Is your CRM process delivering the customer experience your clients demand? With poor quality data housed in multiple systems, financial institutions are challenged to bring it all together. The result? An often inconsistent and incoherent experience for your customers.
Join the experts from Pitney Bowes to learn how we are helping FIs connect organizations, contacts, and interactions for a single view of the customer that improves engagement, boosts retention, and grows lifetime value.
In this session, you will learn:
· The best practices in creating a Single Customer View
· How the data from a Single Customer View can improve insights, analytics, and operations
· How a Single Customer View can provide a great experience and strengthen brand loyalty