eglobalis

MARCH 13, 2025

Unlike transactional B2C interactions, B2B relationships are built on long-term trust and consistent value delivery, meaning CX directly impacts customer retention, loyalty, and revenue. They want suppliers and partners who are easy to do business with, understand their needs, and provide consistent support across every touchpoint.

Leadership 234

Leadership B2B B2C Effort Score 234

InMoment XI

NOVEMBER 26, 2024

Improved Processes Most professionals using customer journey maps agree that one of their benefits is identifying the need for internal optimizations. Why Customer Journey Mapping is Important Creating a customer journey map is important because it helps visualize the customer journey.

Customer Journeys 195

Customer Journeys Customer Experience Strategy Touchpoint 195

eglobalis

JUNE 27, 2024

Introduction Delivering superior customer experience (CX) is paramount for business success. A well-crafted CX strategy transcends the superficial touchpoints of customer interaction, delving into the cohesive integration of all company divisions to deliver consistent, high-quality customer interactions.

Strategy 453

Strategy Customer Experience Net Promoter Score Customer Centricity 453

ECXO

JULY 29, 2024

Real-Time Customer Data Platforms (CDPs) : Integrating data from various touchpoints to offer a unified view of the customer. Firms like BlueConic, Adobe, RedPoint Global, and Exponea use CDPs to enable real-time analysis and personalized customer interactions. Customer Surveys : Fundamental for gathering direct feedback.

Strategy 380

Strategy Customer Experience Net Promoter Score Effort Score 380

Thematic

MARCH 20, 2025

This happens when businesses make decisions without considering customer insights. They need a structured way to understand their customers, anticipate needs, and improve the user experience, so they need a customer insights framework. What is a Customer Insights Framework?

Customer Insights 62

Customer Insights Net Promoter Score Analysis Effort Score 62

Talkdesk

DECEMBER 10, 2020

We talked to almost 900 consumers and hundreds of customer experience (CX) professionals to understand the changing landscape of CX in financial services and insurance. We’re calling it the CX revolution in financial services and insurance. . There are new ways to strategize deeper customer intelligence.

Insurance 135

Insurance Financial Trends Contact Center 135

InMoment XI

DECEMBER 10, 2024

InMoments XI platform enables you to collect and analyze customer insights effectively. As a result, you build trust, improve retention, and reduce the likelihood of customers leaving. These insights enable you to personalize interactions and improve weak touchpoints.

Customer Journeys 195

Customer Journeys ROI Net Promoter Score Multi-Channel 195

GetFeedback

MAY 9, 2019

At this level, you’re also working on developing a customer experience strategy. Stage 4 —O perationalize: You begin to re-design your company’s operational processes based on customer insight and other customer experience metrics. Stage 5 — Align: Being customer-centric is the norm in your company at this stage.

Customer Experience 337

Customer Experience Customer Journeys Effort Score Metrics 337

InMoment XI

OCTOBER 29, 2024

To see how you could maximize your business revenue and ROI with InMoment’s voice of the customer (VoC) tools, fill out the ROI calculator below! Simplify Everything For Your Customers. Customers appreciate ease at every touchpoint of their journey. As a result, you don’t miss out on valuable customer insights.

Loyalty 195

Loyalty Customer Experience Net Promoter Score Social Media 195

InMoment XI

NOVEMBER 13, 2024

Pulling unstructured data from different sources helps you build a comprehensive dataset covering every touchpoint in the customer journey. For example, different sources may record customer names in different formats. It provides stronger customer insights.

Customer Retention 195

Customer Retention How To Analysis ROI 195

Kerry Bodine

MAY 3, 2019

If you read my last post , you’ll know that I credit the launch of Net Promoter Score® as one of three pivotal events that paved the way for the customer experience discipline. How Net Promoter Companies Thrive in a Customer-Driven World. To get the full picture, you also need to understand actual customer behavior.

NPS 120

NPS Analytics Customer Insights Net Promoter Score 120

Kerry Bodine

MAY 3, 2019

If you read my last post , you’ll know that I credit the launch of Net Promoter Score® as one of three pivotal events that paved the way for the customer experience discipline. How Net Promoter Companies Thrive in a Customer-Driven World. To get the full picture, you also need to understand actual customer behavior.

