{"id":108006,"date":"2025-03-28T00:07:40","date_gmt":"2025-03-28T00:07:40","guid":{"rendered":"https:\/\/business.udemy.com\/resources\/customer-trust-financial-services-learning\/"},"modified":"2025-06-03T21:07:57","modified_gmt":"2025-06-03T21:07:57","slug":"customer-trust-financial-services-learning","status":"publish","type":"resources","link":"https:\/\/business.udemy.com\/de\/resources\/customer-trust-financial-services-learning\/","title":{"rendered":"Die Vertrauensformel: Skills-Aufbau zur St\u00e4rkung der Kundenbeziehungen in der Finanzdienstleistungsbranche"},"content":{"rendered":"\n<p>Kund:innen erwarten von Finanzdienstleistern heute digitalen Service und entscheiden sich bevorzugt f\u00fcr innovative Anbieter, die mit der Zeit gehen. Da viele Kund:innen inzwischen nur noch am Bildschirm mit Finanzdienstleistern interagieren, stehen die Unternehmen jetzt an einem Wendepunkt, an dem sie die traditionellen Kundenbeziehungen neu definieren m\u00fcssen. Um langfristige, vertrauensvolle Beziehungen aufzubauen, muss die Finanzbranche den Spagat zwischen modernster Technik, die von der Kundschaft erwartet wird, und menschlicher Erfahrung und Kompetenz schaffen.<\/p>\n\n<p>In <em>Die Vertrauensformel: Weiterbildung als Schl\u00fcssel zu starken Kundenbeziehungen in der Finanzdienstleistungsbranche<\/em> wird untersucht, wie f\u00fchrende Finanzdienstleister ihre Kundenbeziehungen durch Investitionen in die Entwicklung ihrer Belegschaft st\u00e4rken. Dabei wird verst\u00e4rkt Wert auf die Schnittstelle zwischen neuen Technologien und traditionellen Strategien im Kundenservice gelegt, die an die digitalen Interaktionsformen angepasst werden. Laut dem Accenture-Bericht sind zwei Drittel der Kundschaft der Ansicht, dass Finanzdienstleistungsunternehmen nicht schnell genug auf ihre ge\u00e4nderten Digitalisierungsbed\u00fcrfnisse reagiert haben. Unternehmen m\u00fcssen jetzt verst\u00e4rkt sowohl neue Technologien als auch die Entwicklung ihrer Belegschaft vorantreiben, um einen sp\u00fcrbaren Wettbewerbsvorteil zu erhalten.<\/p>\n\n<p>Lade dir dieses E-Book herunter, um zu erfahren, wie Finanzdienstleister das Vertrauen und die Loyalit\u00e4t der Kunden st\u00e4rken, indem sie in Skills investieren, die die Innovationskraft f\u00f6rdern. Es beschreibt, wie Unternehmen strategische Entwicklungsm\u00f6glichkeiten einsetzen, um:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>sich durch strategische Personalentwicklung vom reinen Dienstleister zum vertrauten beratenden Partner zu entwickeln<\/li>\n\n\n\n<li>personalisierte Empfehlungen abgeben zu k\u00f6nnen, um Kundenerwartungen zu erf\u00fcllen<\/li>\n\n\n\n<li>unternehmens\u00fcbergreifende F\u00e4higkeiten aufzubauen, die dabei helfen, die Bed\u00fcrfnisse der Kundschaft zu verstehen und darauf zu reagieren<\/li>\n\n\n\n<li>Rahmensysteme zur kontinuierlichen Ergebnismessung einzusetzen, mit denen Verbesserungspotenziale erkannt werden k\u00f6nnen<\/li>\n<\/ul>\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;}@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\">Starte die interaktive Tour f\u00fcr Finanzdienstleister, um unsere Plattform in Aktion zu erleben!<\/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=\"Tour starten\">\n\t\tTour starten\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\",\"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\/\/ 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\tvar current = new URLSearchParams(window.location.search);\n\n\t\t\t\/\/ preserve all existing params (including duplicates)\n\t\t\tcurrent.forEach(function(value, key) {\n\t\t\t\tbase.searchParams.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\tbase.searchParams.set(\"current_url\", currentURLwithoutParams);\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\tbase.searchParams.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 base.toString();\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>Kund:innen erwarten von Finanzdienstleistern heute digitalen Service und entscheiden sich bevorzugt f\u00fcr innovative Anbieter, die mit der Zeit gehen. Da &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-108006","resources","type-resources","status-publish","hentry","resource_type-ebooks","post","without-featured-image"],"acf":{"marketo_form_id":"2653","publish_to_selected_resource_hubs":["yes"],"archive_thumbnail":"https:\/\/business.udemy.com\/wp-content\/uploads\/2025\/03\/ABM25Q1_FinServ_Trust-Equation_ResourceThumbnail.jpg.webp","resource_image":107604,"pdf_report":"https:\/\/info.udemy.com\/rs\/273-CKQ-053\/images\/FinServ-Ebook-The-Trust-Equation-FINAL_DE.pdf?version=0","custom_terms":"","marketo_form_custom_header":"","video_cta_type":"","video_cta_action":"","choose_resource_hubs":["default","smb"],"resource_topics":["l_d_best_practices","technical_upskilling"]},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Die Vertrauensformel: Skills-Aufbau zur St\u00e4rkung der Kundenbeziehungen in der Finanzdienstleistungsbranche - Udemy Business<\/title>\n<meta name=\"description\" content=\"Finanzdienstleister bauen in einer zunehmend digitalisierten Welt starke Kundenbeziehungen und Vertrauen auf, indem sie in die Entwicklung ihrer Belegschaft investieren und die Skills aufbauen, die f\u00fcr die von den Kund:innen erwarteten Innovationen gebraucht werden.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/business.udemy.com\/de\/resources\/customer-trust-financial-services-learning\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Die Vertrauensformel: Skills-Aufbau zur St\u00e4rkung der Kundenbeziehungen in der Finanzdienstleistungsbranche\" \/>\n<meta property=\"og:description\" content=\"Finanzdienstleister bauen in einer zunehmend digitalisierten Welt starke Kundenbeziehungen und Vertrauen auf, indem sie in die Entwicklung ihrer Belegschaft investieren und die Skills aufbauen, die f\u00fcr die von den Kund:innen erwarteten Innovationen gebraucht werden.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/business.udemy.com\/de\/resources\/customer-trust-financial-services-learning\/\" \/>\n<meta property=\"og:site_name\" content=\"Udemy Business\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/udemy\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-03T21:07:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/business.udemy.com\/wp-content\/uploads\/2023\/06\/udemy-business-organic-social-share-1200x630-refresh-2.png.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@udemy\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/business.udemy.com\\\/de\\\/resources\\\/customer-trust-financial-services-learning\\\/\",\"url\":\"https:\\\/\\\/business.udemy.com\\\/de\\\/resources\\\/customer-trust-financial-services-learning\\\/\",\"name\":\"Die Vertrauensformel: Skills-Aufbau zur St\u00e4rkung der Kundenbeziehungen in der Finanzdienstleistungsbranche - 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