Video series on transforming service engagement in retail banking for Salesforce

Salesforce engaged Finao to help develop a video series to show banks how they are disconnected across channels, missing key self-service functionality, and lacking the personalized and proactive engagement that customers expect. Then give them the tools to transform service engagement by connecting every channel, business process, and customer data point to make agents more efficient and customers more satisfied.

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Identifying Common Service Requests

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Automating Routine Inquiries

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Complicated Inquiries