{"id":107588,"date":"2025-03-26T08:36:00","date_gmt":"2025-03-26T08:36:00","guid":{"rendered":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/?post_type=resources&#038;p=107588"},"modified":"2025-04-03T15:12:29","modified_gmt":"2025-04-03T15:12:29","slug":"customer-trust-financial-services-learning","status":"publish","type":"resources","link":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/resources\/customer-trust-financial-services-learning\/","title":{"rendered":"The Trust Equation: Building Skills to Strengthen Client Relationships in Financial Services"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Today\u2019s financial services customers expect a digital-first experience and will give their loyalty to companies that innovate and evolve quickly. Since many customers interact with financial firms exclusively through a screen, organizations are at a pivotal point requiring them to redefine traditional customer relationships. To build lasting trust, the financial services sector must blend \u200cthe cutting-edge technology customers expect with human expertise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>The Trust Equation: Using L&amp;D to Build Strong Client Relationships in Financial Services<\/em> examines how pioneering financial institutions are strengthening customer connections by investing in their employee\u2019s development, prioritizing an intersection of emerging technologies and traditional customer service strategies reconsidered for the screen experience. Accenture reports that two-thirds of customers believe financial services organizations haven&#8217;t responded quickly enough to their changing digital needs. This is the time for companies to prioritize both technological adoption and employee development to see a significant competitive advantage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Download this ebook to discover how financial services companies can strengthen customer trust and loyalty by investing in the skills that will power innovation. Included are insights on how organizations are using strategic development to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Evolve from service provider to trusted advisor through strategic workforce development<\/li>\n\n\n\n<li>Deliver personalized recommendations to meet customer expectations<\/li>\n\n\n\n<li>Build cross-organizational capabilities to understand and respond to customer needs<\/li>\n\n\n\n<li>Implement continuous measurement frameworks that identify experience improvement opportunities<\/li>\n<\/ul>\n\n\n<style id=\"jv-blocks_ff81de-28\" type=\"text\/css\">#jv-layout-id_ff81de-28 {margin-top:24px;margin-bottom:0px;}#jv-layout-id_ff81de-28 > .jv-row-column-wrap {padding-top:0px;padding-bottom:0px;padding-left:0px;padding-right:0px;}<\/style>\n<div class=\"wp-block-jarvis-rowlayout alignnone\"><div id=\"jv-layout-id_ff81de-28\" class=\"jv-row-layout-inner jv-layout-id_ff81de-28\"><div class=\"jv-row-column-wrap jv-has-1-columns jv-gutter-default jv-v-gutter-default jv-row-valign-top jv-row-layout-equal jv-tab-layout-inherit jv-m-colapse-left-to-right jv-mobile-layout-row\"><style id=\"jv-blocks_899c9c-70\" type=\"text\/css\">.jv-row-layout-inner > .jv-row-column-wrap > .jarvis-column_899c9c-70 > .jv-inside-inner-col {padding-top:64px;padding-bottom:64px;padding-left:64px;padding-right:64px;border-radius:12px 12px 12px 12px ;}<\/style>\n<div class=\"wp-block-jarvis-column inner-column-1 jarvis-column_899c9c-70\"><div class=\"jv-inside-inner-col\" style=\"background:rgba(242, 239, 255, 1)\"><style id=\"jv-blocks_8ba8ee-b5\" type=\"text\/css\">#jv-layout-id_8ba8ee-b5 {margin-top:0px;margin-bottom:0px;}#jv-layout-id_8ba8ee-b5 > .jv-row-column-wrap {padding-top:0px;padding-bottom:0px;padding-left:0px;padding-right:0px;}<\/style>\n<div