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Digital Strategies in Financial Services—Survey Results

How is automation technology helping banks to better serve customers?

Banks and financial institutions rely on automation technology to onboard, engage, and connect with customers. But does that technology effectively support the processes that impact customer experience?

We surveyed senior-level Financial Services professionals to see how their current solutions are measuring up, and what they plan to do next to provide better service to customers, ensure compliance with regulations, and empower their employees.

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The survey revealed:

• Top priorities in the next 12 months
• Most common channels of customer engagement
• Challenges to customer onboarding processes
• And more

Download the results of this survey, executed by Gatepoint Research, to evaluate where your financial institution stands with its digital strategies in 2021.

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