How to level up your contact center maturity in financial services

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Presented by

Lisa Culbert, AWS Practice Marketing Manager, TTEC Digital + Jordan Mohler, Principal Product Demo Architect, TTEC Digital

About this talk

Across industries, customers are encountering new and powerful ways to engage with businesses. And with each positive experience, their expectations evolve for all future interactions. This “last best experience” phenomenon has big ramifications for every business. Failure to meet these rising expectations can be disastrous for brand reputation, customer retention, and market competitiveness. Today, the leading customer experiences in financial services are defined by channel-rich, AI-enabled customer experience hubs. These hubs include omnichannel capabilities, automation, self-service tools, data-driven analytics, and more. While the vision for CX is clear, achieving this end state can feel far more complicated. At TTEC Digital, we’ve guided hundreds of financial services organizations through four key levels of contact center maturity on their way to achieving their CX and business goals. Join our live interactive event on Wednesday, August 14 at 12 p.m. CT to learn our tried-and-true approach to advancing CX maturity. Throughout the event, live polling will help you identify maturity gaps within your organization and compare them with your peers in financial services. Topics we’ll address: • Compliance and basic telephony • Integrations and channel expansion • Self-service, automation, content management, and data-driven decision-making • Business transformation with AI
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At TTEC Digital, we believe the conversation — where a customer directly engages with your brand — is the most critical moment in the customer journey. In that moment, the experience can deepen a customer relationship, or damage it forever. That’s why TTEC Digital is singularly obsessed with optimizing customer experience (CX) at the point of conversation. These conversations, and the contact center technologies that support them, are inseparable. We've built content to help viewers apply powerful technology and proven CX strategy together.