Customer Management Services in Financial Services

NelsonHall's next customer management services market analysis will assess the use of customer management services in the financial services sector.

Here use of customer management services has developed beyond basic customer care to encompass more sophisticated customer retention and cross-selling services. In addition, the sector is in the forefront of rebalancing and fine tuning its customer service across locations.

The analysis will:

  • Identify where customer management services is being applied in the financial services sector and why
  • Identify how customer management services is being applied in the financial services sector
  • Quantify the benefits being achieved from use of customer management services
  • Analyze the various delivery approaches being taken to customer management services by the financial services sector
  • Assess the coverage, scale, and capability of individual customer management services vendors
  • Identify the critical success factors for service adoption.

NelsonHall will additionally publish a Financial Services CMS Vendor Landscape in conjunction with this market analysis.

This report will provide additional coverage and assessments of many of the customer management services vendors interviewed in the production of the market analysis. Details provided for each vendor will include:

  • Offerings & application focus
  • Delivery structure, locations, and capabilities
  • Target markets by type of company, industry sector, size etc.
  • Geographic focus
  • Strategic direction
  • Strengths & weaknesses.

Suvradeep can assist you with queries related to Customer Management Services and in particular in supporting queries relating to the content shown within this program.

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CMS Contracts Database

Track the pattern of Customer Management Services service adoption in your industry by monitoring CMS contract awards by your peers. Identify who are the successful vendors in your industry now. Updated monthly - last update August 5, 2008.

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