Tag: Finance

How an Internal Finance Chatbot Can Boost Customer Experience | by The ChatC Group | Aug, 2021

10Aug

By The ChatC GroupNo Comments

ai bot, ai chat, ai chatbot, artificial-intelligence, best chatbot, bots, chatbot, chatbot ai, chatbot app, chatbot online, chatbot website, chatbots, conversation with ai, creating chatbots, customer-experience, finance, robot chat

How an Internal Finance Chatbot Can Boost Customer Experience | by The ChatC Group | Aug, 2021

Financial plans are important documents and take a substantial amount of time to create and communicate to the customer. But, should they really take that long from start to finish? The answer might surprise you in this article comparing two very different banks.To showcase how a finance chatbot could revolutionize customer experience, this article details the traditional financial planning approach versus the newly transformed, automation-enhanced approach.At many institutions, the process of creating, verifying, approving, and delivering a financial plan is a long, drawn-out process. A total timeline of two or three months is not uncommon. In researching how this process unfolds, the bottlenecks identified were intriguing, because there seems to be a workaround for these issues. But befo...

Marketing vs. Finance: 3 Ways to Fix the Relationship

25Dec

By Digital MarketerNo Comments

Digital Marketing, digital mkt, Internet marketing, Online Marketing

Marketing vs. Finance: 3 Ways to Fix the Relationship

One is buttoned up; the other likes to test boundaries. One wields a sharp pencil; the other prefers colored markers. One focuses on mitigating risk; the other on being seen and heard. I'm referring, of course, to the CFO and CMO, sometimes called "the odd couple" of the C-suite. Despite their differences, they do share one thing—their boss. So they have to find a way to get along. The Marketing-Finance relationship has often been described as an adversarial tug-of-war: Marketing is on one side spending the company's money, and Finance is on the other, trying to save it. Investment or Cost? Although the marketing department views itself as an investment that drives revenue, its counterparts in Finance view marketing as a cost. After all, on a company's P&L statement, ma...