Plante Moran Builds a Wealth of Engagement with ON24 Target
30 Nov 2021
The financial firm maintains customer contact with the online events platform.
Evinced Helps Capital One Meet Accessibility Guidelines
22 Apr 2021
The financial giant increases compliance across customer-facing digital properties
Fabriik Manages Growth with SAP
30 Nov 2020
SAP's Customer Experience suite helps the financial services company handle rapid growth
Navy Federal Deploys Verint for COVID-19 Response
29 May 2020
The credit union turned to Verint's analytics to address changing business conditions
Arxan Nails It with Direct Mail
10 Jan 2020
PFL's tactile marketing program delivers hard-to-reach customers
Access the ICMI Agent Experience Toolkit
25 Feb 2020
To boost customer satisfaction and loyalty, you need your agents to stay engaged and motivated. But how? Access the ICMI Agent Experience Toolkit and to help you assess your current agent experience and discover ways you can improve.
The State of Customer Service Automation 2019
30 Sep 2019
Insights from 75 million issues & 71 million bot interactions reveal how automation trends are driving customer service forward. Download this report to learn about the impact of customer service bots on standard contact center KPIs.
Vibrant Credit Union Moves to Video Banking with Sharpen
26 Nov 2018
Sharpen's cloud contact center platform enables customers to use video kiosks at Vibrant's branch locations
Investopedia Takes a New Marketing Tack with Sailthru
29 Jun 2017
The financial website selected Sailthru to remodel its email newsletter program
Rising Support for Automatic Dialers
01 Oct 2013
3C Logic helps a credit counseling service 'keep up with customers.'
Bank Emerges from the Ashes with Salesforce CRM
01 Dec 2011
Huntington Bank returned to profitability quickly by re-engineering its customer service processes.
IVR Investment Pays Off at Australian Bank
02 Nov 2011
Westpac Group installs Holly Connects platform to address customer service woes.
Software Company Takes Hard Look at Phone Automation
15 Apr 2011
FundNET installs Ifbyphone to redefine call-in support for financial services clients
Retired and Retried
22 Sep 2010
A unit of Prudential Financial invests in Salesforce.com to revive a lethargic sales and customer retention program.
Adhering to Higher Quality
01 Jul 2009
New York Life streamlines its workforce, vastly improving internal metrics.
Investing in Knowledge Management
01 Jun 2009
Financial software developer Advent uses InQuira to show it's what you know and who you know.
Ringing the Opening Bell
01 May 2009
A financial-trading facility gets a new recording system in less than two weeks—and saves $292,000.
A Site Stops Feeling Overtaxed
01 Dec 2008
The voice of the customer helps Intuit in an online revamp.
Burning Up the Paper Trail
01 Feb 2008
Origen Financial turns to automation to minimize a mountain of mortgage paperwork.
Moving in on Mortgage Delinquencies
01 Nov 2007
The mortgage division of a financial-services firm credits proactive communications with lowering its delinquency rate.