Teams | Collaboration | Customer Service | Project Management

July 2022

How Does Investing In AI Pay Off In Your Financial Services CX?

Today, nearly 9 in 10 Americans use digital apps and services to manage their finances – a 52% growth rate from 2020. Along with this digitalization of financial services, the unbundling of services and a shift from working with one bank to using various apps and services for different financial needs is on the rise.

How to Win Back Frustrated and Unhappy Customers

No matter how great your products or services are, some customers are bound to run into problems. That’s an unavoidable truth of business — but you can still avoid losing unhappy customers by dealing with them in the right way. Interactions with your support team can make all the difference in how your unhappy customers behave. A negative interaction could lead them to write off your company forever, while a positive one could convert them into a loyal customer for life.

7 Customer Journey Map Examples Across Industries

If you’re an avid Agatha Christie fan, you’ll notice the rough sketches and maps that the author adds to recreate the murder scenes. The courtyard, bedrooms, and living room are all mapped to help the reader visually reconstruct the happenings of the ominous day. The author is also content, knowing that the readers are in step with her as she takes them along the journey to solve the mystery.

10 Best Customer Onboarding Strategies for SaaS Businesses

It shouldn’t come as a big surprise that a positive customer onboarding experience ensures that your customers feel like they made the right choice by picking your product or service from the first moment they start using it. It also, eventually, helps you retain them. But what does customer onboarding mean, and what are the must-have strategies to make the process hassle-free for your prospects and customers? Read on.

Best Customer Service Management Examples: Improving the Customer Experience

In a world where customer service has become increasingly important. It's more vital than ever to have a customer service management strategy in place. Using a customer service management platform makes the difference in how customers can connect to your brand. In fact, 95% of customers said that quality customer service makes them feel more connected to a company.