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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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A Deep Dive into Conversational Intelligence

InMoment XI

More than just a technological innovation, conversational intelligence represents a paradigm shift how organizations understand, interpret, and harness the power of human conversations. By deciphering the nuances of customer interactions, businesses can gain valuable insights into preferences, sentiments, and pain points.

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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

Use these ideas to inspire you to make your customer experience case for your organizational success. The Financial Impact of Customer Experience There are significant financial implications from investing in customer experience. For now, let’s help you make your case.

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Balance efficiency, technology, and strategy to improve consumer lending

West Monroe

While today’s rapidly evolving financial landscape has banks focusing on numerous priorities, consumer lending is experiencing significant shifts that demand immediate attention to manage current expenses and position for future growth.

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The State of Customer Experience in Financial Services: Where Do We Go From Here?

CSM Magazine

Financial services leaders are increasing their focus on digital-first initiatives to optimize the customer experience and increase retention and loyalty – a trend that emerged out of pandemic necessity and became a preference that is here to stay. AI is the common thread that untangles the more cumbersome parts of customer engagement.

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How We Think The Gartner® Magic Quadrant™ Can Help Shape Your CX Strategy

InMoment XI

.”* Based on InMoment’s experience, the Gartner Magic Quadrant is a research methodology and visualization tool that can provide a graphical representation of a market’s direction, maturity, and participants developed by the research and advisory firm Gartner, Inc. How does a Gartner Magic Quadrant work? “A

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How AI Customer Experience Can Advance Your Business Strategy

InMoment XI

As e-commerce becomes increasingly global and competitive, business leaders understand that technology can be a valuable tool in reconnecting with consumers. In particular, Artificial Intelligence (AI) has emerged as a powerful tool, revolutionizing the way companies understand and enhance the customer experience. What is AI in CX?