As a technology leader in the fintech industry, I’ve observed that the key to a successful fintech platform is its ability to serve and retain its customer base. In this blog, we’ll delve into what fintech companies can do better,…
Tag: Financial Institutions
A Guide to Customer Success in Fintech
Posted in How To, IT, Metrics, Success Tagged with: Customer Success, Financial Innovation, Financial Institutions, Fintech, Metrics, NPS
Embracing Omnichannel with a CRM for Financial Institutions
Omnichannel Platform and Its Importance for Financial Institutions An omnichannel platform is a customer-centric approach that integrates all channels to provide a unified and consistent experience whether customers are at a physical store, using an app, or on a website.…
Posted in Uncategorized Tagged with: CRM, Engagement Metrics, Financial Institutions, Omnichannel, Self-Service
