Whether it's their first savings account or a complex investment portfolio, financial services companies play a role in just about everyone's life.
Given all of the advancements in technology, everything related to financial services can now be handled in the digital world.
Yet despite the advancements in accessibility and ease of use through technology, the digital experiences provided by financial service businesses can sometimes be...lacking and the data...lagging.
Inconsistent experiences across channels or devices, giving information to a customer service representative and then having to repeat it when they transfer you to another department, misunderstanding why you work with them in the first place - these all harm the customer experience.
And a bad customer experience is bad for both the customer and the brand.
Not only is the overall experience crucial, but so is the timing of advertisements and remarketing solutions. For example, knowing your consumer just bought a house is important so you don't flood them with tips to get pre-approved for a mortgage. Here are 3 of the top ways your business can adopt Jebbit for financial services.