Customer operations in financial services

Aberdeen Report: Customer operations in financial services – how to maximise client value and optimise efficiency

This report gives the latest findings from Aberdeen’s 2021 survey of 218 financial firms, highlighting best in class customer operation programs.

Financial services firms are on the move. Traditional/incumbent firms are quickly adopting new – digital – capabilities and innovating to keep up with new entrants/innovators that face lower barriers to entry and disrupt the ways the industry has traditionally operated.

Meanwhile, firms must also regularly monitor and ensure compliance with regulations impacting their activities.

Customer operations activities have a key impact on financial firms’ ability to accomplish these goals.

Download this free report to get the latest findings from Aberdeen’s 2021 survey of 218 financial firms, highlighting best in class customer operation programmes.

You’ll gain insight into:

  • What high priority items are financial services firms focused on within customer operations?
  • To what extent can improvements in customer operations drive overall business performance?
  • What are the key activities and technology enablers being considered?

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