Financial Services
Preference for handling everyday transactions digitally is as high as about 60-85% across Europe. (McKinsey)
of CFOs say they intend to increase investment in digital capabilities. (Gartner)
Mobile banking gains popularity. 89% of US respondents say they use mobile banking channels (InsiderIntelligence)
New innovations keep disrupting the financial market. Fintech, cryptocurrency, new payment methods, and communication channels.
Offer effortless, secure experiences, while staying compliant.
Financial services need to provide a holistic human experience to truly succeed in the digital age. Put the customer first, deliver a personalized experience and build trust.
Self-service has proven to be successful in banking and the financial sector. Service at your fingertips: fast & safe. Checking your balance, changing a password, or even applying for a loan.
Customers want to reach you via the channel they prefer. Via SMS, WhatsApp, Voice, Apple Messages for Business, or any other channel.
Florius uses chatbot Robert to provide customers with personalized ideas and insights into making their homes greener
With a rapidly growing customer base, Radius chose two-way SMS and WhatsApp to keep its customer service on the right track and stay in touch with its mobile customers.
Onlia uses a Conversational AI chatbot to service customers in an always-on capacity, while maintaining a human touch
Keep your business and customers secure. Authenticate, login, and confirm identity safely and easily.
At CM.com, we take security very seriously and are compliant with the highest security standards.
Customer service interactions are make-or-break moments. In financial services, customers only contact you when it's really necessary. Make sure you help them in the best possible way.
Trust is key in Financial Services. Therefore, a personal relationship with your customers is highly valued. Explore how this can be achieved in Marketing & Sales.
Technology should work for people, not against them. Streamlining your operations will help you live up to customer expectations.
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