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