofm.com

The cost savings from AP automation are proven and compelling. But advanced accounts payable technologies such as analytics and artificial intelligence can help organizations achieve even greater cost savings and strategic benefits by unlocking powerful insights into working capital and spending.
Watch Now

EMBEDDED FINANCE: BEYOND BUY NOW AND PAY LATER

thefintech.info

Embedded finance is the seamless distribution and integration of financial products into existing services offered by non-financial brands during the most relevant part of the user journey. Over the last 36-months, Buy Now Pay Later (BNPL) has experienced incredible growth and showing little signs of slowing down – it’s valued at over $4billion and growing.
Watch Now

Opening Fiduciary Accounts

Bank Webinars

From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won’t want to miss this special webinar.
Watch Now

Spotlight

This election year will have a significant impact on long-term indirect tax rules, rates, and risks. More immediately, federal, state, and local tax policymaking, fiscal conditions, and technological disruptions will muddle the short-term indirect tax environment in the United States. This white paper will cover the important tr

resources