4 Actions for Building a Self-Service Dominant Mindset in Financial Services
Create your competitive advantage with a world-class self-service experience.
Your self-service portal could become your biggest differentiator. A differentiator that delights clients, keeps them loyal, and transforms them into advocates for your institution. Register for the free, live training to discover exactly how you can create a world-class self-service experience, plus…
- Key metrics you have to monitor to increase self-service success. The numbers can be hard to understand if you don’t know what you’re looking for. But Sundip will get you up to speed so you can wow even the savviest data-minded folks in your organization…
- Do you have clients in their 60s+ who still want to “talk to a real person” when they have a problem? Do this when building out your self-service portal to overcome that point of friction in their experience…
- Personalization is one of the most important aspects of self-service because it reduces customer effort. Thankfully, Devin is an expert when it comes to personalization in financial services. All you have to do to hear his advice is… register!
Devin Poole
Senior Product Marketing Manager
Sundip Pradhan
Solution Architect
