Banking Checklist

Successfully Managing Your Remote Agents & Relationship Managers

Download the Checklist

60% of companies will have agents and relationship managers working from home for the foreseeable future. Many banks that used to serve clients through branches and contact centers are now servicing their clients through remote/work-from-home agents.

This checklist is designed to help banks operate more efficiently in the new normal, by empowering their agents, relationship managers and contact centers overall to provide banking-on-the-go.

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