Skip to main content

For financial leaders, automation of operations is a competitive advantage

 The Salesforce , an expert on relationship management solutions (CRM), released its report Trends in Financial Services / Trends in Financial Services , which shows how financial services institutions struggle to keep up with the pace of change driven by global pandemic .

Know mroe: Managed Storage Services

2,000 global insurance leaders, retail banks and wealth managers were interviewed before and during the pandemic, including 200 respondents from Brazil.


Analysis of data from two waves of field research before the pandemic in 2019 and another one a year later during the Covid-19 crisis in 2020 shows that the customer experience has suffered along with the changes driven by the global pandemic , leading corporations to reorganize their priorities and generate competitive advantage with new technologies. In Brazil, the customer experience continued as the third priority in both periods of the survey.


According to the report, the increase in personalization gained strength in Brazil, rising from tenth in 2019 to sixth in 2020. As priorities changed, so did consumer satisfaction.


A global view of customer satisfaction shows big gaps: only 27% of global customers describe financial services institutions (FSIs) as fully consumer-centric, and only 23% of global customers believe that ISPs have dealt with the crisis in the best way possible.


The survey also included new questions in 2020 to discover different tactics employed by financial services leaders in response to the crisis.


In Brazil, 88% of FSIs agree that, since the beginning of the crisis, focusing on the client's financial well-being has become more important. At the same time, 80% say the expansion of services has grown in importance since the pandemic began.

MCITP Database Administrator job role involves designing and developing logical data models, create physical databases and create data services by using Transact-SQL

However, considerably fewer Brazilian ISPs are taking concrete action in response. Only 44% are investing in services in all channels and 57% are emphasizing the financial well-being of the client.

Labels

Labels:

Comments

Post a Comment

Popular posts from this blog

How does an English proficiency test work?

 English proficiency tests are administered by authorized institutions and centers in many countries. In Brazil, they are held in most states, on days and times that vary from one organization to another. See more:  Amazon Saheli Quiz Answers No test requires prior completion of a specific course, they only assess the results achieved during the assessment. Therefore, the form of study is optional - it can be done on your own, online, with a private teacher, in a preparatory course or in a language school. Most of the tests assess four skills of the candidate: reading, writing, speaking and listening. They take grammar into account, of course. The weight given to each of the stages varies according to the body responsible for preparing the event. The minimum score required also depends on the level you want to prove or the requirement of the company, the educational institution and the country for which you are looking for an opportunity. Generally, all stages of the assessmen...
12 comments
Read more

NoOps, the future of cloud computing

In 2009, consulting firm  Delloite  , curious about the trends that the beginning of  digital transformation  was causing in large companies and different sectors of the economy, created a study to survey the digital technologies employed at the time. Ten years later, the booming technologies in 2009 became obsolete  .  Regarding the maturity of  digital transformation  ,  Deloitte  says: “  To stay ahead of the market, organizations must work methodically to envision new innovations and possibilities, set their ambitions for the future and go beyond the digital frontier.” Sounds like a difficult task, doesn't it?  But not so much.  Many previous trends remain important today, have only been refined and continue to evolve.  These include analytics and  cloud computing  , for example. The use of  artificial intelligence  remains paramount, but it is now necessary to step in and completely re-...
10 comments
Read more

How to identify and avoid false security alerts?

 Knowing when we have some kind of threat on our computers is very important. There are many security tools that tell us whether our system has been compromised by a variety of malware and what we can do to resolve this issue. However, it can also happen that we receive false threat alerts, which is what really causes our computer to be compromised. In this article we are going to show how we can do to recognize what we have mentioned and prevent it from happening to us. The problem of false security threats As we say, we can sometimes find messages that tell us that our device is infected with some kind of threat. They can tell us that we have viruses, that there is malware, or that we have some software that is spying on us. All of this can logically alert the victim. The important point here is that there are false security threats . These are messages that seek only to attract the attention of the user, who believes that he really has some variety of malware on his computer and...
7 comments
Read more