Starting a financial services agency has the potential to be a rewarding experience. The advancement of financial technology is rapidly transforming the sector. If you possess the skills to help individuals or organizations navigate the complexities of financial technology, your services could be providing clients with a tremendous amount of value. Financial services is a relatively broad term used to describe various offerings within the finance industry.

What is the fiercest area of competition among businesses today? It’s not just acquiring new customers, but instead, customer experience has become the most competitive area that can make or break any company’s success. Customer experience includes both customer service and customer engagement, so this category encompasses a broad field of factors to attend to.

“Do not do unto others as you would have them do unto you – they might have different tastes.” — George Bernard Shaw When it was time to look back and reflect on my three-month onboarding period at Miro, I was convinced that I’ve never been part of such a collaborative, open team culture. Curiously enough, I’ve never met anyone from my team (or company) in person.

It's safe to say that the ongoing COVID-19 pandemic has been a challenge for all of us — especially for organizations that were in the process of undergoing their own digital transformations as the lock downs started in March 2020. The need to use technology to support a fast-paced and agile workplace was always paramount — but somehow, it's become even more so in an era where most of your employees are going to be working from home for the foreseeable future.

Companies deploy shared services teams to centralize and consolidate operations of multiple units. These teams can help sales, marketing, finance, legal, and other groups and each department is their customer. There are also shared services groups that are available to service many with few people, such as global marketing supporting field marketing or sales engineering with global sales. Most times this is done via e-mail with several people on :CC, spreadsheets, or not at all.

As the world adjusts to the “new reality” of the pandemic, industry leaders look back on what has worked well for them and share advice about what to expect in the future. In case you missed it, here are some highlights from recent interviews with industry leaders, as part of Zendesk’s CX Moments virtual events series.