What does today's customer expect from financial services companies?
Posted: Mon Dec 09, 2024 10:12 am
Ease of use and transparency are the main reasons why customers switch to other financial services providers.
As customer needs continue to evolve, financial services companies face increasing challenges: not only must they keep up with the changing demands shareholder database of their users, but they must also be able to respond appropriately. To achieve this, it is essential to know what consumers expect from their financial services providers.
Staying ahead of your competitors today requires not only offering a safe and efficient service, but also knowing how to create a quality experience that exceeds customer expectations. This requires a good customer service team and an intelligent automation system that can be implemented in the customer experience management strategy.
In this article, we will explore the key factors that influence consumer attitudes towards financial services companies. We will also identify opportunities to improve customer relationships and transform their experience.
Who is the connected client?
At redk we are experts in connected customers.
The connected customer is looking for an efficient, reliable, easy-to-use financial system with 24-hour customer service.
Our collaboration with TIME Investments
Recently, the redk team has worked with TIME Investments , an investment management company specialising in carefully selected products aimed at stable long-term profitability. Immersed in a process of digital transformation to move to a customer-centric business model, the company needed a new data strategy and a system that would connect internal teams working directly with users.
The transformation project involved implementing Salesforce CRM technology in four business areas: Sales, Account Management, Marketing and Customer Service. Drawing on over 15 years of experience, we helped them understand their customers' new demands and use Salesforce to respond to them. As a result, TIME Investments is now ready to meet its customers' expectations and achieve the company's goals.
Let’s take a closer look at what new connected customers are demanding from financial services organizations and how you can use customer feedback to implement changes in your business.
Ease of use
To meet the needs of digital customers, financial services firms of all types are prioritizing the use of user-friendly technologies and clear processes.
Last year, our technology partner, Salesforce , published a study on the future of financial services that included the trends with the greatest impact in the banking, insurance and capital management sectors.
As customer needs continue to evolve, financial services companies face increasing challenges: not only must they keep up with the changing demands shareholder database of their users, but they must also be able to respond appropriately. To achieve this, it is essential to know what consumers expect from their financial services providers.
Staying ahead of your competitors today requires not only offering a safe and efficient service, but also knowing how to create a quality experience that exceeds customer expectations. This requires a good customer service team and an intelligent automation system that can be implemented in the customer experience management strategy.
In this article, we will explore the key factors that influence consumer attitudes towards financial services companies. We will also identify opportunities to improve customer relationships and transform their experience.
Who is the connected client?
At redk we are experts in connected customers.
The connected customer is looking for an efficient, reliable, easy-to-use financial system with 24-hour customer service.
Our collaboration with TIME Investments
Recently, the redk team has worked with TIME Investments , an investment management company specialising in carefully selected products aimed at stable long-term profitability. Immersed in a process of digital transformation to move to a customer-centric business model, the company needed a new data strategy and a system that would connect internal teams working directly with users.
The transformation project involved implementing Salesforce CRM technology in four business areas: Sales, Account Management, Marketing and Customer Service. Drawing on over 15 years of experience, we helped them understand their customers' new demands and use Salesforce to respond to them. As a result, TIME Investments is now ready to meet its customers' expectations and achieve the company's goals.
Let’s take a closer look at what new connected customers are demanding from financial services organizations and how you can use customer feedback to implement changes in your business.
Ease of use
To meet the needs of digital customers, financial services firms of all types are prioritizing the use of user-friendly technologies and clear processes.
Last year, our technology partner, Salesforce , published a study on the future of financial services that included the trends with the greatest impact in the banking, insurance and capital management sectors.