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Managing Customer Events in Financial Services, Not Just Transactions

Three macro forces — technology innovation, changing customer behavior, and global economic trends—are transforming how financial services firms operate. Read this CEB Insight Brief (commissioned by Appian) to learn more about new forms of digital engagement with Financial Services customers, and how managing customer events successfully and completely can cement loyalty and retention.

Key Topics:

  • Customer Priorities for Service
  • Digital Interaction Channels
  • Enabling faster decisions and service with virtually consolidated data