Financial advisors, planners, and associates need to be responsive and connected to keep their clients happy. Whether discussing a financial product with existing or new customers, Ooma Office helps them manage their calls better while working from anywhere and reducing their monthly costs. Financial services advisors, agents, and team members stay connected to customers. When…
The changing state of financial services Evolution of banking Over the past decade, changing consumer behavior paired with digital transformation has reshaped the financial services industry. More consumers have shifted from in-person transactions to online or mobile banking. With emerging fintech companies in the market, the closure of brick-and-mortar branches hit a new record in…
The financial services industry has long held a reputation of being traditional and conservative, largely due to the security and regulatory guidelines under which it operates. Yet, being conservative and reactive aren’t the qualities you need to improve the customer experience. On the contrary, your organization needs to be agile and responsive to a changing…
8 solutions to creating more delightful customer experiences Leveraging data and the cloud to modernize, personalize, and grow Customers expect a flexible and personalized financial services experience that provides digital, seamless, and autonomous interactions with their banks, wealth managers, payment platforms, and insurance companies. To meet these evolving customer expectations, financial institutions need data and…
