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Why Complete Automation Is Essential for Creating Stronger Customer Relationships In Financial Services

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Are the business automation technologies at your financial institution creating experiences that enable your employees to better-serve and anticipate the needs of your customers, establish human connections, and create stronger customer relationships?

Appian partnered with IDG to conduct this market research. Download this ebook to learn how your financial institution’s use of automation compares in a world where:

  • 42% of respondents think that how they use automation is helpful “to a great extent” in forming stronger customer relationships.
  • 47% of respondents report that their organization’s use of technology enables them to spend significantly more time with customers.
  • Only 39% see significant ability to respond to customer needs creatively.