NPS 120

NPS Analytics Customer Insights Net Promoter Score 120

InMoment XI

MARCH 20, 2024

In the midst of a financial industry crisis, Metro Bank emerged in 2010 with a bold vision—to create fans, not just customers. They envisioned a landscape where exceptional customer service, inviting environments, and a commitment to personal connections prevailed over the conventional transactional approach.

Customer Centricity 195

Customer Centricity Net Promoter Score Banking Effort Score 195

Lumoa

JUNE 30, 2022

Each of these challenges makes it harder for you to prove the ROI of customer experience and to sell other leaders on the importance of investing in CX. Many customer experience and customer insights teams suffer from a lack of good data. Many people assume that customer experience refers to support tickets.

Customer Experience 259

Customer Experience How To Metrics Feedback 259

Think Customers

APRIL 10, 2025

Example: If your companys business strategy is to expand into new markets , your CX vision might focus on creating a seamless onboarding experience for new customers in different geographies. Action Point: Develop a CX vision that directly ties into financial and operational goals (e.g.,

B2B 52

B2B Strategy Customer Journeys Net Promoter Score 52

Lumoa

NOVEMBER 7, 2022

7 Customer Experience Trends to Know in 2023 Here are seven trends that will keep your customer experience strategy on top. #1 1 Customer insights are a company-wide resource Even just a few years ago, customer insights or feedback were collected and owned solely by the CX or marketing team.

Trends 195

Trends Customer Experience Competitive Advantage Feedback 195

Totango

JUNE 1, 2021

It all starts with knowing how to gather customer insights and properly leverage that data. Understanding Customer Success Data. A customer success platform contains all the data needed to create a complete picture of your customers. Voice of Customer: Survey responses and satisfaction scores.

Customer Insights 71

Customer Insights Software How To Touchpoint 71

Lumoa

NOVEMBER 10, 2021

To do that, you’ll need to come up with a strategy for how you integrate multiple technologies to attract, retain, and delight your customers at every stage of your sales pipeline. You can accomplish this feat by focusing on your customer experience design. What is Customer Experience Design?

Customer Experience Design 195

Customer Experience Design Customer Experience Customer Journeys Touchpoint 195

Lumoa

FEBRUARY 28, 2023

As you craft your customer feedback strategy, you need to make sure the feedback you receive reflects each stage of the customer journey. Retention Stage : 89% of companies with “significantly above average” customer experiences perform better financially than their competitors.

Feedback 195

Feedback Strategy Net Promoter Score Effort Score 195

Totango

JUNE 25, 2019

By sharing the insights of these multi-dimensional data streams across your enterprise, you increase accountability for the customer experience and create a customer-centered enterprise that is poised to effectively deliver customer lifetime value. Voice of Customer: Survey responses and satisfaction scores.

Customer Insights 69

Customer Insights Software How To Touchpoint 69

Bizagi

FEBRUARY 10, 2020

It is widely acknowledged that customer experience has become the key to success in financial services. 85% of financial services professionals believe that responding to customer expectations faster is an urgent need for the business. . You have to focus on the customer to provide the best experience.

Financial 58

Financial Customer Experience Banking Net Promoter Score 58

InMoment XI

NOVEMBER 20, 2023

The Benefits of AI Customer Experience The integration of Artificial Intelligence (AI) in Customer Experience (CX) strategies brings forth a multitude of advantages for businesses and their customers. Enhanced Customer Insights AI-driven CX analysis enables businesses to gain a profound understanding of their customers.

Customer Experience 243

Customer Experience Strategy Chatbots e-support 243

OpinionLab

FEBRUARY 27, 2017

We recently commissioned an independent survey of financial services customer experience leaders to understand CX performance across the industry. However, these roles do not exist in many financial services organizations. In fact, only 1 in 5 do not collect some form of unstructured customer feedback.

Financial 60

Financial Survey Chief Customer Officer Comparison 60

Think Customers

OCTOBER 28, 2020

For financial institutions, what was a slow shift toward mobile banking, contactless transactions, and digital insurance sped up when COVID-19 reinforced the need for fast, secure, and remote access to funds and financial information. reaching a live agent, making a deposit) and eliminate as many as possible.

Financial 52

Financial Insurance Banking Customer Journeys 52

GetFeedback

JANUARY 27, 2020

ROI: If VoC results aren’t tied to clear financial metrics or business goals, you can’t validate the impact of your program. It’s a great idea to start by mapping out your customer journey, which will help you visualize the business issues that currently impact customer touchpoints. Let’s take an example.

