The underlying problem

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Multichannel Once we have defined our “ideal client”, we can begin to define how and where to speak to them. As these are Fintechs , our clients will be immersed in the digital age, so effective and transparent communication through all possible channels is essential, providing the client with the certainty of reliability. Without this perception, it will be difficult to close the prospect’s purchasing cycle. It is important to have several and diverse channels that allow the user to communicate with the company. It may seem like more work for your customer service agents, however, you can use a platform that allows you to attend to all your communication channels at the same time, while your prospect or client will feel listened to and supported.


In the financial sector, one of the main poland whatsapp number data metrics is acquisition. Acquiring new customers is important. Marketing managers' goals include attracting new users every month. But if marketing managers are alone in achieving this goal, many of the new customers who enter through one door may leave through another. And the problem is customer service in Fintech. In many cases, too much emphasis is placed on acquisition over retention, which is a fatal mistake. is that, while acquisition is the responsibility of marketing, retention is the responsibility of many other areas that should work together to achieve good customer service in Fintechs.