Financial Related Topics 
InMoment XI
JULY 13, 2023
In our recent virtual panel discussion, we explored how different financial firms are embracing the Consumer Duty Act and identified areas where most of their resources have been designated.
ECXO
MARCH 11, 2025
Action Point: Develop a CX vision that directly ties into financial and operational goals (e.g., Action Point: Present CX metrics alongside financial indicators to show the business case for improving customer experience. Action Point: Develop a CX scorecard that combines customer experience data with financial KPIs.
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eglobalis
MARCH 24, 2025
For instance, a prominent European bank encountered customer dissatisfaction when its chatbot, lacking up-to-date financial policies, gave incorrect guidance. Financial institutions, such as HSBC, must adhere strictly to regulations like GDPR, which mandate human oversight for automated decisions affecting customers significantly.
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.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success.
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.
InMoment XI
OCTOBER 23, 2024
It’s no longer enough for banks and credit unions to simply provide financial services. Needless to say, providing a memorable customer experience in banking should be a top priority for all financial institutions. Importance of Customer Experience in Banking We are currently living through times of financial worry.
Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global
This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!
Speaker: Igli Laci, Strategic Finance Leader
Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage and financial stability!
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After analyzing VOC data from verticals including Financial Services, Healthcare, B2B Services and Technology, we found some interesting answers. They wonder: Does Net Promoter Score® (NPS) still have the same predictive power. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?
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To answer these questions, we analyzed VOC data from programs across a variety of verticals – including Financial Services, Healthcare, B2B Services, Technology, and more. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?
Speaker: Diane Magers, Founder and Chief Experience Officer at Experience Catalysts
In the world of business, connecting the dots from experience to financial impact is an essential skill. Transforming customer engagement, Voice of Customer (VoC) insights, and Journey Maps into tangible financial outcomes poses a significant challenge for most organizations. Register today!
Speaker: Jamie Bernard
Success in product management goes beyond delivering great features - it’s about achieving measurable financial outcomes that resonate across the organization. In this webinar, we'll highlight the critical importance of business and financial acumen in product management.
Speaker: John Joba and David Robbins
In this webinar, we will equip you with three models that can be implemented at any stage of CX maturity to link program spend directly to your organizations key financial outcomes: Leverage external information and analyze “back of the envelope” calculations when financial data such as customer spend is in short supply.
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Unfortunately, companies don’t always see a positive financial impact from these actions. Download this e-book and learn to overcome the 4 most common mistakes so you can achieve a better financial outcome from all your closed-loop efforts.
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