Help Scout

AUGUST 17, 2021

In this article, we cover several pain points that financial services customer service professionals face, and we’ll offer 18 tips for how to overcome those challenges. Pain point #1: Financial regulations and privacy. There’s no shortage of rules and regulations in the financial industry. Pain point #2: Complex products.

Financial 81

Financial Customer Service Customers Information 81

Inbenta

APRIL 9, 2020

With uncertainty comes doubts and questions, which forces, more than ever, all news sources to provide us with reliable information very quickly. In some specific industries (aeronautics, tourism, financial), there will be many consultations arising from the consequences of the current pandemic. General information about the pandemic.

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Tourism Hospitality Financial Government 100

Experience Investigators by 360Connext

MAY 4, 2015

The conference attracted some of the biggest names in customer centricity from all over the retail, hospitality, and financial service industries. Why is this such bad news for your brand? Robi is a frequent writer and speaker on topics related to customer experience, retention, and lifetime value.

Customer Experience 280

Customer Experience Customer Journey Mapping Retail Hospitality 280

ClearAction

OCTOBER 25, 2022

You can fast-track your customer experience (CX) maturity with gigantic financial gains, as I learned when we faced a customer crisis early in my career. Great news: it is less expensive than what you are doing now in CXM. To propel your firm to world-class performance, an assessment for almost-automatic CX excellence is now available.

Sports 71

Sports 2009 2022 Financial 71

Beyond Philosophy

OCTOBER 26, 2023

Since we discussed this on a recent podcast, and I thought many of you might have the same problem, I thought I would also share our insight on this topic here. If you have a topic you would like to discuss with us, don’t hesitate to get in touch with us here. She thinks of brands appropriately, and not everyone does.

Brand Values 88

Brand Values Brands Social Media Sports 88

Education Services Group

NOVEMBER 28, 2022

As presenters at ChurnZero’s BIG RYG 2022, Jordan Olivero and I discussed segmentation, tiering, and capacity planning in our session: Financial Modeling for Customer Success: From the Top Down and Bottom Up. The basics don’t quite have the same appeal as that shiny new tool you’ve had your eye on.

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Customer Success Financial Customers 2022 52

SurveySparrow

OCTOBER 17, 2023

It is designed to address specific inquiries and provide detailed, targeted insights into the topic of interest. It encompasses a wide range of data, allowing researchers to explore multiple facets of a topic without the need for new data collection. Organize your notes by topic for easy reference.

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Insights Government Document Reference 52

Magellan Solutions

MARCH 21, 2024

It was a financial nightmare for Amazon, with millions lost and a bruised reputation from the chaos. Financial Data Errors The financial world knows data accuracy is at the banking industry’s core. The good news is that you can tackle the challenge of data accuracy with others. The aftermath?

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Government Financial Innovation 2012 52

BirdEye

NOVEMBER 30, 2023

First, consistently publish content around topics that resonate with your ideal clients. To maximize your efforts, double down on content formats and topics that gain traction and update old content regularly. Remember that ongoing optimization based on performance is crucial to effective online marketing for law firms.

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Marketing Social Media Workshop Events 111

CSM Magazine

DECEMBER 10, 2021

The Great Resignation is a topic receiving plenty of attention in 2021 and for good reason. Now for the good news. According to one Gallup poll , nearly 50 percent of America’s working population was actively job searching or monitoring job opportunities this past summer.

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Omnichannel Employee Experience Rewards Programs Touchpoint 98

Chadwick Martin Bailey

FEBRUARY 18, 2020

Through this approach, we’ve seen tremendous success using pop-ups for loyalty ideation, understanding insurance decision making, choosing a senior community for your loved one, communicating with Gen Z about financial topics, and more. Follow CMB on Facebook , LinkedIn , and Twitter for the latest news and updates.

Brands 52

Brands Social Media Customer Centricity Workshop 52

Bill Quiseng

MARCH 28, 2016

A popular TV guest, she has appeared on Oprah, The Today Show, CNN, FOX News, Good Morning America and CBS This Morning, as well as hundreds of other radio, television and print outlets, around the world, including the Wall Street Journal, USA Today and Financial News.

