Whitepaper - Banking in the Digital Age: Trends and Examples of an Epochal Transformation

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The Benefits of Customer Communication Management in the Banking Sector
Customer Communication Management is a strategy through which organizations streamline and accelerate the way they create, distribute, store, and update their customer communications . A CCM ensures that the communications produced and distributed are personalized, interactive, and capable of fostering useful and beneficial conversations for all stakeholders.

Banks, insurance companies and other financial service providers generate morocco whatsapp resource a variety of communications every time they interact with their customers: correspondence, updates on company policies, account statements, sending complaints, renewal notifications, informational materials on new products and services. Thanks to effective Customer Communication Management, communication becomes a factor of competitive advantage .






A CCM enables service desk or front office staff to generate and deliver personalized customer communications in real time .
With a CCM, you can identify new potential customers and personalize offers , send quotes and proposals faster. If the possibilities of acquiring new customers increase, the opportunities for up-selling and cross-selling also increase.
CCM platforms enable you to automate the generation and distribution of large volumes of mail, eliminating the need for paper and manual postage, and significantly cutting operating costs.

Financial services organizations operate in a highly regulated industry, with precise compliance standards, typically complex and dynamic, that govern how customer data must be stored and used. An effective CCM is especially important to prepare for periodic audits and communicate compliantly with your customers through the most appropriate channels, such as email, phone calls, mobile phones, SMS, social media and web interfaces.