Customer expectations are quickly shifting across all consumer-facing industries, including financial services, says Brian O’Neill, chief client officer of Numerated. Banks can improve the customer experience by removing friction from areas such as retail and commercial client onboarding and by creating consistency across all service channels. To do this, they can tap into new expertise by partnering with a fintech firm, says O’Neill. He offers tips to keep those projects on schedule and under budget.
Topics discussed include:
• Common Customer Experience Shortfalls
• Project Management Best Practices
• Measuring Return on Investment
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