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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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Why banks should shift to offense and invest amid market uncertainty

West Monroe

” It's a story told time and time again: Companies that make strategic investments during a downturn—particularly in technological innovation—come out of them on top. Customer Experience. Customer relationship manager and client communication functions. Customer outreach and communication.

Banking 52
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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.

Feedback 195
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3 Enablers to Water Utility Customer Centricity

West Monroe

To maximize customer engagement and long-term sustainable benefits, utilities must proactively equip their employees with the frameworks and channels to engage customers, evaluate new tools and technologies designed to interact with customers, and adapt to ever changing regulatory requirements.

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The ultimate guide to business development in 2023

BirdEye

Customer preferences and expectations keep changing, and a great development strategy can help your brand keep pace. A sound strategy will allow you to identify, incubate, and execute new business development concepts that lead to innovation, new partnerships, and better relationships with new and existing customers.

2023 98
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Top 150 Global Customer Experience Thought Leaders and Influencers of 2020

SurveySensum

As a VP Analyst for Customer Experience at Gartner, Augie Ray has been helping Fortune 500 firms to understand CX, how to succeed, how to gauge results, and how to make CX matter to the stakeholders. A leader in customer experience, he has spent years in leading successful CX, Voice of the Customer (VoC), and marketing teams.

2020 132
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B2B Customer Experience Governance

ClearAction

All this, in addition to customer success and customer service organizations who strive to strengthen customers’ post-purchase experience, loyalty, and lifetime value. Your CRM (customer relationship management) system is typically used by all of these parties. Built-in B2B Customer Experience Governance 1.