How To 221

How To Customer Journeys Feedback Survey 221

Bizagi

SEPTEMBER 3, 2018

Did you know that 61% of financial services firms feel that they neglect the implications of systems change when trying to build engaging customer experiences? Yet good customer service is the most highly valued attribute at banks according to a survey by Forrester Research of more than 110,000 consumers.

Financial 53

Financial Customer Experience Banking Multi-Channel 53

Retently

MARCH 17, 2025

Heres how they break down: Weekly Reports The Whats Happening Now Report Covers the latest ticket trends, response times, customer complaints, and quick wins. Helps teams react fast to emerging issues in different CX touchpoints (e.g., Tracks customer pain points in real-time. They track operational KPIs, not customer insights.

Report 90

Report How To Effort Score NPS 90

Maru Group

DECEMBER 13, 2022

Consumer Duty raises the bar of regulatory consumer protection in the financial services sector by shifting the regulation paradigm from a process-driven approach to one based on customer outcomes. IRT (Implicit Response Time): We passively capture response time to questions, opening up an extra layer of customer insight.

Consumers 84

Consumers Net Promoter Score Effort Score Touchpoint 84

Optimove

FEBRUARY 23, 2025

Customers demand hyper-personalization, real-time engagement, and meaningful experiences across every touchpoint. At Optimove, our mission has always been clear : empower marketers to build deep, lasting relationships with their customers. Growth and Financial Success in 2024 From Day 1, Optimove has always been profitable.

Multi-Channel 52

Multi-Channel Gamification Self Service CRM 52

Totango

JUNE 25, 2019

By sharing the insights of these multi-dimensional data streams across your enterprise, you increase accountability for the customer experience and create a customer-centered enterprise that is poised to effectively deliver customer lifetime value. Voice of Customer: Survey responses and satisfaction scores.

Customer Insights 49

Customer Insights Software How To Touchpoint 49

Alida

JULY 4, 2018

CX pros armed with customer insight must be ready to challenge directives from HiPPOs and advocate for projects that deliver the most impact to the customer and the business. Mistake 2: Confusing customer satisfaction with customer experience.

Strategy 153

Strategy Customer Experience How To Employee Engagement 153

Kerry Bodine

JUNE 20, 2017

At the beginning of the workshop, explain that the main goal of the day is to gather insight into customers’ needs and pain points. Be up front that there are other factors—like regulatory, financial, and organizational hurdles—that affect whether some ideas can be implemented in the near future (or at all).

Touchpoint 120

Touchpoint Feedback Financial Customers 120

Thematic

OCTOBER 30, 2024

VoC analysis streamlines this process by providing real-time feedback from customers. By leveraging customer insights, businesses can make informed decisions quickly, saving time and resources while reducing the risk of launching products that do not meet market needs.

Voice of Customer 62

Voice of Customer Examples Industry Handbook 62

InMoment XI

NOVEMBER 15, 2023

Increased Cross-Selling and Upselling Opportunities: Understanding customer preferences and behaviors enables businesses to identify opportunities for cross-selling and upselling. By tailoring product recommendations and promotions based on customer insights, companies can increase revenue from existing customers.

Analytics 243

Analytics Customer Experience e-support Net Promoter Score 243

Thematic

APRIL 3, 2025

Cloud platforms support real-time collaboration and cross-functional access, which means marketing, product, and CX teams can all tap into customer insights without waiting for weekly reports. One real-world example is Atom Bank , which struggled to unify these insights across teams and touchpoints.

Analytics 62

Analytics Trends Marketing Social Media 62

CX Journey

APRIL 3, 2019

And, especially, some investments – financial, human, time, resources, technology, and more. What is customer understanding? Customer understandings is all about learning everything you need to know about your customers, i.e., their needs, their painpoints, the jobs they are trying to do, etc.,

Customer Centricity 150

Customer Centricity Exercises Customers Culture 150

Pointillist

DECEMBER 10, 2019

Customer lifetime value is, in many respects, the ultimate KPI. Each customer’s value links to the ROI of your investment in CX initiatives and overall revenue, two major factors in your organization’s success. Forrester What is Customer Lifetime Value? CLV is a powerful and versatile diagnostic tool.

NPS 111

NPS Net Promoter Score Customer Journeys Effort Score 111