view: AI in financial services: Banking on the power of AI agents in customer experience CX 5 min read AI in financial services: Banking on the power of AI agents in customer experience Uncover expert insights on how AI in financial services is enhancing customer experience through virtual agents and driving measurable results. Read More
view: The Motley Fool's head of IT shares insights for succeeding in a hybrid world Zoom Workplace 4 min read The Motley Fool's head of IT shares insights for succeeding in a hybrid world With so many different channels for communication, different business needs, and physical distance as a barrier, how can you best support a hybrid workforce?During our Hear from a Peer webinar, we sat down with Lawrence Morrisson, head of IT at The Motley Fool, an... Read More
view: Experience as a competitive advantage: our vision for modern financial services institutions Financial Services 6 min read Experience as a competitive advantage: our vision for modern financial services institutions The financial services industry isn’t what it used to be 10 years ago, or even five years ago. Whether it’s employees or customers, people now have high expectations for their experiences — and some institutions don’t have the infrastructure to keep up. Experience is now... Read More
view: Personalizing Financial Services Client Engagement With Zoom Contact Center Financial Services 3 min read Personalizing Financial Services Client Engagement With Zoom Contact Center It’s an omnichannel world, we’re just living in it. Today's customers want to choose how they engage with brands, whether it's by phone call, video meeting, instant message, or in-person interaction, making a seamless omnichannel experience vital for effective customer... Read More
view: Benefits of Virtual Recruiting at Capital One: More Diversity, Faster Hiring Customer Stories 3 min read Benefits of Virtual Recruiting at Capital One: More Diversity, Faster Hiring Highly collaborative, people-centered, and always interested in taking employees and company goals to the next level, Capital One prioritizes helping its workforce stay efficient and productive, both inside and outside the office.As Capital One embraced video communications... Read More
view: What You Need to Know About Zoom’s Archiving Solution Financial Services 4 min read What You Need to Know About Zoom’s Archiving Solution With employees and clients alike opting for virtual communication, organizations with specific compliance requirements, like financial services institutions, can’t always rely on a paper trail to help regulated workers manage information. Regulated users — Zoom users in... Read More
view: Modernizing Wealth Management: The Technology Trends Evolving Advisor Work and Service Delivery Financial Services 5 min read Modernizing Wealth Management: The Technology Trends Evolving Advisor Work and Service Delivery With clients’ needs evolving, today’s wealth management firms have to acclimate traditional services — investment advice, estate planning, accounting, tax services, and more — for a new digital reality. Wealth management leaders know the right technology is no longer a... Read More
view: How the World Connects: Why Half a Million Businesses Choose Zoom Insights & Trends 5 min read How the World Connects: Why Half a Million Businesses Choose Zoom We help people stay connected so they can get more done together. Teams around the world use the entire Zoom platform to enable new ways of working, learning, providing healthcare, delivering services, hosting events, and empowering a hybrid workforce.Thanks to your... Read More
view: Financial Services CIOs Speak to Embracing New Ways of Working Financial Services 3 min read Financial Services CIOs Speak to Embracing New Ways of Working Digital collaboration used to be a novelty for the financial services industry. Known for its traditional office culture and paper-based processes, the industry suddenly had to find a new pace for change when it was tasked with operationalizing widespread remote work and... Read More