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Leveraging unified communications to drive business value and compliance in financial services

Leveraging unified communications to drive business value and compliance in financial services


Cloud enabled unified communications — also known as unified communications as a service, or UCaaS — brings many benefits to financial institutions by creating more efficient and effective means of communication, enhancing their customer relationships, and improving productivity and employee engagement. Incorporating a comprehensive platform that includes messaging, video, and phone offers both employees and customers numerous options for engaging in conversations and making financial decisions. Because unified communications open more channels for communication, banks and investment management companies are able to meet customers where they are and via their preferred methods of interacting and communicating, while empowering employees to work productively from any location. Join speakers from Theta Lake, RingCentral, and Deloitte as they discuss how a unified communications strategy can help drive value for your company by:

  • Improving and personalizing the customer experience
  • Increasing availability for real-time conversations and taking action
  • Managing risk and regulatory compliance
  • Enhancing internal communication for better collaboration and faster decision-making

Featured Speakers: 

Matt Lehmann

Industry Principal, Financial Services RingCentral

Christine Duque

Global Marketing Strategy Consultant Deloitte Consulting

Marc Gillman

VP of Compliance and General Counsel Theta Lake

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Built To Win: A Customer-Centric culture starts with your employees

Join us for RingCentral’s CX Book Club Event. During this webinar, we will be featuring Annette Franz’s new book, Built to Win. Franz outlines 10 key principles to building a customer centric culture — which begins with a people-centric culture. 2022 is the Year of the Agent ~ does your culture and company values enable your agents along with the rest of the organization to provide a customer-centric experience? During this hour webinar, you will learn:

  • The difference between customer focused and customer centric
  • The 10 key principles to building a customer centric culture that drives value for your organization
  • Why “employees more first”?

Featured Speakers: 

Shep Hyken

Chief Amazement Officer Shepard Presentations

Annette Franz

Author of Built to Win and Founder and CEO Journey, Inc

Joanna Palmer

CX Client Principal, Contact Center RingCentral

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The Critical Role of Employee Engagement to an Agency’s Mission

Agencies face unique challenges to creating a sense of community and sustaining employee engagement as they focus on achieving their mission and serving their constituents. Hybrid work environments provide great employee flexibility, but they make it harder for teams to stay connected. Job stress and burnout have led to a wave of retirements and resignations – putting even more pressure on remaining employees who have to pick up the slack with limited time and resources.

Maintaining employee engagement is critical to attracting and retaining a productive and efficient workforce. To better understand the intersection of employee engagement, communication, collaboration and a sense of community – and how each of those factors contributes to agency mission and constituent experience – the Center for Digital Government and RingCentral have surveyed state and local leaders on the tools, technologies and strategies that help keep employees motivated and engaged.

Join us for this webinar, in which we’ll present exclusive findings from this research, along with reactions and best practices from a panel of experts.

Featured Speakers: 

Naveed Husain

VP Vertical Industry Principals RingCentral

Otto Doll

Senior Fellow Center for Digital Government

Bob Woolley

Senior Fellow Center for Digital Government

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5 Reasons Voice Tech is the Next Disruptor in the Next 5 Years

The way businesses adapted to COVID-19 was nothing short of remarkable. Entire companies shifted from physical to digital workplaces overnight. They reinvented work cultures, implemented new tools, and saw their teams thrive in remote environments.

Over the next five years, we are bound to see advances emerge in voice tech, where innovation will accelerate at breakneck speeds and change how we live, work, and communicate, forever.

With some eye-opening evidence from survey stats and key indications from big tech investments, this webinar identifies the latest trends, and innovations we can expect in voice tech in the next 5 years and why it’s the next frontier for total disruption.

Join us for this informative webinar to hear from experts on:

  • Why voice is going to underpin all user tech experiences in the future
  • Key indicators of voice innovations and investments from industry giants
  • Emerging trends CIOs should not ignore

Featured Speakers: 

Praveen Mamnani

VP Product Management RingCentral

Ashima Bhatt

Senior Manager Product Marketing, Voice Solutions RingCentral

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The Financial Impact of Intelligent, Connected Healthcare Experiences

Healthcare providers have reached a communications tipping point. Outdated phone systems and siloed internal coordination tools aren’t built to support connected, patient-centered experiences. Providers need a flexible, secure communications system to simplify point-of-care workflows, increase patient satisfaction, and improve financial performance.

During our live webinar, you’ll learn how RingCentral’s cloud communication platform helps providers achieve financial KPIs and ROI by:
 
  • Reducing physician referral churn.
  • Connecting your clinical applications so they work better together.
  • Engaging patients with dynamic, adaptive, and personalized communication touchpoints throughout their care journey.

