Aberdeen Report: Customer Operations in Financial Services

Financial services firms are facing a changing set of customer service demands. It's hard to keep up with this pace of change, and to deliver service with speed, in a way that builds brand loyalty. What are the first steps toward creating flawless, cost-effective service execution?

We recently partnered with Aberdeen to understand the role of customer operations in FSIs, and I would like to share this new research with you. Customer operations in Financial Services: How to maximize client value & optimize efficiency details the findings from Aberdeen’s 2021 survey of 218 financial firms, highlighting best in class customer operation programs.   

You'll gain insight into:

  • What high priority items are financial services firms focused on within Customer Operations?
  • To what extent can improvements in Customer Operations drive overall business performance?
  • What are the key activities and technology enablers being considered?



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