Customer Communications Management in Banks And Credit Unions is Critical Now
Organizations today understand the value of a great customer experience (CX) and are leveraging digital technology and channels to better engage customers. So, it is imperative that banks and credit unions focus on customer experience to ensure relevance and competitiveness in the current, dynamic, ever more digital marketplace.
We have selected articles that explore the value of Customer Communication Management in banks and credit unions.
To conclude, Robert Gilbert gives great advice on how banks and credit unions can reduce communication costs, while also improving client and member engagement and ultimately, customer experience.
We can help you develop and implement a CCM strategy for your bank or credit union that delivers a great customer experience
Effective Customer Communication Management in banks and credit unions is needed to improve customer experience
Many banks and credit unions were not prepared for the impact of the global pandemic on the traditional way of servicing clients and members, respectively. As in other industries, they had to act very quickly to enable employees to work from home. In addition, they had to provide services online and establish ways to communicate with clients and members via digital channels.
Customer communication management for banks and credit unions is critical now. It’s time to consolidate the upheaval from last year and plans for this year into a defined customer communication strategy.
What banks and credit unions need is an all-inclusive CCM Platform that reduces communication costs, while also improving customer engagement and customer experience.
Get the white paper: The Business Case for a comprehensive Customer Communications Management Platform
Robert Gilbert is Regional Vice President, Sales at Doxim, focused on solutions for Banks and Credit Unions in the USA. Robert has helped global companies boost bottom-line growth by applying his strong knowledge of CCM and implementing strategies and solutions that make it easier to adopt automated processes. Robert has been the top performing sales leader and the driving force behind his team’s success.
Prior to joining Doxim, Robert worked in strategic business development, sales and marketing at several companies. Notable is his 4.5 years as Senior Nation Director, Sales at OSG, where he played a key role in developing and managing OSG’s products and solutions.
Robert’s greatest strengths are his drive and leadership. He thrives on challenges, particularly those that, when resolved, expand the company’s reach. The success of his team and clients is what motivates him.