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Digital Trends and Technologies Transforming CX in Banking and Finance

Tenfold - Contact Center Blog

The taste of this new class of customers clashes with the traditional mode of service that dominates the finance sector. They have no attachment to legacy systems that banks and finance companies have been holding onto for years, despite the wave of new technologies in business and communications. It’s actually self-service.

Finance 64
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Using Integrations In Customer Experience

Lumoa

For example, you probably have integrated your CRM with your helpdesk already to get a better view of your customers so you can be even more efficient when solving their issues. Essentially, an integration makes it possible to connect different tools, APIs, or systems to build more value out of your data. What is an Integration?

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3 principles to tackle the emerging debt collection crisis

Talkdesk

Similarly to 40 years ago , major banks, finance companies and collection agencies are muscling up call centers to respond to the arrears crisis for credit cards, auto loans, student loans and other forms of debt. For example, less than 11% of people with federal student debt are repaying their loans during COVID-19.

Banking 105
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Latest Release of CPQSync™ by Cincom® Supercharges Quoting within Microsoft Dynamics 365

Cincom

Updates in this release for users of the cloud-based configure-price-quote solution focus on the following, while also adding several other new features: Quote-to-Order Integration into Microsoft Dynamics 365 Finance and Operations (F&O). Microsoft Power Automate Certified Connector. About Cincom. Media Contact: Carla McQueen.

Finance 77
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Deploy self-service question answering with the QnABot on AWS solution powered by Amazon Lex with Amazon Kendra and large language models

AWS Machine Learning

To help you get started, we’ve also released a set of sample one-click deployable Lambda functions ( plugins ) to integrate QnABot with your choice of leading LLM providers, including our own Amazon Bedrock service and APIs from third-party providers, Anthropic and AI21. Human: Can it integrate with my CRM? Search string: "Is it fast?

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Simplify access to internal information using Retrieval Augmented Generation and LangChain Agents

AWS Machine Learning

Amazon API Gateway hosts a REST API with various endpoints to handle user requests that are authenticated using Amazon Cognito. Finally, the response is sent back to the user via a HTTPs request through the Amazon API Gateway REST API integration response. Amazon API Gateway 1M REST API Calls 3.5

APIs 130
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Let’s share data, not software logins.

ChurnZero

I am certain that we run ChurnZero’s business using data from no less than two dozen SaaS products: Customer Success platform, CRM, marketing automation, support, finance, HR and more. Finance can forecast renewals better. To a CEO like me, the right approach looks like this: Your sales team sees it in the CRM.

Finance 52