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eBooks & Whitepapers

eBook – 6 Steps To The Ultimate CX for Financial Services eBook

The Essential Guide to Optimizing Customer Communications for Financial Services Organizations

 

Improving the customer experience (CX) is the driving force in financial services today. But achieving that ultimate goal of a seamless experience still presents significant challenges due to how most banks manage their customer communications. All too often, communications end up looking and feeling like they’re coming from a different banking organization—or worse, don’t acknowledge the customer engagement that’s already taken place.

In this eBook, we’ll explore the six essential steps financial services organizations need to take to prepare for the communications experience of tomorrow. You’ll also learn how to:

  • Clean up your communications inventories
  • Be vigilant about using plain language
  • Adopt the “3 C’s”: consistency, collaboration and compliance
  • Ensure your communications are content-centric
  • Empower your marketers and reduce reliance on IT
  • Invest in personalization

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Originally published in PaymentsSource.com The landscape is changing for banks and other financial institutions that issue cards. Major…

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Messagepoint Shares Expertise on the Power of Omni-channel Communications to Drive ROI at the Digital Marketing for Financial Services Summit in New York

TORONTO, November 11, 2019 – Messagepoint, Inc. is participating in the 6th Annual Digital Marketing for Financial Services…

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Customer Stories

How a large Canadian bank modernized regulatory disclosures management for credit card communications-enabling fast, accurate updates and reduced risk

Challenge:  Limitations of a complex legacy process The bank realized it needed a solution to address the inefficiencies…

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