Transforming the Customer Experience in Financial Services

Rapidly changing customer expectations and needs, new competitors, and increasing regulatory pressures are the new normal in Financial Services. To survive and thrive in this ecosystem, you must be prepared for whatever the marketplace throws at you by using solutions for customer relationship management (CRM), social engagement, customer insights, and other modern, digital capabilities in concert to reach new customers and build enduring loyalty.

We explore customer experience transformation in Financial Services with industry experts from Forrester, Microsoft and PowerObjects. Specific topics include customer service trends in Financial Services, technology innovation and solution implementation best practices for meeting today’s customer demands. We will share real world experiences in how leading financial services organizations are using Microsoft technology to innovate and drive better customer service outcomes.

Somewhere Over the Rainbow, Dreams Come True: Creating the Perfect Omni-Moment Experience for Your Customers

Once you have an onmi-channel experience for your customers, how can you make it even better? Join PowerObjects for a webinar on how you can use omni-channel and Dynamics 365 to create the perfect omni-moment.

Omni-moment experiences happen when customers experience service via multiple channels in one interaction. Starting with a web submission to a chat bot and on to a knowledge base or call centre call, we’ll demonstrate how customers can achieve resolution with a demo of this scenario and the components needed to get it done within your organization.

Ask the Wizard: What is Omni-channel and how Does it Apply to Your Customer Service Strategy?

[vc_row full_height="yes" equal_height="yes" content_placement="middle" bg_type="image" parallax_style="vcpb-default" bg_image_new="id^75066|url^https://powerobjects.com/wp-content/uploads/2015/03/randyipad_dblue.jpg|caption^null|alt^Gated Webinars|title^randyipad_dblue|description^null" bg_override="ex-full" parallax_content="off" fadeout_row="off" enable_overlay="enable_overlay_value" overlay_color="rgba(0,0,0,0.68)" overlay_pattern="02.png" overlay_pattern_opacity="30" overlay_pattern_attachment="fixed" seperator_enable="off" css=".vc_custom_1517000235184{margin-bottom: 0px !important;padding-top: 35px !important;padding-bottom: 35px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3" css=".vc_custom_1475171181163{background-position: 0 0 !important;background-repeat: no-repeat !important;}"][vc_row_inner][vc_column_inner][ultimate_heading main_heading="Webinars on Demand" heading_tag="h6" main_heading_color="#f68a1e" sub_heading_color="#ffffff" alignment="left" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:Open Sans|font_call:Open+Sans|variant:300" sub_heading_font_family="font_family:Montserrat|font_call:Montserrat|variant:700" sub_heading_font_size="desktop:50px;" sub_heading_style="font-weight:700;" margin_design_tab_text=""]

Ask the Wizard: What is Omni-channel and how Does it Apply to Your Customer Service Strategy?

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Fill out the form below to view the webinar

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[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width="1/6"][/vc_column][/vc_row][vc_row el_class="webinar-desc" css=".vc_custom_1479756979665{padding-top: 30px !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3"][ultimate_heading main_heading="Ask the Wizard: What is Omni-channel and how Does it Apply to Your Customer Service Strategy?" heading_tag="h4" main_heading_color="#000000" sub_heading_color="#ffffff" alignment="left" spacer="line_only" spacer_position="bottom" line_height="5" line_color="#f68a1e" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:|font_call:" sub_heading_font_family="font_family:|font_call:" sub_heading_font_size="desktop:36px;" line_width="100" spacer_margin="margin-top:10px;margin-bottom:20px;" margin_design_tab_text=""][/ultimate_heading][vc_column_text el_class="webinar-details"]Omni-channel is probably a word you’ve heard used a lot in the customer service world, but what does it mean? Join PowerObjects for a webinar where we’ll dive into omni-channel for customer service and how it gives customers a choice when it comes to interacting with your business.

We’ll show you an example demonstration on how omni-channel could be used to resolve a support case, from email to resolution as well as how easy it is to integrate your telephone system into Dynamics 365 so that when a call is received into your call centre, a screen will pop up displaying that customer’s information. All this and more in this session![/vc_column_text][ultimate_heading main_heading="Speakers" heading_tag="h4" main_heading_color="#000000" sub_heading_color="#ffffff" alignment="left" spacer="line_only" spacer_position="bottom" line_height="5" line_color="#f68a1e" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:|font_call:" sub_heading_font_family="font_family:|font_call:" sub_heading_font_size="desktop:36px;" line_width="100" spacer_margin="margin-top:10px;margin-bottom:20px;"][/ultimate_heading][vc_column_text]

 


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Phone and Email and Faxes OH MY: Where are You at in Your Customer Service Improvement Journey?

