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Financial Services Reputation Management: Secure Lifelong Customers

InMoment XI

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? days — a 54% difference.

Financial 260
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How Voice of Customer (VoC) Programs Revolutionize Compliance in Financial Services

InMoment XI

The Australian financial services industry operates in a tightly regulated environment, with a myriad of compliance obligations that must be met. RG 271 specifies that financial firms, including AFSLs, must have a fully functional internal dispute resolution (IDR) system in place.

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Embracing Consumer Duty to Deliver Positive Outcomes for the UK Financial Services Sector

InMoment XI

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.

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At a Glance: 3 Employee & Customer Experience Program Use Cases for Financial Services Brands

InMoment XI

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.

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Should Loyalty Metrics Be Reassessed Post-Pandemic?

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?

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7 Customer Service Tips for Financial Service Companies

Kustomer

When it comes to protecting, investing and being responsible for customers’ money, they need to trust in the financial services company. What Does Customer Service Look Like in the Financial Services Industry? Here are seven key components to building a financial customer service strategy.

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The Benefits of A Modern CRM for Financial Services

Kustomer

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?

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Should Loyalty Metrics be Reassessed Post-Pandemic? And What About NPS?

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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Research Report: The State of Community Management

Online communities provide a wealth of benefits for organizations; they impact a variety of customer activities, boost engagement, and provide a range of transformative business services. In short, a well-maintained community will provide immense brand value and elevate the customer experience.

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How to Efficiently Transform Your Customer Service Through AI

Speaker: Rana Gujral, CEO at Behavioral Signals

According to a report from Salesforce, 78% of customers are willing to do business with a brand even after a mistake, but only if the customer service is excellent. Customer service technology has largely been the same for decades. This means you can’t afford to put your customers on hold for long or deliver poor communication.

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The Health of the Contact Center: Are You Ready for 2019?

A survey of 1,000 contact center professionals reveals what it takes to improve agent well-being in a customer-centric era. This report is a must-read for contact center leaders preparing to engage agents and improve customer experience in 2019.