In the fintech space, we focus a lot on the complicated functions of credit adjudication, customer account management, contract and document management, invoicing, and payment processing. However, before any of those activities happens, we have to sell a financial product to a potential customer. When we talk about selling, most people think about selling stuff (cars, […]
Support teams of the future are tightly integrated with Marketing and Sales. Data is the glue that binds the three functional areas together. The integration of Support with other customer facing functionality is a logical extension of the drive to deliver a great Customer Experience. Most customer interactions with support are caused by a problem […]
It’s time to take a different approach to the classic wine and dine. How do you form meaningful relationships with your customers in the digital age?