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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.

Fintech omnichannel checklist background image

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:

  • checkmarkPeople, process and technology success factors
  • checkmarkBudgeting and resource considerations
  • checkmarkAchieving a balanced high-tech, high-touch approach to customer service
  • checkmarkAnd more

Offer consistency across channels

Learn how financial services companies and fintechs can deliver memorable omnichannel CX.

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