Mastering Modern FI Obstacles:Enhance Service Excellence through Unified Interaction Management

LIVE WEBINAR
Thursday, June 27 | 2pm ET

Duration: 1 hour
Can't make the live date? Register and we'll send you a link to the recording. ‚Äč


Are your customer interactions leaving much to be desired? Banks and credit unions often face the challenge of directing customers to the appropriate channels for issue resolution. A phone call for a matter that could be swiftly resolved via digital chat is a prime example of wasted resources and customer effort.

The solution lies in aligning customer needs with the right interaction type. However, disparate systems make channel switching cumbersome, often requiring customers to resubmit information or restate their issues to different representatives. This inefficiency not only frustrates customers but also leads to lower NPS, reduced efficiency, lack of conversion opportunities, and higher competitive pressure. Join our webinar to discover how Unified Interaction Management can revolutionize your customer service. Learn to develop "interaction strategies" that ensure every customer has a seamless and efficient experience, every time. Our expert panel will explore:

  • Unified Interaction Management Explained: Understand the framework and its impact on customer service.
  • AI and Automation Capabilities: Discover how advanced technologies can enhance customer experience and operational efficiency.
  • From Channel Strategy to Interaction Strategy: Learn how to transition and optimize your approach for superior service delivery.
 

SPEAKERS

Hank Brigman
President, Chief Experience Officer
Customer Experience Strategies, Inc


Dan Michaeli
Co-Founder & CEO
Glia


Rick DeLisi
Lead Research Analyst
Glia

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