Customer Service

Latest

• The Wealth Advisor: Pivotal for Growth in Wealth Management

  This white paper argues that Advisor Effectiveness Coaching (AEC) is a practical way to transition from product-push sales toward genuinely client-centric advice. Based on the GROW coaching model, it describes a structured programme spanning preparation, a senior-level kick-off, ongoing 1:1 and team coaching, and a “living phase” to sustain momentum. Team leaders serve as the key lever, acting as both coachee and coach to cascade change across the advisory organisation, while AI frees advisors for higher-value conversations. The paper concludes with a phased call to action – pilot, measure, and scale – with the goal of transforming advisors into trusted, augmented wealth partners.

  Banking & Financial Services•Urs Bolt•26 Mar 2026•18 minutes

  

• Digital Field Service Management (FSM) explained

  Discover how digital field service management automates scheduling, leverages real-time data and integrates systems to increase efficiency, reduce costs and improve customer satisfaction.

  Customer Service•SIX ERP - by SIX Management Solutions•6 Feb 2025•8 minutes

  

• Using AI in reputation management

  A company's reputation is of crucial importance nowadays. It is strongly influenced by customer reviews, discussions in social media and online reporting and has an enormous impact. The use of artificial intelligence (AI) opens up completely new fields of action here. In this specialist article, we take a look at the diverse applications of AI in reputation management and their impact on the business world.

  Customer Service•Hartmut Deiwick•24 Jan 2024•6 minutes

  

• Service Level Agreements - SLAs Explained: Controlling and Measuring Good Service

  SLA as a term, everyone has probably heard it before. Often one has the impression that this is exclusively about documents with the same cryptic depth as general terms and conditions or data protection declarations. But SLAs are the part of every service that should really be understood.

  Customer Service•Philipp Schneidenbach•31 Aug 2023•12 minutes

  

• Digitization and Customer Journey in the Banking Sector

  How can banks use the technical possibilities of digitization and adapt business models, services and "customer journeys"? There are a few elements that should be considered here.

  Banking & Financial Services•Inga Schmidt•9 Feb 2022•10 minutes

  

• Better customer service through digital information provision for service technicians

  The shortage of skilled workers, increasingly complex products and demanding customers make the work of many industrial companies more difficult. This article explains how digital solutions can make life much easier for commissioning engineers or service technicians on site with customers.

  Customer Service•Bastian Maiworm•29 Oct 2021•4 minutes

  

• 10 Tips for Referral Marketing - Leveraging Untapped Potential

  Contrary to some expectations, buyers are more likely to give a review when they are dissatisfied with the product or service than when they have a good experience. Why is that?

  Digital Marketing•Thorsten Ruhle•9 Jul 2021•3 minutes

  

• Community Management - Successful communication with customers

  Everyone is talking about social media: from customer generation to public relations, everything is possible on the Internet these days. But what methods can be used to create added value? Community management is about bringing customers together in virtual space. If done correctly, this can have synergetic effects.

  Marketing•Simone Belko•7 Dec 2020•5 minutes

  

• "Talk to me" – Conversational Banking

  How the use of chatbots and voice assistants will change banking. The Millenials Generation in particular wants to experience services differently and we show how.

  Banking & Financial Services•andrion ag•1 Dec 2020•7 minutes

  

• A voice on the Internet - Voice assistants for customer communication

  Many large corporations are working at full speed to further develop their voice assistants. Assistants like Siri, Alexa and Google Asssistant are already familiar to many and have at least used it on their mobile phones. But where are the chances in this technology and what are voice-supported assistance systems?

  Beginner / Basic•Benjamin Talin•26 Oct 2018•6 minutes