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PDF | 4 Pages

Why banking needs to put service first

Financial institutions have been struggling to create an account-centric view of the customer. But in today's world, this isn't enough. It’s crucial to understand what customers need and respond to them proactively, in a way they find acceptable.

So, how do you create positive customer service experiences that not only make people happy, but also help drive long-term, profitable relationships?

Read more about how to take a proactive, personalized approach to customer service.

Download the guide