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Aligning Customer Success Strategies to Exceed Customer Expectations ft. Sam Slevin (AlphaSense)

Unchurned - The No. 1 podcast for Customer Success

CHAPTER

Navigating AI in Financial Services

This chapter explores the evolution of a financial company leveraging artificial intelligence and data analytics to enhance decision-making and broaden its business functions. It discusses the significance of customer success strategies, emphasizing value delivery and the importance of understanding client needs. Additionally, the chapter highlights the necessity for collaboration between customer success managers and account executives to effectively manage relationships within diverse organizational structures.

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