A Comprehensive Guide for Support Managers

Introduction

Being a new support manager or suddenly finding yourself responsible for the success of a support team is a little unnerving. There are plenty of resources online, but here is a summary of things I have learned while running a support team. I hope everyone else finds this helpful. Feel free to reach out to me on LinkedIn with your questions or concerns or even to be mentored; I love meeting new friends.

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Embracing Omnichannel with a CRM for Financial Institutions

Omnichannel Platform and Its Importance for Financial Institutions

An omnichannel platform is a customer-centric approach that integrates all channels to provide a unified and consistent experience whether customers are at a physical store, using an app, or on a website. It aims to create a seamless shopping experience across all in-store, mobile, and online channels.

An omnichannel platform allows financial institutions to integrate all these channels, ensuring customers enjoy a unified and consistent experience. It also provides financial institutions valuable insights into customer behaviour, preferences, and trends, enabling them to make data-driven decisions.

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