Thematic

MARCH 20, 2025

Increase retention by personalizing offers based on purchasing behavior. Build better products by prioritizing features customers actually want. Just look at Atom Bank. Remember Atom Bank? Collecting qualitative insights through direct customer interviews and reviews.

Customer Insights 62

Customer Insights Net Promoter Score Analysis Effort Score 62

InMoment XI

NOVEMBER 15, 2023

A low CES indicates a smoother customer experience, while a high score signals potential areas of friction. Consider a mobile banking app that recently updated its user interface. By implementing CES surveys following the update, the app can quickly identify if customers find the new design intuitive and user-friendly.

Analytics 243

Analytics Customer Experience e-support Net Promoter Score 243

Kustomer

JUNE 8, 2023

For financial services organizations in particular, building trust with customers and providing them with human-first customer service makes a significant impact in garnering loyalty and repeated use of products and services. What Are the Benefits of Switching to a Modern CRM for Financial Services?

CRM 63

CRM Financial Chatbots Omni-Channel 63

Kustomer

JUNE 7, 2023

This interaction is often initiated by the customer rather than the company, such as when a customer reaches out to a bank or a financial services organization with a question about a service (budgeting tools or spending trackers) prior to enrolling in that service. Building a loyal customer base doesn’t just happen overnight.

Financial 94

Financial CRM Banking Effort Score 94

Comm100

OCTOBER 19, 2022

This is a verification of an individual’s identity if they make a transaction or if the bot needs to access a bank account during the chat. #3 Your chatbot should be simple to use and provide a pleasant customer experience for your visitors. Chatbots don’t just answer customer queries. Personal Scan. 3 Visual Flow Builder.

Chatbots 246

Chatbots Omni-Channel Analysis Software 246

SurveySensum

SEPTEMBER 5, 2024

Did you know that banks that practice customer experience optimization grow 3.2 This shift in customer experience – from being “just enough” to “wowing customers” has taken the CX industry by storm and banking and financial services are not indifferent to it. times faster than their competitors?

Banking 52

Banking Trends Industry Customer Experience 52

West Monroe

JANUARY 25, 2022

It is also assumed that M&A will be a hot topic in 2022 as banks look for new growth opportunities and to increase the speed at which they can invest and scale their technology platforms. Payment and monetary disruption: the rise of crypto in mainstream banking. This outlook will not include an analysis of M&A trends.

Banking 52

Banking Financial Trends Multi-Channel 52

inmoment

JULY 6, 2020

The Coronavirus pandemic has left no industry unscathed, especially retail banking. As banking brands reel from everything from a reduction of in-branch business to the economic crunch at large, it’s imperative that they adapt to these and other challenges if they hope to emerge from this crisis in a strong position. Overactivity.

Banking 52

Banking Retail Financial CRM 52

Kustomer

APRIL 28, 2021

A good customer service experience often falls to the bottom of the investment queue, while marketings and sales budgets take center stage. But don’t worry, there are ways a brand can maintain an excellent customer experience without breaking the bank. The Importance of Good Customer Experience.

Strategy 111

Strategy Customer Experience How To CRM 111

Lumoa

APRIL 24, 2018

Peter Lavers Customer Experience and CRM Expert. Steve Towers Customer Experience & BPM Visionary, Keynote Author, Board Advisor & Judge. Plus, NPS samples are insufficient i.e. of the total customer base how many responses would we need across a range of touchpoints to make NPS statistically valid?

System 317

System Effort Score NPS Net Promoter Score 317

BirdEye

APRIL 14, 2023

Small business accounting software is designed to grow with you, offering advanced features without breaking the bank. Integration and compatibility Ensure that your small business accounting and payroll software integrates seamlessly with your CRM, payment processors, or eCommerce platforms. Pricing: Plans begin at $346/year.

Software 98

Software Financial Banking e-support 98

Kayako

OCTOBER 5, 2018

If your marketing team knows why a customer is buying a certain product or service, they can serve them specific messages for each stage of their cycle, catering to their every need and increasing customer satisfaction rates. Getting customers to connect with your information and business is easier than you think.

Customer Satisfaction 121

Customer Satisfaction Technology Customers Banking 121

TechSee

JANUARY 24, 2019

A growing number of brokerages and financial planning firms, including Bank of America and TD Ameritrade are following suit, offering financial advice with a personal touch via online video chat support. Live video interactive assistance enables agents to visually guide and collaborate with customers. Live video interactive assistance.

