A guide to customer experience for financial services

Obviously, customer experience has taken on new definitions in the past few years with AI, automation, RPA, chatbots, bespoke solutions, digital tools, and more. Financial services firms often want to outsource their customer experience work to save on cost and find new value, but they must outsource it in a way where all deliverables are met and the customer experience remains quality at scale. How do you find this? What does a financial firm need?

And what boxes can Conectys help you check?