Hodusoft

JANUARY 24, 2024

5 Tools & Solutions to Personalize Banking Calls To provide a consistent view of the customer across all touchpoints, Customer Relationship Management (CRM) systems are essential for gathering and evaluating customer data. This compliance is a dedication to ethical data practices, not just a checkbox exercise.

Technology 52

Technology Technology Predictive Analytics Machine Learning 52

Lightico

NOVEMBER 16, 2022

Omnichannel Self-Serve : eForms can also be integrated within all customer touchpoints. Digital workflows are designed to maximize compliance and minimize siloes. Based on the customer’s state of residency, the representative sends out the loan modification form, and requests for any documentation and associated legal clauses.

Compliance 52

Compliance Legal Contact Center Omnichannel 52

SugarCRM

OCTOBER 17, 2023

Legal and Compliance Risks : Rushed marketing campaigns may overlook legal and compliance requirements, exposing the company to legal liabilities and fines. Learn more CRM trends from our 2024 Satte of CRM Report ! AI is taking the future of sales, marketing and customer service.

AI 26

AI Predictive Analytics Legal Social Media 26

Lightico

JANUARY 19, 2022

This saves the agent from having to read these scripts out loud, which is both inefficient and a compliance risk since there’s no written record. And all information gathered from eForms syncs with the utility company’s CRM, ensuring customer records are up-to-date. Changing Address. Payments plans. First payment acceptance.

Legal 52

Legal Compliance NPS Touchpoint 52

Intercom, Inc.

MARCH 29, 2022

The rules and the regulations regarding consent of data sharing, regarding the legality of data holding, have torn up so many of the marketing playbooks out there. And based on this criteria, these customers will receive more in-product education along with extra email touchpoints to help get them started. Here are a few examples.

Start-ups 118

Start-ups Innovation Sales NPS 118

Qualtrics

FEBRUARY 26, 2019

Let’s take an example for our Supply & Compliance line of business, which helps companies understand both supply chain and compliance risk. So people may don’t think about my team working with legal, but we do partner with them on how to improve the contracting experience, which is an important touchpoint to customers.

Non-Profits 37

Non-Profits Customer Experience B2C B2B 37