Video 141

Video Contact Center Call Flow Financial 141

Lumoa

MAY 21, 2018

That is why Tony Hsieh, the CEO of Zappos , works the customer support phones every holiday season, and why at every branch of Umpqua Bank , the self-proclaimed "World's Greatest Bank", there’s a hotline phone, right in the middle of the lobby, that allows customers to call the Umpqua CEO.

Customer Experience 150

Customer Experience Customer Centricity Net Promoter Score Customers 150

West Monroe

JUNE 16, 2021

Historical sales methods in commercial banking—those rooted in selling through relationships and networking with centers of influence—are proving no match in today’s economic environment. The need for banks to adopt a standardized sales methodology to unlock the magnitude of their organization is apparent.

Banking 52

Banking CRM Sales Analytics 52

SuiteCX

JANUARY 19, 2015

©2014 suitecx – ConfidenDal Create integrated data warehouse for 28+ owned firms including auto dealerships, retail, banking, telcom, etc. Combined different technologies and approaches into a single source of truth Developed more comprehensive data collec2on & usage; developed CRM insights across all companies 10.

Customer Journeys 100

Customer Journeys CRM Leadership Customer Centricity 100

CSM Magazine

JANUARY 27, 2025

Providing Multi-Channel Support Giving customers multiple ways to reach your business isnt just convenientits essential. Online wholesale stores deal with a diverse customer base that has varied communication preferences. Lets break down how you can make the most of these tools to provide top-notch customer service.

Customer Service 52

Customer Service Multi-Channel Chatbots Social Media 52

Currency Alliance

JUNE 11, 2019

A 2018 Collinson study reported that 66% of financial services professionals say their bank “does not understand why customers are loyal or have a strategy to strengthen customer relationships”[i]. People are more likely to leave their spouse than their bank[ii], so it might seem that banks have no case to answer.

Banking 40

Banking Loyalty Consumers Loyalty Programs 40

Retently

AUGUST 5, 2024

Integrating NPS into their CRM or incorporating CSAT into their helpdesk system helps them streamline operations and save costs. It offers robust reporting tools that help you dive deep into customer feedback. It also integrates seamlessly with popular SMB CRM systems and email marketing platforms. for Ease of Use.

NPS 100

NPS B2B Software Net Promoter Score 100

SurveySensum

JANUARY 27, 2025

Worse, it skews the insights youre banking on to make decisions. Multilingual surveys are no longer just an option for businesses with international reachtheyre essential for capturing accurate, actionable insights from a diverse customer base. The solution? Multilingual surveys. What Is a Multilingual Survey?

Survey 52

Survey Customer Insights Customers Culture 52

Kustomer

FEBRUARY 24, 2021

Along with the excitement comes an all-important need to stay focused on scaling your customer service offerings to meet the needs and expectations of your ever-growing customer base. Utilizing a CX CRM platform, such as Kustomer, allows you to focus on three key areas: communication, automation and documentation.

Customer Service 52

Customer Service Self Service Chatbots CRM 52

SurveySensum

MAY 31, 2024

For example, if a customer wants to exchange an online purchase but finds the shipping time too long, they can do it at the nearest retail store, since AI integrates customer data from multiple channels. Segment Customers AI can help you deliver highly personalized customer experiences through segmentation.

Omni-Channel 52

Omni-Channel Self Service Customer Experience Chatbots 52

West Monroe

MAY 5, 2017

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference , I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” Three years ago the buzz was all about how Fintech was going eat the lunch of traditional banks.

Banking 40

Banking Conference CRM Financial 40

ShepHyken

AUGUST 10, 2018

It applies to various fields such as banking and travel, with customer relations at the forefront, putting Predictive Customer Analytics (PCA) in a field of its own. PCA utilizes historical data from a CRM to guess the likelihood of future events. Personalizing Content.

Analytics 67

Analytics Social Media Banking Travel 67

BirdEye

NOVEMBER 20, 2023

Referral marketing is a strategy that encourages existing customers to refer new ones to your business. It’s an organic way that leverages the power of word-of-mouth — the most credible form of advertising — to grow your customer base. Plus, they cut the cost of getting new customers by 90%.

