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Transforming Customer Experience in Financial Services

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Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). 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.

Watch this webinar to learn:

  • How an integrated view of relevant data empowers agents to deliver superior customer service
  • What key drivers have the most impact on CX
  • Why omni-channel communications are so important