Checklist – Omnichannel implementation for finance and fintech companies

An easy-to-follow checklist created by Everest Group, in partnership with TELUS International, to help today’s most successful financial services and fintech firms acquire and retain customers while managing the complex process of moving to a true omnichannel strategy.

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This checklist covers:

  • People, process and technology success factors
  • Budgeting and resource considerations
  • Achieving a balanced high-tech, high-touch approach to customer service
  • And more

Get your free checklist now!

Customer testimonial

The key word is partnership. Our relationship is rich in collaboration, rich in trust and lots of energy between the companies working to put our customers first.

VP Operations, Financing arm of Fortune 100 company