Does your CRM Enable Relationship Selling? Join the discussion: Wednesday, September 13, 2017
The tides of customer relationships for financial services are turning. Customers expect more from the banks and firms where they do business. Pega can help.
Firms must embrace a new way; one that supports a deep understanding of customer needs, a consultative approach to problem solving, and relevant recommendations to their customers. Guest speaker, John Bruno of Forrester Research, will share findings from a recent Pegasystems-commissioned study* on this shift in financial services, including:
How customer expectations are shifting
What obstacles prevent firms from better serving their customers
What steps firms are taking to evolve their businesses