Software 64

Software Marketing Multi-Channel e-support 64

West Monroe

JUNE 22, 2022

Based on our experience implementing Salesforce and delivering more than 1,200 different digital products and services, a leading strategy for service transformation should address the following six topics: What is the makeup of your existing customer base by demographics, products, and profitability? First Contact Resolution.

Omni-Channel 52

Omni-Channel Customer Service Strategies Strategy Customer Service 52

Currency Alliance

NOVEMBER 15, 2021

Points Bank – where you keep track of all the loyalty transactions and customer’s points balance. Rules Engine – where you define the logic for how many points a customer should get for any type of action or purchase. CRM and Analytics – where you capture data about customers, build profiles and run predictive analytics.

Loyalty 52

Loyalty Loyalty Programs Multi-Channel Banking 52

West Monroe

JULY 6, 2022

Becoming digital doesn’t mean that traditional ways of working with customers will evaporate overnight. Traditional media can and should still be used to avoid potentially ostracizing a subset of its customer base. Utilities shouldn’t be exempt from this new mantra of digital engagement and customer preference.

Customer Experience 98

Customer Experience Touchpoint Customers Fashion 98

Team HGS

JANUARY 30, 2018

Listen and analyze existing customer opinions about offerings that are not successful with customers. Based on customer behavior and spend patterns, organizations have the rich data and foundation for critical decision making—or actionable analytics to modify their product or service offerings, keep customers happy, and reduce churn.

Analytics 69

Analytics Customer Experience e-support Insurance 69

ProProfs Chat

DECEMBER 21, 2020

A lot of business owners want to reduce customer churn and retain as many as possible. Stable customer base results in higher referrals, improved upsell revenue and increased lifetime value (LTV) which further results in improved customer acquisition in future. This is undoubtedly a great customer churn prevention method.

Strategy 98

Strategy Loyalty Programs Customers Loyalty 98

West Monroe

APRIL 23, 2023

Case Study: Unlocking ROI in CRM Change Management A regional bank was undertaking a strategic project to implement a new CRM tool. After rolling out the CRM enhancement, the company expected to begin seeing progress after the first month. A costly mistake.

ROI 52

ROI Management CRM Banking 52

West Monroe

APRIL 23, 2023

Case Study: Unlocking ROI in CRM Change Management A regional bank was undertaking a strategic project to implement a new CRM tool. After rolling out the CRM enhancement, the company expected to begin seeing progress after the first month. A costly mistake.

ROI 52

ROI Management CRM Banking 52

Pointillist

MARCH 20, 2019

Cost-to-Serve Improving customer experience has a direct impact on reducing the cost to serve customers as it results in streamlined processes, a reduced volume of calls to the customer care center and efficiencies from understanding the end-to-end customer journey. Segment Customers Not all customers are alike.

ROI 59

ROI Customer Experience Self Service How To 59

ViiBE Blog

JULY 30, 2021

The most desired and beneficial features of successful contact centers are: interactive voice response customer experience recording advanced analytics and reporting embedded CRM API integrations. Actively engage with your customers base. How can you measure customer satisfaction? Subscribe to our newsletter.

Contact Center 52

Contact Center Self Service Call Center Transportation 52

Eptica

AUGUST 28, 2015

Subsequently response times to customers that engaged with GM over social channels dropped dramatically from 24 hours to just 1.5, When Wells Fargo bank located its in-house lawyer within its social command centre, it enabled all outgoing tweets and Facebook messages to be vetted legally much quicker than before.

Social Media 48

Social Media Contact Center CRM Hotels 48

SurveySensum

JULY 14, 2020

A Customer Experience Thought Leader and Influencer, Mila Widyani is a dynamic professional who strongly believes that CX is the key to driving a sustainable competitive advantage in today’s economy. She has an accumulative experience of 16 years in the Audit and Banking industry. LinkedIn : [link]. Website : [link].

Customer Experience 132

Customer Experience Consulting Multi-Channel Leadership 132

Currency Alliance

OCTOBER 12, 2021

If you succeed at this, you will also harness recurring benefits in the form of insightful customer data, which will allow you to market to the mid-long tail more effectively and affordably, and maximize the lifetime value of every customer. The graphic below indicates the categories of spending for many customers.

Loyalty 59

Loyalty Loyalty Programs Airlines Travel 59