How microlearning boosts financial services frontline performance

April 27, 2018
No question, digital transformation efforts have made it easier for banks and financial services organizations to communicate more effectively with customers. But this has created a gap. With more offers going out to customers, and more transactions being completed online, it’s harder than ever before for employees and advisors to keep pace—let alone have the knowledge and confidence to answer customer questions correctly. The consequence? Depending on who your customers talk to, they receive different levels of service. And this means there’s a huge risk they aren’t providing the right information—which could cost you their business and your reputation.
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The impact of training on the advisor and customer experience
The impact of training on the advisor and customer experience

Insights to help you attract, develop and retain the best advisors.

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Anita Swamy from Manulife
Anita Swamy from Manulife

explains why it's so crucial to measure an employee's level of confidence in order to provide better manage...