[vc_row full_height="yes" equal_height="yes" content_placement="middle" bg_type="image" parallax_style="vcpb-default" bg_image_new="id^75066|url^https://powerobjects.com/wp-content/uploads/2015/03/randyipad_dblue.jpg|caption^null|alt^Gated Webinars|title^randyipad_dblue|description^null" bg_override="ex-full" parallax_content="off" fadeout_row="off" enable_overlay="enable_overlay_value" overlay_color="rgba(0,0,0,0.68)" overlay_pattern="02.png" overlay_pattern_opacity="30" overlay_pattern_attachment="fixed" seperator_enable="off" css=".vc_custom_1517000235184{margin-bottom: 0px !important;padding-top: 35px !important;padding-bottom: 35px !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3" css=".vc_custom_1475171181163{background-position: 0 0 !important;background-repeat: no-repeat !important;}"][vc_row_inner][vc_column_inner][ultimate_heading main_heading="Webinars on Demand" heading_tag="h6" main_heading_color="#f68a1e" sub_heading_color="#ffffff" alignment="left" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:Open Sans|font_call:Open+Sans|variant:300" sub_heading_font_family="font_family:Montserrat|font_call:Montserrat|variant:700" sub_heading_font_size="desktop:50px;" sub_heading_style="font-weight:700;"]

Phone and Email and Faxes OH MY: Where are You at in Your Customer Service Improvement Journey?

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Fill out the form below to view the webinar

View Terms and Conditions


[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width="1/6"][/vc_column][/vc_row][vc_row el_class="webinar-desc" css=".vc_custom_1479756979665{padding-top: 30px !important;}"][vc_column width="1/6"][/vc_column][vc_column width="2/3"][ultimate_heading main_heading="Phone and Email and Faxes OH MY: Where are You at in Your Customer Service Improvement Journey?" heading_tag="h4" main_heading_color="#000000" sub_heading_color="#ffffff" alignment="left" spacer="line_only" spacer_position="bottom" line_height="5" line_color="#f68a1e" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:|font_call:" sub_heading_font_family="font_family:|font_call:" sub_heading_font_size="desktop:36px;" line_width="100" spacer_margin="margin-top:10px;margin-bottom:20px;"][/ultimate_heading][vc_column_text el_class="webinar-details"]Join PowerObjects for a webinar where we’ll tackle all the reasons organizations are failing in delivering good customer service and provide you with a few simple steps you can take to improve, including:

• Demonstration of a self-service portal within CRM
• Pitfalls organizations make that directly impact their customer service scores
• Case management functionality within CRM
• Multi-Channel scope and overview

Follow us down the yellow brick road to turning your employees into customer service ambassadors while also increasing employee delight with a CRM solution for your organization.

Don't miss out on the other Webinars in this Series:

Ask the Wizard: What is Omni-channel and how Does it Apply to Your Customer Service Strategy?

Somewhere Over the Rainbow, Dreams Come True: Creating the Perfect Omni-Moment Experience for Your Customers[/vc_column_text][ultimate_heading main_heading="Speakers" heading_tag="h4" main_heading_color="#000000" sub_heading_color="#ffffff" alignment="left" spacer="line_only" spacer_position="bottom" line_height="5" line_color="#f68a1e" main_heading_style="font-weight:300;" main_heading_margin="margin-top:0px;margin-bottom:0px;" sub_heading_margin="margin-bottom:0px;" el_class="case-study-page-heading" main_heading_font_family="font_family:|font_call:" sub_heading_font_family="font_family:|font_call:" sub_heading_font_size="desktop:36px;" line_width="100" spacer_margin="margin-top:10px;margin-bottom:20px;"][/ultimate_heading][vc_column_text]

 


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Top Trends and Innovations Driving Better Customer Experiences in Financial Services for 2019

How are digital transformation trends affecting financial services industry in 2019 and is your organization ready?

In this webinar, learn the latest industry insights on CRM customer experience trends, how CX strategies impact top line revenue, ways to manage big data, and key factors in establishing a successful CRM team.