A sudden shift to digital-first engagement and remote work arrangements has put customer service transformation on a new trajectory – one fueled by customer behavior, industry dynamics, workforce needs, and improved technology.

While 81% of customers attempt self-service before seeking further support, just 27% think the financial services industry hits the mark. So, banks and other providers arguably have the most to lose and the most to gain by connecting channels, business processes, and customer data points to improve service efficiency and boost customer satisfaction.

Download the playbook to learn about how to deliver customer support that is seamless, personalized, and always accessible. You’ll read about:

• FinServs’ unique challenges and opportunities
• How to respond to changing customer preferences
• How to improve recruiting, productivity, and engagement on service teams
• The keys to connecting processes and people

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