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Books Magazine Entertainment Social Media 128

NetBase

MARCH 1, 2019

For industries like financial services, which arguably inspires less social engagement, this window into consumers’ souls can be the difference needed to put a brand above its competitors. Consumers look to financial services brands for guidance on complex topics they don’t know much about. Brand Growth Strategies. Be an Expert.

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Social Media Financial Banking Insurance 43

NetBase

JUNE 11, 2020

And we’ve uncovered key intelligence that is of interest to all travel brands, including: Although consumers are eager to travel, it may take a year before any sense of normalcy returns, from a financial standpoint. The New Face of Travel. But it’s not enough to understand the conversation from a news and blog perspective.

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Travel Airlines Consumers Hotels 60

Chadwick Martin Bailey

JANUARY 2, 2020

We’ve successfully executed hundreds of engagements with some of world’s leading brands, representing industries from Tech & Telecom and Financial Services to Digital Media & Entertainment. Follow CMB on Facebook , Twitter , and LinkedIn for the latest news and updates.

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2020 2019 Entertainment Financial 59

CSM Magazine

MAY 19, 2022

Nowhere is that truer than the energy sector, where soaring prices are causing financial stress for many, particularly since the price cap leapt up by 54% at the beginning of April. Empower staff with topical knowledge . We’ve introduced weekly training sessions on topics such as tariff changes and legal news.

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2021 Customers 2022 Customer Service 52

inmoment

AUGUST 5, 2020

Financial services brands are facing more complex challenges than ever before, especially when it comes to customer experience (CX) and sparking business growth. Additionally, the added stress of COVID-19 makes finance an even more sensitive topic for customers than usual, making the experiences brands provide even higher risk. .

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Financial Return on Investment ROI Brands 52

Avaya

JANUARY 24, 2018

If you work in the financial services sector, you’ve likely seen news articles and heard IT, operations and other company managers and executives talking about the impending MiFID II regulation. It’s likely been a topic of conversation for months, if not years. Increased financial product governance.

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2004 White Paper 2008 2006 46

ChurnZero

OCTOBER 28, 2022

The good news is Customer Success teams are growing both in size and budget. The bad news is they’re not growing enough. In the scaled model, we now have a monthly webinar on that topic, and we invite as many people as we can to it. Here’s a sneak peek at what we learned. Many teams remain woefully underfunded.

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2023 Customer Success Chief Customer Officer 2022 52

Lumoa

JULY 10, 2018

And deciding to spend money on improving the customer experience is not easy, if the financial benefits are not well understood. There are lot of research and studies about the relationship between financial metrics and customer experience metrics. The financial benefit of improving the customer experience: What do we know?

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ROI Customer Experience Financial NPS 121

Interactions

NOVEMBER 14, 2019

Digital Transformation has become the “it” topic for senior leaders across all industries. So, it’s not surprising that 85% of enterprise decision-makers say they have a time frame of two years to make significant inroads into digital transformation or they will fall behind their competitors and suffer financially, according to IDC.

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Social Media 2023 Omnichannel Customer Care 82

CSM Magazine

OCTOBER 26, 2020

Buying a car is a major financial decision, and the purchase cost isn’t the last time cars may represent a major part of the budget. Above all, good customer service relies on your business respecting the potential stress on the customer of making a major financial decision about a topic they may not be well informed about.

Customer Service 52

Customer Service Automotive Advertising Financial 52

Thematic

JULY 19, 2022

You might be thinking of a human-like 'general AI', able to converse on any topic. Let’s dig into this topic and see some real examples of how AI and people can collaborate to get the best insights from feedback faster. There’s AI-powered risk assessment in the financial sector. Or do you need control?

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Feedback Presentation Books Consulting 71

transcosmos Information Systems

OCTOBER 22, 2015

Get Response actually offers an email marketing software, and their blogs focus on topics like cRM, design, analytics and email marketing. The Aspect blog provides technology news, trends and actual customer experiences, best practices for customer experience related matters for contact centers and enterprises. Think Customers.

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Blog 2015 Customer Service E Commerce 70

BirdEye

MARCH 22, 2024

Our team of experienced professionals handles everything from tenant screening and leasing to maintenance and financial management , ensuring a seamless and stress-free experience for property owners. An individual introduction about a senior member, especially if they have recently been in the news.

