Financial services: Embracing a new service model for the digital world

eBook: Financial services – embracing a new service model for the digital world

21st December 2022

Download now!

Salesforce The rapid shift to digital-first engagement and remote work has launched customer service into a new era.

This trajectory is only accelerating as a host of factors – including customer behaviour, industry dynamics, workforce needs, and technology trends – simultaneously require and support service organisations in rolling out new strategies and systems.

Customers still value knowing they can speak with human representatives. At the same time, increasingly, they prefer self-service options, whether it’s through intuitive features on a mobile app or targeted questions with sophisticated chatbots. No matter how they connect, today’s customers expect their experiences to be seamless and cohesive across channels and lines of business.

Digital transformation has impacted every industry, but it’s particularly imperative for financial services. While the industry has kept pace on basic servicing requests, it has been slower to adopt a digital-first model for more complex requests. Consequently, just 27% of customers think the financial services industry provides great service and support, according to a Salesforce survey.

Download this free eBook to learn how to deliver customer support that is seamless, personalised, and always accessible.

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