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Personalising the customer conversation
- Financial Advice
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- 18.07.24
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Listen to this Totem podcast discussing the changing customer interactions as brands combine digital tools with traditional customer service standards. Speakers provide insights from wealth management, digital business banking, and B2B software as a service perspectives. They emphasize the challenges and importance of delivering relationship experiences using technology, personalization, and creating a memorable brand identity. The discussion also covers the shift in client engagements to online interactions since COVID, the use of AI in human interactions, and the importance of quality...