InMoment XI

OCTOBER 19, 2021

In a nutshell, Lexalytics, and Tethr are data analytics platforms focusing on structured and unstructured customer data, as well as solicited and unsolicited feedback. Conversational analytics is also powerful as we are no longer limited to low numbers of survey responses, or hearing only from those customers that take the time to respond.

Analytics 370

Analytics Data Customer Experience Social Media 370

eglobalis

NOVEMBER 3, 2024

Advanced data analysis, such as behavioural analytics and sentiment analysis, also provides a quantitative view of client preferences and emotional responses, helping to anticipate issues before they arise and to personalize interactions at every touchpoint.

B2B 494

B2B Culture Innovation Loyalty 494

Kerry Bodine

MAY 3, 2019

Its brilliance is in its simplicity: Everyone from customers to top executives understand that willingness to recommend connects directly to an organization’s financial success. To do this effectively, you’ll need a journey analytics platform to aggregate data across multiple channels — and this data aggregation is incredibly powerful.

NPS 67

NPS Analytics Customer Insights Net Promoter Score 67

Lumoa

JANUARY 23, 2018

Instead it is the unstructured nature of the data which makes it challenging to tackle with any traditional means of analytics. This situation is where automated text analytics is brought in: it can help in sorting out the key topics talked about and reveal the general sentiment per topic. Which one should be tackled first? Learn More.

Analytics 285

Analytics NPS Financial Analysis 285

InMoment XI

DECEMBER 5, 2024

This is true for financial institutions in general, with almost 90% of consumers using online reviews to make banking decisions. Attracting New Members Member Loyalty Competitive Advantage Crisis Management Credit unions are member-driven financial cooperatives. Why Is Reputation Management Important for Credit Unions?

Management 195

Management Social Media Financial Banking 195

AWS Machine Learning

NOVEMBER 12, 2024

The following is an example of a financial information dataset for exchange-traded funds (ETFs) from Kaggle in a structured tabular format that we used to test our solution. NOTE : Blog authors are not providing any financial or investment advice in this blog post, nor are they recommending this dataset or ETFs mentioned in this dataset.

Financial 116

Financial Industry Analysis Data 116

eglobalis

JANUARY 20, 2025

The stakes in B2B are high, often involving multi-year contracts, renewals, intricate supply chains if not technology or cloud-based solutions, and significant recurring financial investment. To achieve reliability, companies can invest in predictive analytics and supply chain visibility tools.

B2B 371

B2B Loyalty Loyalty Programs Innovation 371

eglobalis

JANUARY 7, 2025

” Using insights from financial advisors and SME owners, they developed user-friendly analytics tools to assist with budgeting and cash flow projections. Example: Salesforces integration of AI-driven analytics into their CRM platform stemmed from iterative testing and client feedback.

B2B 258

B2B Company Customer Journeys Innovation 258

Joe Rawlinson

JANUARY 24, 2025

Without a clear understanding of business analytics, entrepreneurs risk making decisions that may harm growth and profitability. Business analytics isnt just for large corporations. This article dives into the essential role of business analytics and how entrepreneurs can use it to achieve long-term success.

Analytics 78

Analytics Financial Return on Investment e-support 78

Comm100

DECEMBER 2, 2021

In 2021, evolving customer experience trends shook up the financial services industry. As we look ahead, 2022 promises, even more changes for the financial services industry. To help cut through the noise, we’ve looked at emerging data and expert opinions to predict the CX trends that we expect to see in 2022 for financial services.

Financial 246

Financial Trends Customer Experience Omni-Channel 246

InMoment XI

DECEMBER 18, 2024

What to Look for in Contact Center Automation Software Text and Speech Analytics Integrations Reporting Customizable Alerts The right contact center automation software boosts agent productivity and customer satisfaction. Text and speech analytics use machine learning to provide instant insights into emotions, context, and intent.

Contact Center 195

Contact Center Customer Satisfaction ROI Virtual Agent 195

ECXO

MARCH 6, 2025

One approach is identifying value pools or key leverage points where better experience will yield financial returns. B2B organizations are increasingly investing in CX technologies such as experience management software, analytics tools, and AI-driven solutions. to demonstrate the impact of CX on financial results.

B2B 314

B2B Customer Journeys How To Effort Score 314

InMoment XI

APRIL 25, 2024

Did you know that over half of financial services consumers say they have low trust in their provider? Financial services providers are tasked with a unique challenge. Why Reputation Management Matters in the Financial Service Industry? And, of those consumers, only 34% of them would recommend their brand to friends and family.

