Financial Services Firms Must be Customer-Focused | AccountingWEB

Financial Services Firms Must be Customer-Focused

If you're a CPA or accounting professional delivering financial services, then you'll want to pay attention to the results of a new study conducted by Computer Sciences Corporation that zeros in on refining customer service management techniques.

The company's 12th Annual Critical Issues of Information Systems Management Study found that competition has caused companies to take a more active role in their customer's concerns.

At the same time, gathering critical information on each customer, and using that information to learn more about buying habits, also has become more important.

However, misusing this information can be detrimental. To remain effective, financial services organizations will have to find creative ways to harness this data and ensure that the relationship with the customer is not damaged by overusing this information.

Wait, there's more!
There's always more at AccountingWEB. We're an active community of financial professionals and journalists who strive to bring you valuable content every day. If you'd like, let us know your interests and we'll send you a few articles every week either in taxation, practice excellence, or just our most popular stories from that week. It's free to sign up and to be a part of our community.