Featured Speakers: 

Lance Mehaffey

Senior Director of Healthcare
Product Marketing
RingCentral

John Poli

Healthcare Industry Principal
RingCentral

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5 reasons to invest in a unified cloud communications platform

To succeed in today’s changing markets, businesses need to prepare themselves for rapid transformation. But disconnected vendors and systems can negatively impact customer experience and slow down innovation. A unified communications platform can power intelligent, connected employee and customer touchpoints at scale—and accelerate business outcomes.

Join our on-demand webinar to explore five benefits of a centralized platform that supports internal and external communications:

  • Faster, more personalized customer experiences
  • Deeper insights into customer sentiment and engagement
  • Centralized insights and reporting
  • Improved ROI and cost optimization
  • Scalable multi-location and global deployments


We’ll also explore how RingCentral’s complete communications platform powers seamless business and customer experiences—while consolidating billing and network management with a single vendor.

Featured Speakers: 

Ken Zeng

AVP, GTM Product and Solutions Marketing RingCentral

Joanna Palmer

CX Client Principal—Contact Center RingCentral

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2023 CX Trends: How to position your company to drive growth

Providing a great customer experience (CX) is more critical to business success than ever before—and technology is a key driver of contact center success.

Traditionally, businesses have invested in separate employee communication and customer communication solutions to support CX programs. Over the next five years, Forrester predicts these separate technology offerings will converge into integrated communications solutions that support great experiences across the board while reducing costs.

This fireside chat featuring Forrester Principal Analyst Max Ball RingCentral technology leaders Amir Hameed and Gayathri Krishnamurthy will explore why the CX landscape is moving toward a unified technology stack to drive business growth. We’ll also explore the benefits of adopting a single communications solution, including:

  • More efficient operations
  • Seamless internal and external communications
  • Reduced interaction time handling to resolve customer issues
  • Legacy system cost savings
  • Decreased IT support time
  • Travel cost reductions

Featured Speakers: 

Max Ball

Principal Analyst Forrester

Amir Hameed

SVP, Worldwide Solutions Sales & Engineering Ring Central

Gayathri Krishnamurthy

AVP, Product Marketing RingCentral

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CX transformation: 3 key technology areas to invest in now

When faced with macroeconomic uncertainty, business leaders want levers they can pull to boost financial performance—and customer experience is a critical one. Simply adding technology or changing processes isn’t enough. Businesses need full CX transformations to truly move key metrics in the right direction.

This year, 83% of companies are engaged in CX transformation projects—more than any other year measured, according to Metrigy’s latest research study. In this live webinar, we’ll focus on three key areas that help agents work more efficiently, address customer issues, and improve customer loyalty.

Learn how successful companies:

  • Integrate contact center software with UCaaS and other CX platforms to drive efficiency
  • Ensure customer retention by providing AI-driven self-serve, digital, and omnichannel solutions
  • Empower agents with in-the-moment assistance, so they can resolve customer issues faster and more accurately

Featured Speakers: 

Robin Gareiss

CEO & PRINCIPAL ANALYST Metrigy

Geeta Menon

CX Product Marketing Director RingCentral

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Becker’s Healthcare: The financial impact of intelligent healthcare communication

Healthcare providers have reached a communications tipping point. Outdated phone systems and siloed internal coordination tools aren’t built to support connected, patient-centered experiences. In this live webinar, we’ll explore why providers need a flexible, secure communications system to simplify point-of-care workflows and improve financial outcomes.

What You’ll Learn
 
  • How engaging patients today requires dynamic and personalized communication touchpoints throughout their care journey.
  • How connecting your clinical applications can reduce patient referral churn and care coordination challenges.
  • How an integrated cloud communications platform helps provider organizations achieve financial KPIs and drive ROI.

Featured Speakers: 

Lance Mehaffey

Senior Director of Industry Marketing, Healthcare Principal RingCentral

John Poli

Industry Principal, Healthcare RingCentral

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Driving exceptional policyholder and employee experiences in insurance

Across every industry, consumers expect hyper-personalized, omnichannel, connected experiences—and insurance is no different. To attract digitally savvy policyholders and support workers in onsite and hybrid roles, insurance companies are investing in a variety of different technologies to support a seamless customer and employee experience.

During the session, Datos Insights Senior Principal Carey Geaglone, RingCentral Head of Industry Strategy, Financial Services Matthew Lehman, Independent Insurance Agents & Brokers of America (IIABA) Executive Director, Agents Council for Technology Chris Cline explored how:
 
  • Leveraging integrated cloud communications/collaboration and contact center solutions drives business value and personalized, seamless experiences in insurance
  • AI is impacting conversational chat and shaping policyholder experience strategies
  • Secure and compliant communication solutions protect customer data and support regulatory and audit requirements

Featured Speakers: 

Carey Geaglone

Senior Principal Datos Insights

Matthew Lehman

Head of Industry Strategy, Financial Services RingCentral

Chris Cline

Executive Director Agents Council for Technology IIABA

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