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Top 5 Business Phone Systems for Banking and Finance

Hodusoft

What to look for in a business phone system for banking and finance? What to look for in a Business Phone System for Banking and Finance? Scalability: A VoIP phone system eases scalability for banking and finance businesses. Security: In the banking and finance industry, security is a top priority.

Finance 52
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CEMs vs. CRMs (And Why You Need Both)

PeopleMetrics

Customer Experience Management (CEM) and Customer Relationship Management (CRM) are the same, right?”. While it may be true that at their core, both systems revolve around the key interactions a customer has with your brand, CRMs and CEMs serve distinctly different purposes and operate from two contrasting angles.

CEM 84
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B2B customer service: What it is and how to do it right

Zendesk

Here’s how B2B providers from three sectors approach customer service. B2B finance companies operate in a highly regulated industry with strict rules about how their products and services are used and marketed. For that reason, customer service teams need to be very knowledgeable about the ins and outs of the finance world.

B2B 98
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Navigate CFPB Rulings, Compliance, and Vehicle Repossessions with IDP

Lightico

The auto finance industry in particular, with its high-volume sales, dealership networks, and a highly securable and movable asset, faces mounting challenges, ranging from stringent compliance requirements enforced by the CFPB to the complexities of loan servicing, strict documentation, and vehicle repossession processes.

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Getting Back to the Basics of Customer Success

ClientSuccess

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. Understand how each stage of the customer journey impacts the customer.

Finance 88
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3 Tips For Leveraging CRM For Your Post-Sales Cycles

ClientSuccess

In the past decade, CRMs have revolutionized customer relationships. From tracking prospects to recording sales interactions – teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients?

CRM 75
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Why should you move from Legacy PBX to Modern Contact Center Software?

Hodusoft

The one point every business harping upon over the last two years unanimously is customer experience. Any customer service leader will tell you that customer experience has always been a second fiddle— the lowest rung in the rank of elites among sales, marketing, and finance. Automation to save time .