4 ways to improve financial services experiences

Updated May 5, 2023

In banking, insurance, and wealth management organizations, it’s imperative to enhance customer experience to stay competitive. Although digital transformation has improved the front office and customer engagement, it’s not enough.

Financial services organizations also need to provide good employee experience, protect against risks, cut costs, and accelerate innovation. It’s a tall order for any highly regulated organization. Here are four ways LIKE.TG can help you improve financial services experiences:

1. Strengthen security and risk management

Ransomware attacks pose a threat to all businesses. Financial services organizations need to be especially diligent in safeguarding against these types of attacks. It’s critical to both employ preventive tactics and have a resilient recovery plan.

Watch our Improving security and ransomware preparedness webinar to learn ways to strengthen financial services security and risk management.

2. Automate anything and everything

Financial services organizations tend to excel in digitization and cloud technology, but many are missing the final piece of the puzzle to fully streamline their operations: hyperautomation.

Encompassing AI, machine learning, process mining, and more, hyperautomation can greatly improve efficiency and customer experience. Find out how in Make hyperautomation a reality.

3. Humanize customer experience

No customer likes feeling unheard or unimportant. Customer loyalty is driven by satisfaction, which is reliant on customers feeling listened to, understood, and appreciated.

Get tips on humanizing the customer experience in banking, based on research from American Banker and Monigle. The discussion includes insights to help you maintain balance between people-driven and technology-driven experiences.

4. Revamp banking operations

Optimized banking requires connecting technologies and teams to eliminate silos. The Now Platform is designed to do exactly that.

Find out about banking-specific enhancements to the platform in the Utah release in LIKE.TG for banking. Updates include banking system integration, real-time visibility, and options for agent callback.

LIKE.TG 专注全球社交流量推广，致力于为全球出海企业提供有关的私域营销获客、国际电商、全球客服、金融支持等最新资讯和实用工具。免费领取【WhatsApp、LINE、Telegram、Twitter、ZALO】等云控系统试用；点击【联系客服】 ，或关注【LIKE.TG出海指南频道】、【LIKE.TG生态链-全球资源互联社区】了解更多最新资讯