The role of customer operations in Financial Services

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Presented by

Omer Minkara of Aberdeen, Tammi Shapiro of ServiceNow, & Mike Sisk of American Banker

About this talk

Financial services firms are facing a changing set of customer service demands. It's hard to keep up with this pace of change, and to deliver service with speed, in a way that builds brand loyalty. What are the first steps toward creating flawless, cost-effective service execution? Industry experts discuss key findings from Aberdeen’s recent survey of 218 financial firms and hear real world examples of how firms are driving their CX objectives within strict regulatory requirements while augmenting their customer operations activities for success. You’ll gain insight into: - What high priority items are financial services firms focused on within Customer Operations? - To what extent can improvements in Customer Operations drive overall business performance? - What are the key activities and technology enablers being considered? Speakers Omer Minkara, Vice President & Principal Analyst with Aberdeen, and Tammi Shapiro, Head of Product, Financial Services at ServiceNow, discuss the building blocks needed as financial firms strive to maximize client value.
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