Transforming Customer Experience: Financial Services

Webinar Date: Wednesday, June 26, 2019 1 pm ET / 10 am PT

Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael Heffner and Todd Marthaler for an in-person discussion, to learn why some financial institutions struggle to create personalized experiences that drive satisfaction and how new technologies can help leverage existing investments while modernizing contact center CX.

• How an integrated view of relevant data empowers agents to deliver superior customer service

• What key drivers have the most impact on CX

• Why omni-channel communications are so important

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Transforming Customer Experience: Financial Services