What if your financial institution could anticipate your needs before you even realize them? A running trend in financial services today is the desire for proactive guidance in managing finances. A recent study highlights this, revealing that while 73% of consumers expect their financial institution to anticipate their needs, only 37% feel that their agents …
In the financial services sector, modern customers are nowadays seeking personalization, convenience, and enhanced experienced. They require a service that can hear them and deliver just the right services by understanding what exactly they need. A study by Harvard Business Review Analytic Services shows that about 64% of people from financial services firms are making …