Remove Customer Base Remove Customer Relationships Remove Customer Retention Remove Financial
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Your CX Playbook for Financial Services

Kustomer

The time has come for financial services organizations to move from a transactional mindset to an engaging mindset. Customers want to feel financially confident, including having trust in their financial institutions to work in their best interests, and they expect service to be streamlined and personalized.

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Defining the Value of Customer Experience: A Guide for Creating CX ROI in A Constantly Changing World

Experience Investigators by 360Connext

CEM involves strategic planning and execution that help an organization track, oversee, and organize interaction between a customer and the organization throughout the customer lifecycle. (Is Is this the same as Customer Relationship Management, or CRM? For now, let’s help you make your case.

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Why You Should Aspire to Drive Customer Lifetime Value—Not ‘Just’ Upsell Customers

InMoment XI

Cross-selling and upselling have formed the bedrock of brand aspirations for their existing customer base for a long time now. Using these pillars allows companies to spell their programs out in financial terms, which is essential to quantifying their impact and gathering support.

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How to Improve Customer Retention—Even During a Pandemic

Totango

Customer retention is the continuation of a valued service. In B2B terms, it is still possible to maintain your customer relationship and even improve customer retention during uncertainty, but you will need to focus on five key steps: Understand Your Customer. Learn from Customers.

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Guest Post: Is Your Customer Journey Aligned with Brand Expectations? If Not, It Could Be Costing You Sales

ShepHyken

Some examples of brand expectations include providing excellent customer service, having a well-designed website, and offering high-quality products or services. It’s important to note that brand expectations can vary depending on your industry, your customer base, and other factors. . Reduced customer churn .

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Strategies for CCO Success in Startup Companies with Rosalyn Curato

Customer Bliss

It takes skill to synthesize the knowledge you’ve gained and then disseminate in a way that will help leaders make financial, cultural, and leadership decisions. Rosalyn Curato , CCO of Allovue , a startup EdFinTech (education financial technology) company, knows how to leverage this skill.

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How to Risk-Proof Your Business with Totango

Totango

Detecting and protecting at-risk customers is important even in the best of times, but it is especially critical during times of economic instability when your current customer base is your greatest (and perhaps only) source of dependable revenue growth. .