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Omnichannel made easy: Implementation checklist for finance and fintech companies
Download an easy-to-follow checklist created by Everest Group, in partnership with TELUS International, to help financial services and fintech firms acquire and retain customers while managing a true omnichannel strategy.
An easy-to-follow checklist created by Everest Group, in partnership with TELUS International, to help today’s most successful financial services and fintech firms acquire and retain customers while managing the complex process of moving to a true omnichannel strategy.
This checklist features:
People, process and technology success factors- Budgeting and resource considerations
- Achieving a balanced high-tech, high-touch approach to customer service
- And more
Offer consistency across channels
Learn how financial services companies and fintechs can deliver memorable omnichannel CX.
