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The Culture Challenge

ShepHyken

Principle Seven: Make sure there is a good coach – When I look at the best teams in business, whether they are customer service teams, sales teams, finance teams, etc., The leader of a truly effective team is like the coach of a professional sports team. I recognize that they all have good leadership.

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Guest Post: Tips to Boost Client Satisfaction in the Post-Pandemic Era

ShepHyken

As a CMA and CMA coach,?Nathan?mentors mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. Also, get certified or take an online course that will enable you to start offering a whole new service your clients need. is the founder of CMA Exam Academy.

Finance 395
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Do You Harness the Power of Habit in Your Marketing Yet?

Beyond Philosophy

In an article about habits for the New York Times in 2012, he writes, “ Over the past two decades, the science of habit formation has become a major field of research in neurology and psychology departments at hundreds of major medical centers and universities, as well as inside extremely well financed corporate labs.

Marketing 418
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Unlocking insights and enhancing customer service: Intact’s transformative AI journey with AWS

AWS Machine Learning

The goal was to refine customer service scripts, provide coaching opportunities for agents, and improve call handling processes. This capability enables call quality agents to delve deeper into call components, facilitating targeted agent coaching opportunities.

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4 Benefits of Working with a Call Center for Healthcare and Finance Businesses

TeleDirect

At TeleDirect, we know the importance of answering every call that comes into your healthcare or finance services office. Healthcare and finance offices can improve their overall efficiency by working with a call center. We asked industry experts for their best advice on why you should work with a call center.

Finance 118
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20 Business Leaders Share How Call Centers Can Address Increased Customer Vulnerability

Callminer

Doing so ensures clients can still avail of the company’s services without fully draining their finances. In a world of finance, many customers will be needing help in a difficult time. Coaching needs to happen in real time from management. When the client manages to become financially stable again, they can pay the amount due.

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25 Call Center Leaders Share the Most Effective Ways to Boost Contact Center Efficiency

Callminer

Make onboarding & ongoing coaching as stellar as possible. James Pollard is a marketing consultant who works specifically with financial advisors over at The Advisor Coach. If someone is making a mistake for two months waiting for his/her quarterly coaching session, thousands of dollars can be lost. James Pollard.