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CASE STUDY: Multinational Insurance and Finance Corporation

CASE STUDY: Multinational Insurance and Finance Corporation

by admin | Nov 28, 2022 | Banking & Financial Services, Case Studies

AIG Implements SUMO Scheduler to Improve Customer Experience CHALLENGE Today’s global organizations face an unprecedented need to accelerate the adoption of digital technology to provide customers with instant access to resources and information. Companies that...
CASE STUDY: A Canadian-based Real Estate Firm

CASE STUDY: A Canadian-based Real Estate Firm

by admin | Feb 5, 2022 | Banking & Financial Services, Case Studies

A Real Estate Firm Improves Client Relationships with SUMO Scheduler CHALLENGE Navigating through Unpredictable Times A few years ago, only a select group of people in the real estate industry had access to online scheduling. Today it’s become so much more...
CASE STUDY: Financial Services Firm

CASE STUDY: Financial Services Firm

by admin | Aug 23, 2021 | Banking & Financial Services, Case Studies

Top Financial Planning Firm Eliminates No-Shows with SUMO  CHALLENGE The Need to Stay Ahead of The Curve  The financial industry has faced many changes in recent years and perhaps the biggest shift has affected its demographics. As current investors are aging, they...
How Omni-Channel Software Platforms Drive Success In the Financial Services Industry

How Omni-Channel Software Platforms Drive Success In the Financial Services Industry

by admin | Nov 2, 2020 | Banking & Financial Services, Blog

Today’s  consumer behavior has undoubtedly changed in the way people interact, work, and shop. As global financial institutions continue to adapt to new economic trends, they are using an omni-channel approach to ensure a customer-centric focus on business. How will...
Branch Appointment Scheduling is Vital Now More than Ever

Branch Appointment Scheduling is Vital Now More than Ever

by admin | May 20, 2020 | Banking & Financial Services, Blog, Retail

Customer engagement and appointment scheduling apps now help to keep customer service running smoothly as branches adjust to meet changing consumer demands. The apps show their ability to offer more personalization, while adapting to consumers safety needs. No one...
13 Reasons Your Organization Should Focus on Customer Experience

13 Reasons Your Organization Should Focus on Customer Experience

by admin | Sep 16, 2019 | Banking & Financial Services, Blog, Customer Engagement, Health & Wellness, Retail, Sales Teams, Support Teams & Call Centers

Research shows that customers will pay more, buy more and be loyal to a company that delivers an excellent customer experience. Customer experience should not be confused with customer delight. When a company delights a customer, they are usually going above and...
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Recent Posts

  • 10 Tips To Improve Your Hiring Process
  • CASE STUDY: Multinational Insurance and Finance Corporation
  • How to Help Marketing Generate More Qualified Leads with Automated Scheduling
  • 10 Essential Elements of Successful Customer Engagement
  • 5 Ways To Turbocharge the Impact of Your Customer Meetings with Data

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  • Trying It Out: Choosing Your SaaS Service on A Dozen 2017 SaaS and Cloud Statistics, Prognostications and Predictions
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