CX in financial services: Tips for creating personalized experiences

Transforming Customer Experience in Financial Services

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The financial services industry has its own customer experience trends and challenges, given its unique regulatory and security requirements.

In this webinar, Appian thought leaders Michael Heffner and Todd Marthaler discuss why some financial institutions struggle to create personalized experiences that drive satisfaction and how new technologies can help leverage existing investments while modernizing contact center CX. They also review:

  • How an integrated view of relevant data helps provide a superior CX
  • What key drivers have the most impact on CX
  • Why omnichannel communication is so important
Vendor:
Appian
Premiered:
Nov 5, 2019
Format:
Multimedia
Type:
Webcast
Language:
English
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