Best Practice Report

Use Your Contact Center To Deliver Great Banking Customer Experiences

Great Customer Service Does Not Happen By Chance

April 4th, 2019
With contributors:
Kate Leggett , Ian Jacobs , Benjamin Ensor , Sneha Dawda , Shayna Neuburg


We surveyed and interviewed executives at retail banks to understand the state of contact centers and customer service in retail banking. This report examines the findings from our survey and interviews of executives at banks who are members of Efma. It reveals retail banks' lack of maturity at managing customer service. The report also highlights good practices that customer service and digital business strategy professionals at banks can use to improve their customer service.

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Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.