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How Cloud Technology Cultivates Strong Customer Relationships Through Teamwork

How cloud technology cultivates strong customer relationships through teamwork

“Whether your employees are one desk or entire cities apart, they need each other’s support, knowledge and experience to serve your clients. Cloud-based knowledge-management (KM) software is a winning solution for building better, faster teams in banks and credit unions.” — Steve Pappas

In a busy bank or credit union, providing excellent customer service is becoming increasingly important to the bottom line—according to this study by First Data, “Cultivating strong customer relationships is more important than ever before. Strong relationships lead to loyalty, and loyal customers are more likely to use additional products and services and to refer new customers.”

Leveraging technology to provide the best customer experience

Technology is often credited as driving people apart because it limits the amount of required in-person communication. But as much as it’s created this division, it’s also equally (or perhaps more so) brought people together—especially now that cloud technology is being embraced.

Evolving technology has made it easier for team members to communicate and collaborate with each other quickly and efficiently, and at a minimal cost. Through features like chat, document sharing, email, and remote access, banks and credit unions are better positioned than ever before to serve their customers quickly and efficiently because teams can remain united, even when they’re not working in the same locations.

None of this streamlined communication would be possible without cloud technology. The Guardian reports: “The cloud is enabling increased collaboration: Cloud computing allows organizations to provide collaboration and communication tools, software, apps and access to documents and databases not only from anywhere, but also on a cost per use (or user) basis.”

The cloud enables teams to work together, even when they’re cities apart. By storing data in the cloud rather than on-site servers, teams are able to access the information they need from a seamless single source of truth, contributing to your growing data sources, and ultimately improve the customer experience.

How Panviva helps banks and credit unions foster teamwork

Customers want consistency and accuracy whether they contact your business through social channels, by phone, live chat or in person—it’s more important than ever that all your information is consistent and easily accessible to your agents and clients. Whether your employees are one desk or entire cities apart, they need each other’s support, knowledge, and experience to serve your clients. Cloud-based knowledge-management (KM) software —such as Panviva—is a winning solution for building better, faster teams in banks and credit unions.

Panviva’s cloud-based platform emerged from a driving desire to give employees one-click access to the information they need, when they need it and in the context they need it—to do their jobs right the first time, allowing users to access a central source of knowledge to speed resolution time and provide accurate, precise service.

From your front door to your back office, Panviva is the anchor point that unites your entire team. Take a free interactive test drive and discover how your team can improve every customer interaction — together.

Stephen Pappas

With more than 20 years experience in enterprise software sales and operations, Stephen Pappas manages all aspects of Panviva’s North American operations. He previously served as a Director of International Sales with Harte-Hanks Trillium Software, where he took their enterprise data management offering to 54 countries. Other roles have included Executive Vice President of a SaaS software start-up and Director of Sales and Business Development at PageFlex.

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