CX Accelerator

JANUARY 16, 2020

A customer-centric culture is the “make or break” component of any customer experience initiative. We discussed all kinds of ways to begin working toward an enhanced culture, or (if you’re lucky enough to have the beginnings of it in your organization already) how to accelerate the positive momentum you’ve already garnered.

Customer Centricity 182

Customer Centricity Culture Webinar Customers 182

Experience Investigators by 360Connext

APRIL 23, 2024

The Financial Impact of Customer Experience There are significant financial implications from investing in customer experience. This loyalty translates into substantial financial benefits, as loyal customers are not only more likely to make repeat purchases but also to advocate for the brand, thereby increasing referrals and sales.

ROI 260

ROI CEM Net Promoter Score Customer Experience 260

InMoment XI

AUGUST 18, 2022

Evaluate and demonstrate results of experience initiatives including organizational change, improved metrics, and financial impact while determining appropriate next steps. Additionally, if there is too much focus on the financial drivers of the past, there isn’t much room to ideate, test, and implement financial drivers for the future.

ROI 557

ROI Customer Experience Webinar Financial 557

Talkdesk

DECEMBER 17, 2020

Financial services and insurance institutions are left to balance delivery against customer expectations with the challenge of multiple legacy applications and new digital touchpoints. The first report launched is The CX Revolution in Financial Services and Insurance. Bringing CX to the forefront requires a cultural shift.

Insurance 106

Insurance Financial Contact Center Touchpoint 106

Integrity Solutions

JUNE 11, 2020

There’s never been a better time to step up to more transformative culture change — to increase transparency and shift the culture with a greater focus on customers, employees and the community. The financial services industry has been through its fair share of turmoil in recent years. By Bob McCarthy.

Culture 91

Culture Banking Financial Sales 91

InMoment XI

MAY 4, 2022

Leaders who genuinely care about their people—who are “plugged in” to their organizations and listen to their employees for suggestions on how to improve—will develop corporate cultures that naturally support the concept of the Service-Profit Chain. Then we’d better get a hell of a lot better,” Lorne Rubis told the Financial Post.

Loyalty 580

Loyalty 2011 Call Center Leadership 580

Daniel Group

NOVEMBER 20, 2023

B2B Industry Culture: What Should You Do for Business Success? Culture is often a puzzling influence on business success. In this blog, I explore B2B industry culture and offer suggestions to improve it. Culture is a critical difference between those clients who improve CX versus those who need help to reach their potential.

Culture 52

Culture B2B 2005 Definition 52

Help Scout

APRIL 29, 2021

Your customer service culture is not what your fancy “Customer Guarantee” promises, and it’s not whatever you say it is in your new employee handbook. Your culture is the set of beliefs held by your employees about your company: who and what it is for, what it values, and how they act in response to those beliefs.

Culture 139

Culture Customer Service Customer Centricity Chief Customer Officer 139

InMoment XI

APRIL 5, 2022

InMoment recently dove into the financial services industry’s 2022 outlook—and there’s a lot to unpack. And that extends to other types of financial services businesses as well, be it investment management or credit unions. For Employees: On the other hand, employees have a unique perspective to add to this conversation.

Banking 295

Banking 2022 Customer Experience Financial 295

Customer Bliss

OCTOBER 3, 2019

Good Customer Experience Starts With Your Internal Culture. This required an internal culture change. . This requires an internal culture change. Prior to joining Citi, Leslie held positions with CoreStates Financial Corp, Mellon Bank, Qwest Interactive, and Proctor & Gamble. Click To Tweet.

Culture 147

Culture Customer Experience 2002 Retail 147

InMoment XI

MAY 24, 2022

These signposts, or markers, represent the points along the path, or the trajectory, employee experience has taken, as companies become more mature in a) how they consider employee contribution, in other words the importance attached to it, and b) what role, or roles, employees have in enterprise culture, strategy, and business outcomes. #1:

Employee Experience 295

Employee Experience Culture Financial Leadership 295

BirdEye

AUGUST 3, 2023

Cultivating a customer-centric culture within your organization While catching up on key performance indicators and bottom-line revenue is easy, fostering a customer-centric culture first will lead to the best outcomes. Financial advisors – 79. Put the customer first, and everything else will fall into place. Automobiles – 78.

