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Understanding Customer Expectations in Financial Services: Key Strategies for Satisfaction

CSM Magazine

Understanding customer expectations is paramount in the landscape of financial services, where consumer trust and satisfaction are key to retaining clientele and maintaining a competitive edge. In this sector, customer experience ties directly to the perception of the institution’s reliability and expertise.

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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

CX leaders today face a long list of challenges, including adapting to a dynamic market environment and ensuring every stakeholder, supervisor, and employee in the business is aligned with the customer-centric vision. Is this the same as Customer Relationship Management, or CRM? But, leaders, take a deep breath!

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Why engaging HR, Finance, Legal, and IT to embrace the customer is vital!

Beyond Philosophy

That would leave one group with a customer-centric mindset and the rest without one. Therefore, everyone in the organization has to embrace the customer-centric mindset—even those who never interact directly with a customer. Here is where Legal has an impact on the customer experience.

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3 Enablers to Water Utility Customer Centricity

West Monroe

Over the past few years, water utilities have begun to embrace the importance of a unified customer experience strategy – one that involves technological transformation, employee engagement, and process improvements. These benefits will be realized if and only if customers and utility employees are both adept at analyzing and consuming data.

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Nationwide Catering Services Celebrates Massive Milestone with BigChange

CSM Magazine

NCS uses BigChange to live-link field engineers to the back-office support team, track in real-time its nationwide fleet of service vehicles and integrate with its accountancy package for financial management. BigChange employs over 220 people and is recognised as an outstanding employer with a 2 Star Accreditation from Best Companies.

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Introducing The Financial Services CRM Landscape, Q2 2023

Forrester's Customer Insights

Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech. At Forrester, we see financial services firms […]

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From Build to Integration: The Essentials of a Successful VoC Program

CloudCherry

VoC requires fundamental shifts in how organizations relate with customers and can touch many corners of the business–from marketing to product development. To embark on a VoC initiative, CX professionals need executives to sponsor and champion VoC initiatives, and also need to secure resources and financial support.

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