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Financial Services Reputation Management: Secure Lifelong Customers

InMoment XI

Online reputation management gives businesses the power to control the narrative surrounding their brand, respond swiftly to feedback, and proactively address any negative publicity, thereby fostering credibility and confidence among current and potential clients. Financial services providers are tasked with a unique challenge.

Financial 260
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[Experience Action Podcast] Those Needy Customers!!

Experience Investigators by 360Connext

Ever felt like you’re walking a tightrope trying to satisfy high-maintenance clients while keeping your team’s spirits high? We’ll reveal how to navigate the customer journey with foresight and finesse, ensuring that your clients feel heard, valued, and—most importantly—cared for without draining your precious resources.

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Top 9 Questions: ESG & the Contact Center RFP

BlueOcean

The concept of ESG has had its place in the business world for a couple of decades, but it is only recently that it has become mainstream. And how have their efforts shifted as remote work has become more common? What policies do you have in place to prevent discrimination and harassment in the workplace?

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How to Overcome Declining Survey Response Rates

InMoment XI

One of the more common ones we see when working with clients is that their transactional surveys, which are meant to be quite short, are considered too long by too many customers, leading to high rates of survey abandonment. None of this is to say that surveys have become irrelevant or unimportant. Why Survey Rates Fall.

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70 Customer Care RFP Questions (An Updated List + RFP Template)

BlueOcean

You want to find out the history and organization of a vendor to establish a foundation for their capacity to deliver on the scope and become a long-term partner. Client Service What is the average length of your client relationships? Name your five largest clients, and list how long they have been clients.

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Guest Post: How to Create Massive Customer Surplus through Memorable Onboarding & Obsessive Service

ShepHyken

The stakes have effectively been raised, and they’ll continue to go up for product brands, service providers, and client-based companies alike. . And as a result, we’ve become addicted to the on-demand whatever-you-want immediacy, the ridiculously easy swipe-and-receive culture, plus the reassurance that comes with no-hassle returns.

Workshop 130
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A Guide to NPS for Brand Management and Customer Success Consultants

Retently

In this guide, we’ll look at several strategies you can use as a brand manager or customer success consultant to help your clients improve customer satisfaction and increase retention using Net Promoter Score. After you take on a new client and establish objectives, try sending out a Net Promoter Score survey using Retently NPS.