Summary
The report explores how enterprise financial services organizations use real-time interaction management software (RTIMS), based on reference customer interviews. Key insights include the need for cross-functional collaboration that includes technology and business teams, a balanced focus on both customer and business metrics, and strategic planning with phased milestones to operationalize high-priority use cases. Additionally, organizations invest in RTIMS as a linchpin solution to help integrate their disparate technology ecosystems and optimize their enterprise customer data infrastructure to ensure AI readiness.
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