How to Empower Financial Services Agents and Advisors to Deliver Great Customer Experiences Richard Branson said: “Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients.” 1 A strong customer experience doesn’t start with products; it starts with employees. The best way to deliver on your customer-facing outcomes is to invest in employees. Ensure that your employees, especially customer service agents and advisors, are knowledgeable and have the right tools, visibility, and connectivity across your enterprise. This in turn will translate into superior service delivery and happy customers. This is especially true with the rise of digital channels in financial services. Employees today must be empowered to pick up

Join for free to read