Financial 195

Financial Management Banking Insurance 195

InMoment XI

NOVEMBER 15, 2023

Customer experience analytics is the practice that empowers businesses to do just that. We’ll explore what customer experience analytics is, where it comes from, important metrics to consider, its benefits, real-world examples, and how to drive value from this practice. What is Customer Experience Analytics?

Analytics 243

Analytics Customer Experience e-support Net Promoter Score 243

InMoment XI

JUNE 28, 2022

Financial services brands know that customers take their money seriously, so many of them leverage employee and customer experience programs to understand what their customers need, then create experiences that build trusting, positive customer/brand relationships. One retail financial services firm struggled to retain its members.

Financial 221

Financial Brands Customer Experience eBook 221

InMoment XI

NOVEMBER 18, 2024

Transactional Data Purchase frequency Average order value Payment methods Return rates Transactional data provides a snapshot of a customer’s financial interactions with your business. Quantitative Data Analysis Quantitative analysis uses website and/or app analytics combined with CRM data to analyze numerical data.

Analysis 195

Analysis Customer Journeys Social Media Analytics 195

InMoment XI

DECEMBER 17, 2024

What Youll Discover in Our Guide: Holistic Interaction Analysis Immediate, Actionable Insights Deep Dive Analytical Tools Thank you Your download will begin shortly. These include, but are not limited to, CRM systems, analytics platforms, collaboration tools, and customer feedback platforms. Download Now Exit this form 3.

Customer Experience Management 195

Customer Experience Management Customer Experience Management ROI 195

InMoment XI

DECEMBER 10, 2024

A churn prediction tool like InMoment simplifies this process by leveraging analytics to highlight these at-risk profiles and segments. Leverage analytics to understand their pain points and goals. Its advanced text analytics and AI Journey Insights help identify churn drivers and hidden pain points to improve retention rates.

Customer Journeys 195

Customer Journeys ROI Net Promoter Score Multi-Channel 195

InMoment XI

OCTOBER 24, 2024

By providing the tools necessary for effective communication, personalization, and analytics, these platforms enable businesses to build stronger relationships with their customers. This makes it a top choice for companies looking to improve customer loyalty, satisfaction, and overall experience.

Customer Engagement 195

Customer Engagement Engagement Omni-Channel e-support 195

eglobalis

DECEMBER 11, 2024

By measuring CLV, companies can understand the long-term financial impact of CX experiments and prioritize those that drive sustainable growth. Advanced analytical skills and tools are crucial for reliable data interpretation.

Customer Journeys 314

Customer Journeys Effort Score Omni-Channel Social Media 314

InMoment XI

JANUARY 19, 2024

Successful businesses utilize prescriptive analytics to aid in data-driven decisions that will improve their bottom line. Your business can use analytics to drive success and improve customer experiences. What is Prescriptive Analytics? What is the Primary Goal of Prescriptive Analytics?

Analytics 195

Analytics Course Retail Resources 195

InMoment XI

OCTOBER 19, 2021

In a nutshell, Lexalytics, and Tethr are data analytics platforms focusing on structured and unstructured customer data, as well as solicited and unsolicited feedback. Conversational analytics is also powerful as we are no longer limited to low numbers of survey responses, or hearing only from those customers that take the time to respond.

Analytics 221

Analytics Data Customer Experience Social Media 221

ECXO

JUNE 13, 2023

Making the most of customer data by using analytics to better understand who your customers are (and what they want) can help you create better real-time customer experiences. Almost 75 percent have increased spending on real-time customer analytics. Only 22 percent of those surveyed say they are effective in using analytics and data.

Marketing 401

Marketing Analytics Government Survey 401

InMoment XI

MARCH 1, 2023

The new FCA Consumer Duty is intended to improve customer outcomes and promote better customer experiences in the financial industry in the United Kingdom (UK) by setting higher and clearer standards of consumer protection. Consumer Duty Principle, proposed by FCA , is a significant new legislation for the UK Financial Services sector.

Financial 195

Financial Consumers Customer Centricity Meeting 195

InMoment XI

DECEMBER 23, 2021

Now it’s time to leverage analytics to get to the actionable insights in your data. That’s when text analytics come into the picture. Text analytics are vital to your brand’s ability to understand your customer and employee experiences. That’d be a non-starter without effective text analytics. Steps #3: Understand.