class=\"wp-block-jarvis-rowlayout alignnone\"><div id=\"jv-layout-id_8ba8ee-b5\" class=\"jv-row-layout-inner jv-layout-id_8ba8ee-b5\"><div class=\"jv-row-column-wrap jv-has-1-columns jv-gutter-default jv-v-gutter-default jv-row-valign-top jv-row-layout-equal jv-tab-layout-inherit jv-m-colapse-left-to-right jv-mobile-layout-row\"><style id=\"jv-blocks_2f1e5b-b6\" type=\"text\/css\">.jv-row-layout-inner > .jv-row-column-wrap > .jarvis-column_2f1e5b-b6 {text-align:center;}<\/style>\n<div class=\"wp-block-jarvis-column inner-column-1 jarvis-column_2f1e5b-b6\"><div class=\"jv-inside-inner-col\"><style id=\"jv-blocks_768fd0-b0\" type=\"text\/css\">#jv-adv-heading_768fd0-b0, #jv-adv-heading_768fd0-b0 .wp-block-jarvis-advancedheading {font-size:24px;line-height:36px;font-weight:400;font-family:Udemy-Regular, 'Udemy-Sans-fallback', sans-serif;}@media (max-width: 767px) {#jv-adv-heading_768fd0-b0, #jv-adv-heading_768fd0-b0 .wp-block-jarvis-advancedheading {font-size:24px;line-height:32px;}}<\/style>\n<h2 id=\"jv-adv-heading_768fd0-b0\" class=\"jv-adv-heading_768fd0-b0 wp-block-jarvis-advancedheading has-kb-palette-9-color\" style=\"margin-top:0px;margin-bottom:40px\">Preview our platform with this interactive tour for Financial Services<\/h2>\n\n\n\n\t\t<a\n\t\thref=\"javascript:void(0);\"\n\t\trole=\"button\"\n\t\tclass=\"btn brand-button \"\n\t\tdata-navattic-open=\"https:\/\/capture.navattic.com\/cm7wk7pcp000003js3owj4ctm\"\n\t\tdata-navattic-title=\"Navattic Product Tour\"\n\t\taria-label=\"Start tour\">\n\t\tStart tour\t<\/a>\n\n<script type=\"text\/javascript\">\n\tdocument.addEventListener(\"DOMContentLoaded\", function() {\n\n\t\t\/\/ NOTE: this object is injected as JSON, not interpolated JS expressions\n\t\tvar NAVATTIC = {\"embedExperience\":\"modal\",\"defaultTourType\":\"ungated\",\"formLang\":\"ko\",\"desktop\":{\"gated\":\"cm7wk7pcp000003js3owj4ctm\",\"ungated\":\"cm7wk7pcp000003js3owj4ctm\"},\"mobile\":{\"gated\":\"\",\"ungated\":\"\"}};\n\n\t\tfunction isMobileViewport() {\n\t\t\tvar w = window.innerWidth;\n\t\t\tif (window.visualViewport && typeof window.visualViewport.width === \"number\") {\n\t\t\t\tw = window.visualViewport.width;\n\t\t\t}\n\t\t\treturn w <= 768;\n\t\t}\n\n\t\tfunction pickTourId() {\n\t\t\tvar urlParams = new URLSearchParams(window.location.search);\n\t\t\tvar mobile = isMobileViewport();\n\n\t\t\t\/\/ Choose gated id without using &#038;&#038;\n\t\t\tvar gated = NAVATTIC.desktop.gated;\n\t\t\tif (mobile) {\n\t\t\t\tif (NAVATTIC.mobile.gated) gated = NAVATTIC.mobile.gated;\n\t\t\t}\n\n\t\t\t\/\/ Choose ungated id without using &#038;&#038;\n\t\t\tvar ungated = NAVATTIC.desktop.ungated;\n\t\t\tif (mobile) {\n\t\t\t\tif (NAVATTIC.mobile.ungated) ungated = NAVATTIC.mobile.ungated;\n\t\t\t}\n\n\t\t\t\/\/ form=0 forces ungated if available\n\t\t\tif (urlParams.get(\"form\") === \"0\") {\n\t\t\t\tif (ungated) return ungated;\n\t\t\t}\n\n\t\t\t\/\/ Default choice\n\t\t\tif (NAVATTIC.defaultTourType === \"ungated\") {\n\t\t\t\treturn ungated ? ungated : gated;\n\t\t\t}\n\t\t\treturn gated ? gated : ungated;\n\t\t}\n\n\t\t\/\/ The params the tour's Marketo form reads: this page's own query string\n\t\t\/\/ (utm_* and the rest, which persist.js has already re-applied from\n\t\t\/\/ sessionStorage), plus current_url, form_lang and country_code. Read\n\t\t\/\/ fresh on every call.