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Best Practices for the IT Change Request Process
...can adversely affect your customers. Preventing a negative customer experience requires skilled change management as well as an ability to identify and mitigate risks in a timely manner. Talented change...
3 Case Management Automation Use Cases
...cases for case management automation. These include things like HR lifecycle management, regulated cases in banking, and customer-focused cases like insurance claims. To better understand the potential uses of case...
How to Evaluate Workflows by Flowcharting
...entire sales cycle Plot customer registration flows Organize a PR plan in the case of an emergency Convey research processes Manufacturing: Convey the chemical and physical components of a product...
Adecco Colombia
Adecco Colombia accelerates its customer experience, reduces customer support costs, and improves its overall security by automating core service operations using ProcessMaker via AWS....
How to Prepare Your Bank for Gen Z
...as customer service goes, Gen Z still wants traditional options. When it comes to call centers, banks need to ensure they are offering top-notch customer service online but also use...
Case Management in Banking
...business processes. Traditional case management in banking focused on resolving customer-focused issues. Typical cases have included things like fee disputes and customer service complaints. As technology has improved and banks...
10 Marketing Automation Examples
...customer is just as excited, a welcome email can lead to clicks and opens. With email workflow automation, you can welcome every new customer without fail and build upon all-important...
Decision Model and Notation (DMN) Tutorial
...approval. A customer submits a loan application through a self-service portal. An automation routes the application through a background check system. The customer is red-flagged within the verification system. The...
How Conversational AI Really Works
...customer assistants connect a customer directly to business services without human interaction. These include custom assistants on business websites, branded apps, or social messaging apps to order a pizza or...
The Biggest Automation Trends Happening in E-Commerce
...more time improving the customer experience by using their strategic and creative abilities. If you are already paying too much time on repetitive and time-consuming processes, it’s a positive indicator...
6 Reasons Why the iPaaS Market is Exploding
...general answers that the AI-powered bot provides adequately address the customer’s issue. The bot connects the customer to your customer service team. But your team does not have access to...
Chatbot Orchestration at Scale
...the entire chain of events that occurs from the time a customer submits a claim until it is validated, approved, and paid. Inevitably, a claim is made when a customer...
KYC in Banking: Collecting the Right Information While Maintaining Customer Experience
...led to sweeping changes in the banking industry, and many banks are still struggling to integrate these changes into their customer journey in a seamless and user-friendly way. Today, banking...
Best Practices for New Client Onboarding
...in the following: Customer turnover is reduced: The first 90 days of a customer’s onboarding are the most churn-prone. Begin cultivating relationships with your consumers immediately and demonstrate your value...
Increasing Automation in the KYC Process
...due diligence, or CDD. This process aggregates customer behavior to try and predict a customer’s conduct. When things go off the game plan, systems can quickly raise a red flag...
Going Digital in Bank Customer Onboarding
“Enhancing the client experience” ranks as a top strategic priority for 83% of banking professionals. But in banking, there’s more to consider beyond sheer customer satisfaction. This highly regulated sector...
Top Trends in Banking & Finance
...insight on how to improve the customer experience. In the end, data needs to lead the charge not only in marketing efforts but have a direct positive impact on customer...
Why UX Should Be at the Heart of Digital Transformation
...up to 400%.” For banks, the ROI of UX was solely dependent on collecting and acting on customer feedback, a critical piece in any customer experience strategy. SalesForce conducted an...
Saving Time and Money With Approvals via Email
...on customer convenience, you can increase customer satisfaction and drive new business. Approvals via email digitize the customer journey How does your team currently check in on a case status?...
5 Examples of Case Management Goals and Objectives
...For example, improving customer satisfaction ratings through specific strategies and methods for tracking progress can help ensure clear, quantifiable objectives in customer service initiatives. The customer service agent or case...
5 Features of Banking Process Workflows
...bank processes are time consuming, lead to poor customer experiences, and are prone to human error. For instance, traditional account opening and customer onboarding processes require employees to collect large...
Digital Transformation in Banking
...the smooth, streamlined experiences that lead the list of customer expectations? Digitally transform the customer experience A major digital transformation requires a crystal clear view into the entire customer journey....
6 Key Factors to Success in Digital Process Automation
...enables end-to-end automation. 3. Go frictionless Front-end customer experiences can make or break your company’s reputation. As such, it’s imperative to deliver relevant customer experiences consistently. At the same time,...