Online Webinar

2024 Update: How to Manage the Quality of Customer Care in Financial Services

Evolving regulations, industry disruption, and now added responsibilities around vulnerable customers—financial services agents are already overloaded and new challenges keep emerging.

This webinar explored the complexities of QA and customer care—and will show you how to:

  • Create a vulnerable customer framework
  • Ensure customer care as you expand your product offering
  • Adapt to industry disruption
  • Cut costs with a more efficient QA framework
  • Use AI to reduce the risk of human error (with product demo!)
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