Customer Satisfaction 98

Customer Satisfaction Customer Centricity Culture Net Promoter Score 98

Integrity Solutions

NOVEMBER 22, 2022

With employee turnover one of the most serious internal threats credit unions and banks face today, many forward-thinking financial institutions are taking a hard look at their organizations culture and opportunities to change. Identifying and communicating the desired culture is only the beginning.

Banking 79

Banking Culture Engagement Leadership 79

InMoment XI

OCTOBER 18, 2023

The power of data-driven choices extends beyond individual decisions; it drives a customer-focused culture within your organisation. This means fostering a culture that welcomes change and encourages employees to be flexible in their approach. Regular meetings with your finance and operations teams are a key part of this process.

Customer Experience 260

Customer Experience 2023 ROI Return on Investment 260

CSM Magazine

JUNE 29, 2021

Thanks to the technological revolution, customer service has become a key factor which distinguishes companies in the financial services and insurance (FSI) industry. Here are some ways the financial sector can measure their customer service, identify gaps and take steps to improve the customer experience (CX). Get Customer Feedback.

Financial 52

Financial Customer Service Social Media Multi-Channel 52

Customer Bliss

JUNE 6, 2018

Asking, how do we build a learning organization in a culture of continuous improvement? Eric knew that changes had to be integrated into the culture and employee experience. He needed to ensure cultural changes and process changes are fueled by the customers and their needs, wants and expectations. Think about CX of the Future.

Employee Experience 221

Employee Experience Culture Loyalty Travel 221

Talkdesk

DECEMBER 17, 2020

Financial services and insurance institutions are left to balance delivery against customer expectations with the challenge of multiple legacy applications and new digital touchpoints. The first report launched is The CX Revolution in Financial Services and Insurance. Emphasis on CX is on the rise in financial services and insurance.

Insurance 53

Insurance Financial Contact Center Touchpoint 53

Magellan Solutions

MAY 21, 2024

Are you feeling stressed by the financial demands of starting a new business? Can you imagine a group of experts managing your accounts receivable, accounts payable, tax returns, and financial statements precisely for you? Startups provide financial data to outsourced accountants who use specialized software to manage finances.

Financial 52

Financial Competitive Advantage Culture Call Center 52

Integrity Solutions

FEBRUARY 1, 2019

Transitioning your sales culture to create greater transparency is no longer an option. While the Department of Labor’s (DOL) Fiduciary Rule is at best on life support, financial services organizations can’t ignore that the tides have shifted. These are admirable and essential qualities for a financial services organization.

Financial 62

Financial Seminar Culture Sales 62

Thematic

APRIL 12, 2023

People sit and have meetings at that table because it's so central to the company culture and values. Closing the loop with customers The last thing I’m going to talk about in regards to establishing a customer-centric culture is closing the loop with customers. There is a focus on empathy for and listening to customers.

Customer Centricity 62

Customer Centricity Culture Voice of Customer Multi-Channel 62

Beyond Philosophy

DECEMBER 19, 2020

Designing Country Culture into Your Global Experience. A dull and awkward presentation in Singapore many years ago taught me an important life lesson: One must know the local culture when presenting an experience to people to evoke the desired response. The foundational elements of the process will remain the same. How can we help?

Culture 78

Culture Presentation Consulting Financial 78

Beyond Philosophy

SEPTEMBER 4, 2021

In this episode, we discuss how we categorize the customer centricity of organizations and use the areas of People and Culture and Leadership to determine it. Two of the most significant are People and Culture and Leadership. 23:27 We introduce another area of customer centricity, Culture and Leadership. How can we help?

Culture 88

Culture Customer Centricity Leadership Consulting 88

Experience Investigators by 360Connext

OCTOBER 17, 2023

Organizations are realizing that a customer-centric culture is key to driving growth and profitability. The Importance of Leadership Buy-In for Customer Experience Having leadership buy-in is essential for creating a customer-centric culture within an organization. There’s some common agreement now in the world of business.

Leadership 259

Leadership Customer Experience Customer Centricity Net Promoter Score 259

Playvox

SEPTEMBER 14, 2021

Increasingly, company culture is one of the most important factors in attracting and retaining employees, boosting agent morale and in promoting higher levels of productivity. In fact, research shows that culture plays a bigger role than salary and perks. Below the water is a company’s culture. What is Culture?

Culture 59

Culture Contact Center Leadership Engagement 59

Innovative CX

MAY 5, 2022

Recently my financial institution requested that I complete a document, sign and return it to them, via Fax. Although it’s aligned to the overall brand promise of the organization, it must be specific to what employees can expect from the culture, working environment and day-to-day interactions with colleagues and leaders.

