MultiLine enables financial advisors, wealth managers, investment bankers, brokers, traders, and other frontline employees to call and text with customers on a recorded...
Ron Antipa hangs his hat on a simple principle: You answer the phone within three rings.
“I don’t care what you’re doing, put whoever you’re...
We gave compliance teams and revenue teams a chance to share what they think about each other anonymously.
THIS IS WHAT THEY SAID.
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Date: Wednesday, March 17, 2021
Time: 2pm ET | 11am PT
Credits: 1.2 CTP and/or FP&A continuing education credits from the AFP (pending)
Sponsored by: Kyriba
Decision-making...
Date: Thursday, February 25, 2021
Time: 2pm EST | 11am PST
Sponsored By: Carbon Lighthouse
Sustainability and climate change are at the forefront...
Financial services, whether it be banking, investing, or insurance, has seen massive digital transformation around self service and customer service. Ruled-based chatbots,...
