Teams | Collaboration | Customer Service | Project Management

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What We Learned at CXFS 2022: Netomi's Top 5 Takeaways and Insights

Last week, customer experience (CX) executives from around the world gathered in Boston for CXFS: Customer Experience for Financial Services to discuss the latest in CX design, innovation, culture and strategy in financial services. Several of us from Netomi attended these two days of thought-provoking sessions about digital transformation in the financial services world, and, like sponges, absorbed the content, nodding our heads along the way.

10 best employee communication software & apps in 2022

An employee communication software makes communication more effective whether an organization manages remote or on-premise employees. There are several employee communication apps (besides messages, emails, and phone calls) to make team communication and collaboration easier. However, this also poses challenges to the employer – they have less control over data security and privacy.

How Does Investing In AI Pay Off In Your Financial Services CX?

Today, nearly 9 in 10 Americans use digital apps and services to manage their finances – a 52% growth rate from 2020. Along with this digitalization of financial services, the unbundling of services and a shift from working with one bank to using various apps and services for different financial needs is on the rise.

Time Tracking Tools for Business

“Time isn't the main thing. It’s the only thing.” This quote by Miles Davis aptly summarizes the importance of time management in an entrepreneur's life. While there are thousands of time-tracking tools available on the internet for every purpose you could think of, finding the right one that suits your needs is quite a challenge. Given the pros and cons of each one of them, it’s quite a time-consuming (pun intended) exercise.

How to Hire a Virtual Assistant in 8 Steps & Get Your Money's Worth

You are living your dream at last as an entrepreneur – doing what you love, exercising complete control over your work, and being answerable to no one but yourself. But at times, does it appear like there are not enough hours in the day to get all things done? When your venture is young, spreading its wings can be tough in a sky of rising competition. In this context, it makes sense to have an extra set of hands in the form of a virtual assistant.

20 Virtual Assistant Qualities to Look for When Aiming to Hire a Great One

So, you’ve finally decided to take the plunge and hire a virtual assistant. That’s a great move if you’re looking for someone to help complete those mundane tasks that just can’t be automated. Not to mention, hiring a virtual assistant is affordable and will save you big in terms of opportunity cost. Now that you have decided to hire a virtual assistant, you may be wondering where to start.

Decoding the Role of an Event Coordinator in 2022

The role of an event coordinator goes beyond just managing events, as it is a diverse job that requires knowledge of both planning and marketing. The event coordinator is responsible for preparing event ideas and overseeing their execution with the assistance of other members. Event coordination also includes key responsibilities such as project management, public relations, social media management, recruitment logistics, and more.

Things Holding You Back From Switching Service Desks (And Why They're Wrong)

For IT leaders, it is easy to feel *stuck* with a service desk provider that isn't really working out. But switching to a new service desk tool is a lot easier than you think! This is our list of things IT leaders think are holding them back from making the change... but actually aren't!