Culture 59

Culture Social Media 2022 Contact Center 59

InMoment XI

FEBRUARY 8, 2023

They must be data-driven with strong financial instinct to convince leadership to change behaviors or to take new actions (building a strong relationship with the CFO and their team is a smart early move). Customer experience is a team sport that requires the participation, alignment, and coordination of the entire organization.

Sports 295

Sports Financial ROI Leadership 295

Bizagi

FEBRUARY 21, 2019

“The stage is set for FS automation and AI to move from what was, only a few years ago, relatively vague concepts to bona fide, strategic business imperatives.” – Financier Worldwide Magazine. Obviously, automation is not new to the financial services industry. and find out how to increase brand advocacy and customer acquisition.

Financial 67

Financial Banking Net Promoter Score Magazine 67

InMoment XI

AUGUST 25, 2023

In today’s competitive and financially constrained environment, organizations are under more pressure than ever to justify their investments in customer experience. These could include factors like data security standards, cultural alignment, or specific service offerings that are indispensable for your organization.

ROI 260

ROI Net Promoter Score Webinar Financial 260

CSM Magazine

SEPTEMBER 18, 2017

Getting employees to care requires more than a onetime event; it requires ongoing nurturing of your customer service culture. CAST meetings take as little as 90 minutes a month and you’ll find that in as little as six months they transform your customer service culture. That leads us to… 4. Stage a CAST© Meeting.

Culture 80

Culture Customer Service Financial Customers 80

CSM Magazine

MAY 15, 2018

One in five employees miss work to deal with a financial problem and 71% of employees identify money as a source of stress. A new HR benefit from fin-tech company PayActiv allows employees to access their earned yet unpaid wages and in turn helps reduce employee financial stress , decrease turnover, and further engage employees.

Financial 58

Financial Call Center Banking Fashion 58

Quadient

APRIL 25, 2022

La culture cash, en quoi ça consiste ? Le suivi de la trésorerie par le DAF ne suffit pas ; tous les acteurs de leur entreprise qui ont un rôle à jouer à condition de les engager à travers la diffusion d’une culture cash. C’est quoi la culture cash ? Culture cash, mode d’emploi. Ludovic Georges. Mon, 04/25/2022 - 11:21.

Culture 52

Culture 2022 2024 2021 52

Integrity Solutions

FEBRUARY 25, 2019

Focus on these, and you’ll be able to build an engaged, high-performing team of financial advisors that will become your unstoppable competitive advantage. Attracting, growing and retaining high-performing advisors and managers won’t be possible over the long term without the foundation of a high-trust culture. Don’t settle for 50%.

Financial 44

Financial Competitive Advantage Culture Engagement 44

C Space

OCTOBER 8, 2021

C Space announces winners of inaugural Better Why Awards, Merck, McDonald’s, Logitech, ATB financial and Mars Food all scoop prizes. BOSTON, October 8, 2021 – C Space, the global customer agency, has today announced Merck, McDonald’s, Logitech, ATB financial and Mars as the winners of The Better Why Awards.

Financial 69

Financial Banking Customer Centricity Workshop 69

Experience Matters

DECEMBER 22, 2014

Financial efficiency. But Hall is so committed to the culture, fan experience, and community items that he told me that the organization was cutting baseball payroll this year instead of cutting those other items. Hall takes culture so seriously that he renamed the front office as the “Culture & Innovation Center.”

Culture 125

Culture Sports Magazine 2005 125

ServiceDock

JUNE 10, 2019

The fact that only 58% mentioned sales and revenue in the same light indicates that there’s widespread awareness that delivering great CX naturally leads to stronger financial results.

Culture 98

Culture Customer Experience Financial Consulting 98

Alida

DECEMBER 1, 2016

If banks weren’t already feeling the pressure from financial technology (fintech) startups, they should be now: Fintech companies are officially mainstream. Given how much this space has grown in the past decade, the mainstream adoption of new technologies in the financial industry shouldn’t come as a surprise. billion in funding.

Customer Experience 193

Customer Experience Financial Banking 2016 193

Up Your Service

DECEMBER 21, 2016

Leaders often make mistakes when building a service culture throughout an organization. To develop a culture that demonstrates true service leadership in your field, you must avoid these five common mistakes: 1. Training and education are vital to developing a superior service culture. It’s not an easy task.

Culture 90

Culture Leadership Call Center Measurement 90