FINANCIAL SERVICES SPECIAL REPORT
CCW market study on the financial CX trends, featuring TTEC
Digital transformation has been formative in the finance and insurance spaces — industries that relied so heavily on in-person communication and relationship building have quickly evolved to provide highly sophisticated, technology-driven experiences.
Get this CCW market study to learn the distinct CX challenges brands are facing in the finance and insurance spaces and how innovative solutions and technology can help companies support customers throughout their journey.
Invest in serving the modern financial customer
What sets the finance and insurance industries apart from other innovative companies working to deliver tech-driven CX is their inherently human-centered products. They must work to not only improve the everyday user journey, but also support customers as they engage in life changes, manage personal challenges, and deal with emotional concerns. Key considerations explored in this report include:
- The personal connection customers have to financial brands
- Labor shortages that hinder agent development
- How to optimize tech for next-generation CX
- What it takes to balance security and CX
- How to train associates for continuous improvement