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Events Multi-Channel Demo Sales 59

NetBase

JANUARY 16, 2020

They went against the Queen’s wishes by announcing the news, leaving the Royal family disappointed in its wake. In their own words, they seek to “make a transition this year in starting to carve out a progressive new role within this institution.” And both supporters and detractors weighing in about it online: Why the split?

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Brands Fashion Travel Sports 73

COPC

APRIL 27, 2020

News of outbreaks within call centers was a part of the COVID-19 story from very early on. Aside from the obvious financial advantages for both organizations and employees, WAH programs are often associated with increased morale and productivity. Creating Something Better than Before.

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Contact Center Competitive Advantage Call Center Customer Satisfaction 52

transcosmos Information Systems

OCTOBER 22, 2015

Get Response actually offers an email marketing software, and their blogs focus on topics like cRM, design, analytics and email marketing. The Aspect blog provides technology news, trends and actual customer experiences, best practices for customer experience related matters for contact centers and enterprises. Think Customers.

Blog 54

Blog 2015 Customer Service E Commerce 54

ChurnZero

SEPTEMBER 14, 2018

This year, they even had a dedicated CS track that gave CSMs useful information for their day-to-day jobs and covered topics such as – Customer Retention, Customer Success, Customer Loyalty, Customer Feedback, and Customer Experience. If you weren’t able to attend, no worries! We have you covered. Customer Success Around the Web.

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2018 Customer Success Webinar Customer Retention 66

ClearAction

MAY 28, 2015

She should know a thing or two about this topic — she’s directed customer experience programs for 25 years with leadership roles at Fortune 500 companies. Another example of micro response to customers: when a customer complains on Twitter, it apologizes and tweets out the happy news to counteract the bad press caused on social media.

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Customer Experience Social Media Customer Experience Management 2008 110

Eptica

JUNE 28, 2017

Demonstrating the importance of adopting new approaches to customer experience, the forthcoming Customer Engagement Transformation Conference promises to provide CX professionals with innovative ways of successfully changing their operations. Why it is time to take a new look at social customer service. +7! Share this page on: Tweet.

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Customer Experience Insurance Social Media 2017 50

ijgolding

JULY 18, 2018

I am therefore very excited to be able to share the news that Incite Group’s Customer Service & Experience Summit Europe (18-19 Sept) comes to London for the first time. Topics include: Customer Experience: Align support across your departments, streamline service and create a customer centric organisation.

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Events Customer Service Customer Experience Customer Care 49

NetBase

JULY 16, 2020

Their Instagram posts show this thoughtful approach and their active support for topics close to consumers hearts globally. It shows consumer shopping habits are easy to shift with a financial incentive. And some Apple customers are sharing their discontent over news that the new iPhone may not contain a charger.

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Consumers Brands Social Media Fashion 60

Hero Digital

SEPTEMBER 25, 2019

This is foundational news for your job! For instance, let’s say you cater to multiple verticals, such as financial, healthcare and government. You can segment based on any standard form field in your database, including location (think relevant local news or info that pertains only to one office at your company) and customer status.

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Entertainment Social Media Magazine Healthcare 42

ChurnZero

NOVEMBER 27, 2019

Customer SuccessCon Berkley tackled this topic head – on during the event’s sessions. . Furthermore, while attaching financial value to your product features isn’t always clear cut (or comfortable) , it’s an important part of the customer dialogue. Didn’t attend?

2019 75

2019 E-support Chief Customer Officer Events 75

BirdEye

NOVEMBER 15, 2023

We’re going to get into a lot of the AI topics — everybody’s interested in diving in and learning a lot more there. And the good news about that is that generative AI and AIML in general will allow brands to, through Birdeye for example, to be that and to meet those expectations. Dave: That’s great. Welcome, guys.

Document 111

Document Brands Technology Consumers 111

NetBase

APRIL 12, 2019

Analyze your topic to get an overview of data for Gender, Age, Interests and more. From the financial side of things, to empty nest syndrome, there’s a lot for parents to manage – and they’re talking about it on Facebook. The time of year – November. Events to celebrate there – Halloween, and someone’s birthday.

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Travel Events Hospitality Brands 49