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How Prepared Are Financial Firms Feeling for Consumer Duty?

InMoment XI

In our recent virtual panel discussion, we explored how different financial firms are embracing the Consumer Duty Act and identified areas where most of their resources have been designated.

Consumers 492
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CloudCherry – Tying Financial Goals to CX Metrics

CloudCherry

But the good news is, as Tom Mouhsain says in the Forrester report cited above, “there is sufficient auditable evidence to link CX to all of the major financial performance drivers that determine profit — and ultimately to the return on shareholder equity.”. CX can be tied to the financial goals of your business. Increase Revenue.

Financial 218
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How to Identify Weaknesses in Your Customer Journey Map

GetFeedback

Rather, in this article, I’ll try to help you identify the weaknesses in your customer journey that, if improved, would actually lead to improved customer satisfaction and better business performance. . Customer touchpoints vs. journeys. Without this spark, no journey! That’s not as easy as it seems.

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Customer Journey Mapping: Real-World Examples & Use Cases

Experience Investigators by 360Connext

Are Customer Journey Maps Really Necessary? She was defeated, and realized she made a misstep in trying to get resources for a journey mapping initiative. The C-Suite had heard her desire to understand customers better, but they couldn’t see WHY that exercise would benefit the company, exactly. Product roadmaps.

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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

If you have customers, then they’re having an experience with your brand, your products, and at every step in their journey. Customer Experience Management (CEM) is a strategic approach that focuses on proactively designing and delivering the entire customer journey to meet or exceed expectations.

ROI 260
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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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Advance from Personalization to Customer Journey Orchestration

Pointillist

By Steve Offsey The goal of customer journey orchestration is to improve journey outcomes by enabling the most relevant interactions in the context of each customer’s goals and their overall experience. What is Customer Journey Orchestration?