Webinar: Knowledge Management for Finance and Insurance Service Teams

Meet the expectations for a new generation of customers

Customer expectations are changing as fast as technology. They expect the same effortless experience they get from Amazon, Apple, or Google.

To deliver on those needs, financial and insurance providers need to pivot to a customer-focused perspective to both stand out and retain customers. Especially when customers may have no physical interaction with the company. 

In our webinar Robbie Plourde will show you best practices for customer retention and how knowledge management can be leveraged to:

  • Meet the customer experience challenges of today and tomorrow
  • Increase customer service efficiency
  • Enable 24/7 self-service for employees and customers


Robbie Plourde Executive Sales Enablement Lead