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How Voice of Customer (VoC) Programs Revolutionize Compliance in Financial Services

InMoment XI

The Australian financial services industry operates in a tightly regulated environment, with a myriad of compliance obligations that must be met. RG 271 specifies that financial firms, including AFSLs, must have a fully functional internal dispute resolution (IDR) system in place.

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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

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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5 Key Learnings from Customer Experience Experts at The XI Forum Europe 2023

InMoment XI

Apply The Art of Integrated CX Strongest Signals: Comprehensive Data Collection The first step towards delivering an omnichannel customer experience is to gather customer experience data from every conceivable source. That means capturing insights from every touchpoint and channel.

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Optimove’s 2023 Survey Key Highlight: Brands Still Subject Consumers to Marketing Fatigue

Optimove

Source: 2023 Marketing Fatigue Survey ) Financial services clients get too many messages: 76% of respondents said they get too many messages and 40% of those noted they would like messages to be more personalized. In summary, addressing marketing fatigue requires that marketing start with the customer.

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Why You Should Focus on Nurturing the Customer Relationship

Totango

Instead of capturing the bulk of customer value at the initial sale, digital companies now rely on an ongoing process of renewal and upsell that can potentially continue for years. The challenge is to focus on nurturing customer relationships and prioritizing existing customers rather than hunting down new ones.

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It’s Finally Time for Frictionless Financial CX

Think Customers

For financial institutions, what was a slow shift toward mobile banking, contactless transactions, and digital insurance sped up when COVID-19 reinforced the need for fast, secure, and remote access to funds and financial information. reaching a live agent, making a deposit) and eliminate as many as possible.