The financial services industry is changing. Declining revenues and rising costs, put pressure on the profitability of many financial services organizations (banks, insurance) today. Also, in the actual fast moving world where customers are less loyal and more demanding, new competitors are entering the industry with new ideas unburdened by legacy systems.By having multiple branches that experience varying levels of traffic, expensive overhead coming from under-utilization is carried by the financial services industry. Also, senior banking/insurance experts are not easy to found – there is a limited number of highly skilled consultants that need to serve a large customers and prospects base. A solution that would balance the need for cost-efficiency and higher utilization with the need for high-quality and personalized customer service would differentiate the financial services organization from competitors, decrease back-office operating costs and increase revenues and customer engagement.
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