Customer Experience 397

Customer Experience Analytics eBook Survey 397

Interactions

MARCH 14, 2025

Especially in heavily regulated industries like financial services, the potential benefits of an AI-driven solution cannot outweigh compliance red flags. It means offering easily digestible insights from your analytics. GenAI can output chat and social media answers that are approved by an employee and only then presented to customers.

Financial 62

Financial Interaction Call Recording eBook 62

InMoment XI

NOVEMBER 7, 2024

Financial Services: Proactive notifications alert customers to unusual account activity or personalized tips to improve financial wellness. Advanced analytics features, like sentiment analysis and feedback segmentation, allow brands to uncover deep insights and make impactful, real-time improvements.

Customer Experience 195

Customer Experience Customer Journeys CRM e-support 195

eglobalis

JUNE 27, 2024

Data analytics is critical for processing vast amounts of information to uncover patterns and actionable insights. Organizations such as Google, Netflix, and Spotify excel in leveraging data analytics to enhance user experiences and personalize offerings. Companies like HSBC in Europe and Toyota in APAC excel in this area.

Strategy 422

Strategy Customer Experience Net Promoter Score Customer Centricity 422

AWS Machine Learning

NOVEMBER 15, 2023

An established financial services firm with over 140 years in business, Principal is a global investment management leader and serves more than 62 million customers around the world. The CCI Post-Call Analytics (PCA) solution is part of CCI solutions suite and fit many of the identified requirements.

Omni-Channel 117

Omni-Channel Financial Groups Analytics 117

InMoment XI

OCTOBER 30, 2024

They expect personalized financial advice and a smooth application process to build trust. A wider range of options also helps you attract more customers from different financial backgrounds. It leveraged the InMoment CX platform, especially its text analytics and case management features, for this purpose.

Insurance 195

Insurance Customer Satisfaction Customer Experience Strategy 195

Calabrio

NOVEMBER 18, 2024

Analytics Protecting customers from seasonal fraud: Using WEM to strengthen financial services contact centres Share Fraud prevention is critical for financial services contact centres, especially during the festive season when transaction volumes rise sharply.

Financial 130

Financial Analytics Exercises Training 130

InMoment XI

OCTOBER 4, 2023

And, even more importantly, how can you do it so that you get financial proof points, such as proving the ROI of customer experience , from the efforts? CX programs centered solely on the ‘what’ will struggle to drive tangible financial value. I like to be like the newspaper reporter who continually asks ‘why.”

Customer Experience 418

Customer Experience Net Promoter Score How To Effort Score 418

ECXO

JULY 29, 2024

Data Analytics : Processing vast amounts of information to uncover patterns and actionable insights. Companies like Apple, Hulu, and Pandora excel in leveraging data analytics to enhance user experiences and personalize offerings. Insights from teams at firms like IBM, FedEx, and Target highlight trends and areas for improvement.

Strategy 380

Strategy Customer Experience Net Promoter Score Effort Score 380

InMoment XI

AUGUST 18, 2022

Centralize data streams and leverage advanced analytics and behavioral science experts to identify where and how to act—and the anticipated impa ct. Evaluate and demonstrate results of experience initiatives including organizational change, improved metrics, and financial impact while determining appropriate next steps. Understand.

ROI 418

ROI Customer Experience Effort Score Financial 418

InMoment XI

MARCH 21, 2022

The challenge is combining the operational, technical, financial, and even the metadata (like weather data) that is currently sitting in legacy systems or different departments, and is also aggregated with feedback data. Solve the Challenge: Text Analytics to the Rescue. Challenge #1: Disparate Data.

Brands 397

Brands Roadmap Strategy Social Media 397

SurveySensum

DECEMBER 4, 2024

What is NPS in Banking and Other Financial Institutions? Now, let’s move on to the next part, where we’ll discuss why having loyal customers is such a big deal for banks and other financial services. Check out the following points to get a better idea of why customer loyalty is essential for banks and other financial services.

Banking 52

Banking NPS Financial Net Promoter Score 52

InMoment XI

OCTOBER 17, 2024

InMoment’s award-winning custom text analytics platform can help quickly categorize and summarize open-text responses. Customer Feedback Questionnaire for Banks and Financial Services How would you rate your satisfaction with the process of applying for our banking services?

Feedback 195

Feedback Effort Score Survey Customers 195