\n\t\tfunction buildTourParams() {\n\t\t\tvar params = new URLSearchParams();\n\n\t\t\t\/\/ preserve all existing params (including duplicates)\n\t\t\tnew URLSearchParams(window.location.search).forEach(function(value, key) {\n\t\t\t\tparams.append(key, value);\n\t\t\t});\n\n\t\t\t\/\/ current_url\n\t\t\tvar currentURLwithoutParams = window.location.origin + window.location.pathname;\n\t\t\tif (!currentURLwithoutParams.endsWith(\"\/\")) currentURLwithoutParams += \"\/\";\n\t\t\tparams.set(\"current_url\", currentURLwithoutParams);\n\n\t\t\t\/\/ form_lang - see the note above; `lang` is reserved by Navattic\n\t\t\tif (NAVATTIC.formLang) {\n\t\t\t\tparams.set(\"form_lang\", NAVATTIC.formLang);\n\t\t\t}\n\n\t\t\t\/\/ country_code\n\t\t\tif (typeof ufb_cta_data !== \"undefined\") {\n\t\t\t\tif (ufb_cta_data) {\n\t\t\t\t\tif (ufb_cta_data.country_code) {\n\t\t\t\t\t\tparams.set(\"country_code\", ufb_cta_data.country_code);\n\t\t\t\t\t}\n\t\t\t\t}\n\t\t\t}\n\n\t\t\treturn params;\n\t\t}\n\n\t\t\/\/ Build URL with URL\/URLSearchParams so we never concatenate '&#038;'\n\t\tfunction buildNavatticUrl(id) {\n\t\t\tif (!id) return \"\";\n\n\t\t\tvar base = new URL(\"https:\/\/capture.navattic.com\/\" + id);\n\t\t\tbuildTourParams().forEach(function(value, key) {\n\t\t\t\tbase.searchParams.append(key, value);\n\t\t\t});\n\n\t\t\treturn base.toString();\n\t\t}\n\n\t\t\/\/ Navattic renders the tour's Marketo form in its own nested iframe,\n\t\t\/\/ forms.navattic.com\/form-host, whose URL carries none of the params\n\t\t\/\/ above. The form's behavior script (Marketo form 4358) asks this page\n\t\t\/\/ for them with a postMessage, and this listener answers with the same\n\t\t\/\/ params the tour URL already gets. Only frames nested inside this page\n\t\t\/\/ are answered. Registered once, even with several tour blocks on a page.\n\t\tfunction isNestedInThisPage(win) {\n\t\t\tvar w = win;\n\t\t\tfor (var i = 0; i < 10; i++) {\n\t\t\t\tvar parentWin;\n\t\t\t\ttry {\n\t\t\t\t\tparentWin = w.parent;\n\t\t\t\t} catch (e) {\n\t\t\t\t\treturn false;\n\t\t\t\t}\n\t\t\t\tif (parentWin === window) return true;\n\t\t\t\tif (!parentWin || parentWin === w) return false;\n\t\t\t\tw = parentWin;\n\t\t\t}\n\t\t\treturn false;\n\t\t}\n\n\t\tif (!window.ubNavatticTourContextListener) {\n\t\t\twindow.ubNavatticTourContextListener = true;\n\n\t\t\twindow.addEventListener(\"message\", function(event) {\n\t\t\t\tif (event.origin !== \"https:\/\/forms.navattic.com\") return;\n\n\t\t\t\tvar data = event.data;\n\t\t\t\tif (!data) return;\n\t\t\t\tif (data.type !== \"ub-tour-context-request\") return;\n\t\t\t\tif (!event.source) return;\n\t\t\t\tif (!isNestedInThisPage(event.source)) return;\n\n\t\t\t\tevent.source.postMessage({\n\t\t\t\t\ttype: \"ub-tour-context\",\n\t\t\t\t\trequestId: data.requestId,\n\t\t\t\t\tparams: buildTourParams().toString()\n\t\t\t\t}, event.origin);\n\t\t\t});\n\t\t}\n\n\t\tfunction applyNavattic() {\n\t\t\tvar chosenId = pickTourId();\n\t\t\tvar navatticSrc = buildNavatticUrl(chosenId);\n\t\t\tif (!navatticSrc) return;\n\n\t\t\tif (NAVATTIC.embedExperience === \"modal\") {\n\t\t\t\tvar btn = document.querySelector('a[data-navattic-open]');\n\t\t\t\tif (btn) btn.setAttribute(\"data-navattic-open\", navatticSrc);\n\t\t\t\treturn;\n\t\t\t}\n\n\t\t\tvar iframe = document.querySelector('iframe[data-navattic-demo-id], iframe[src*=\"capture.navattic.com\"]');\n\t\t\tif (!iframe) return;\n\n\t\t\t\/\/ If already correct, do nothing (no &#038;&#038;)\n\t\t\tvar srcOk = iframe.getAttribute(\"src\") === navatticSrc;\n\t\t\tvar idOk = iframe.getAttribute(\"data-navattic-demo-id\") === chosenId;\n\t\t\tif (srcOk) {\n\t\t\t\tif (idOk) return;\n\t\t\t}\n\n\t\t\t\/\/ Remount iframe to force Navattic init on the chosen ID\n\t\t\tvar parent = iframe.parentNode;\n\t\t\tvar next = iframe.nextSibling;\n\n\t\t\tvar replacement = iframe.cloneNode(false);\n\t\t\treplacement.setAttribute(\"data-navattic-demo-id\", chosenId);\n\t\t\treplacement.setAttribute(\"src\", navatticSrc);\n\n\t\t\tparent.removeChild(iframe);\n\t\t\tparent.insertBefore(replacement, next);\n\t\t}\n\n\t\tfunction applyWithRetries(attempts) {\n\t\t\tapplyNavattic();\n\n\t\t\tif (NAVATTIC.embedExperience === \"modal\") return;\n\n\t\t\tvar iframeNow = document.querySelector('iframe[data-navattic-demo-id], iframe[src*=\"capture.navattic.com\"]');\n\t\t\tif (!iframeNow) {\n\t\t\t\tif (attempts > 0) {\n\t\t\t\t\tsetTimeout(function() {\n\t\t\t\t\t\tapplyWithRetries(attempts - 1);\n\t\t\t\t\t}, 100);\n\t\t\t\t}\n\t\t\t}\n\t\t}\n\n\t\tapplyWithRetries(20);\n\t});\n<\/script>\n<\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Today\u2019s financial services customers expect a digital-first experience and will give their loyalty to companies that innovate and evolve quickly. &hellip;<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"single-resources-formright.php","categories":[],"resource_type":[27],"event_status":[],"class_list":["post-107588","resources","type-resources","status-publish","hentry","resource_type-ebooks","post","without-featured-image"],"acf":{"choose_resource_hubs":["default","smb"],"publish_to_selected_resource_hubs":["yes"],"resource_topics":["l_d_best_practices","technical_upskilling"],"archive_thumbnail":{"ID":107596,"id":107596,"title":"ABM25Q1_FinServ_Trust Equation_ResourceThumbnail","filename":"ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg","filesize":450890,"url":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","link":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/ko\/abm25q1_finserv_trust-equation_resourcethumbnail-2\/","alt":"","author":"119","description":"","caption":"","name":"abm25q1_finserv_trust-equation_resourcethumbnail-2","status":"inherit","uploaded_to":0,"date":"2025-03-24 19:53:06","modified":"2025-03-24 19:54:14","menu_order":0,"mime_type":"image\/jpeg","type":"image","subtype":"jpeg","icon":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-includes\/images\/media\/default.png","width":895,"height":523,"sizes":{"thumbnail":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail-150x88.jpg.webp","thumbnail-width":150,"thumbnail-height":88,"medium":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail-300x175.jpg.webp","medium-width":300,"medium-height":175,"medium_large":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail-768x449.jpg.webp","medium_large-width":768,"medium_large-height":449,"large":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","large-width":895,"large-height":523,"1536x1536":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","1536x1536-width":895,"1536x1536-height":523,"2048x2048":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","2048x2048-width":895,"2048x2048-height":523,"genesis-block-theme-featured-image":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","genesis-block-theme-featured-image-width":895,"genesis-block-theme-featured-image-height":523,"genesis-block-theme-featured-image-wide":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","genesis-block-theme-featured-image-wide-width":895,"genesis-block-theme-featured-image-wide-height":523,"genesis-block-theme-logo":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail-300x175.jpg.webp","genesis-block-theme-logo-width":300,"genesis-block-theme-logo-height":175,"genesis-block-theme-mobile":"https:\/\/business--udemy--com.udemy.coolkeypoint.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","genesis-block-theme-mobile-width":480,"genesis-block-theme-mobile-height":280}},"marketo_form_id":"2653","custom_terms":"","marketo_form_custom_header":"","resource_image":107608,"video_cta_type":"","video_cta_action":"","pdf_report":"https:\/\/info--udemy--com.udemy.coolkeypoint.com\/rs\/273-CKQ-053\/images\/UdemyBusiness_FinServ_The_Trust_Equation_ebook.pdf?version=0"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.8 (Yoast SEO v28.8) - 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