Customer Service Playbook for Financial Orgs | ServiceNow

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5 Steps To Digitally Transform The Client Experience

Proactive, connected, and innovative solutions for customer service management

The existence of every financial services organization ‑ from banking to insurance ‑ hinges on a single must‑have: relationships. If a client or prospect doesn’t know you, like you, and trust you, your company won’t be around for long.

Proactive and connected customer service management is essential in the battle to obtain and retain customers and pays off in many ways. But choosing a comprehensive solution with the right components for your needs — case management, self‑service, automation, field service, knowledge management — can be complex.

Read this ebook to learn more about:

The limitations of customer relationship management (CRM)
How self‑service can reduce case volume
Resolving current and preventing future issues for your customers through automation

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