CX Relevance Report 2023: Financial Services Agent Edition

• You’ll want to adopt these four areas that organizations successfully practicing swarming are focused on (Page 5)
• What might be holding back too many organizations from building an essential knowledge sharing culture that supports contact swarming (Page 11)
• To support assisted calls and identify growth opportunities, information in-the-flow of work might be missing context — and how you can fix that (Page 9)

Your financial institution's contact center is evolving into a more important role than ever. As the front door of your organization, it's a key part of growing customer relationships and retaining revenue. Are you empowering your agents to be the brand ambassadors they could be? Download a free copy of this report today.