CX Checklist

What Financial Services Firms Can Do Now to Reduce Queues and Meet Customer Needs

Focus on the fundamentals


Financial services companies face extraordinary challenges in the wake of the COVID-19 outbreak. Unemployment claims have reached historic levels, forbearance requests are soaring, and call volumes are surging.

Banks and other financial services companies can both mitigate current impacts to the customer experience and build resilience by acting now to identify short- and long-term strategies. Find out how to address immediate customer needs and prepare for the future.

Take a look at our checklist for:

  • Top rapid-response strategies for managing volume surge
  • Best practices for building capabilities in a rapidly changing environment
  • What's needed to reimagine the customer experience in a post-COVID-19 world
  • Key questions to ask potential CX partners

Download our checklist to learn how to meet your customers' needs today and forge stronger ties in the future.

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