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Acquiring Customers and Expanding Relationships with Referrals

Describes how Connects referral capabilities, embedded part of the sales and service [...]

By |2025-01-17T14:50:56+00:00January 17, 2025|Financial Services, Omni-Channel Delivery, Acquisition, Role of the Banker, Sales Management|Comments Off on Acquiring Customers and Expanding Relationships with Referrals
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Best Practices to Strengthen Your Customer Experience Strategy

Key takeaways from the 2024 Financial Brand Forum conference and [...]

By |2025-04-03T14:20:52+00:00August 2, 2024|Financial Services, Customer Experience, Omni-Channel Delivery, Recent Insights|Comments Off on Best Practices to Strengthen Your Customer Experience Strategy
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Defining “Digital” as a Strategic Competitive Advantage

Strategic definitions place “digital” as a competitive differentiator engaging consumers [...]

By |2023-07-10T14:41:39+00:00June 26, 2023|Financial Services, Omni-Channel Collaboration, Omni-Channel Delivery, Recent Insights|Comments Off on Defining “Digital” as a Strategic Competitive Advantage
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ARGO Drives Customer Engagement Transformation for Financial Institutions

ARGO Connects enables financial institutions to implement an automated, Omni-channel, customer-centric delivery [...]

By |2023-07-10T14:41:35+00:00March 22, 2023|Financial Services, Omni-Channel Collaboration, Customer Experience, Omni-Channel Delivery, Lending, Acquisition, Service, Customer Engagement, Sales Management|Comments Off on ARGO Drives Customer Engagement Transformation for Financial Institutions
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