Overcoming the 5 Things People Hate About Financial Services Communications

These are often critical moments in which financial services organizations will either win or lose someone’s business. Yet most have left their call centers and customer service teams ill-equipped to address these critical situations.The pandemic sent most financial services organizations scrambling to meet most — if not all — customer needs via digital channels. As a result, marketing and service teams have leaned heavily on chatbots and automated responders. While these tools work well...
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