Financial Related Topics 
InMoment XI
JULY 13, 2023
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.
eglobalis
MARCH 24, 2025
For instance, a prominent European bank encountered customer dissatisfaction when its chatbot, lacking up-to-date financial policies, gave incorrect guidance. Financial institutions, such as HSBC, must adhere strictly to regulations like GDPR, which mandate human oversight for automated decisions affecting customers significantly.
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InMoment XI
DECEMBER 5, 2024
This is true for financial institutions in general, with almost 90% of consumers using online reviews to make banking decisions. Attracting New Members Member Loyalty Competitive Advantage Crisis Management Credit unions are member-driven financial cooperatives. Why Is Reputation Management Important for Credit Unions?
eglobalis
FEBRUARY 3, 2025
Example: A financial services company using Google Dialogflow reduced its average response time from 12 hours to 2 hours, resulting in a 20% increase in customer satisfaction scores. For example, a financial services client of Salesforce increased customer engagement by 25% by optimizing its journey maps using AI insights.
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After analyzing VOC data from verticals including Financial Services, Healthcare, B2B Services and Technology, we found some interesting answers. They wonder: Does Net Promoter Score® (NPS) still have the same predictive power. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?
InMoment XI
OCTOBER 23, 2024
It’s no longer enough for banks and credit unions to simply provide financial services. Needless to say, providing a memorable customer experience in banking should be a top priority for all financial institutions. Importance of Customer Experience in Banking We are currently living through times of financial worry.
InMoment XI
APRIL 25, 2024
Did you know that over half of financial services consumers say they have low trust in their provider? Financial services providers are tasked with a unique challenge. Why Reputation Management Matters in the Financial Service Industry? And, of those consumers, only 34% of them would recommend their brand to friends and family.
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To answer these questions, we analyzed VOC data from programs across a variety of verticals – including Financial Services, Healthcare, B2B Services, Technology, and more. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?
Speaker: Diane Magers, Founder and Chief Experience Officer at Experience Catalysts
In the world of business, connecting the dots from experience to financial impact is an essential skill. Transforming customer engagement, Voice of Customer (VoC) insights, and Journey Maps into tangible financial outcomes poses a significant challenge for most organizations. Register today!
Speaker: John Joba and David Robbins
In this webinar, we will equip you with three models that can be implemented at any stage of CX maturity to link program spend directly to your organizations key financial outcomes: Leverage external information and analyze “back of the envelope” calculations when financial data such as customer spend is in short supply.
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Unfortunately, companies don’t always see a positive financial impact from these actions. Download this e-book and learn to overcome the 4 most common mistakes so you can achieve a better financial outcome from all your closed-loop efforts.
Advertiser: Vanilla Forums
This year marks their 11th Edition, which shows that, among other things, that the industry has made considerable progress in translating the generative business model of communities into financial benchmarks.
Speaker: Rana Gujral, CEO at Behavioral Signals
Insights from a real-world case study, involving a European Financial Institution, and how behavioral AI managed to increase revenues by 20% while lowering call center costs by 7.6%. How Behavioral AI can have an impact on the quality of customer conversations with a measurable increase of 20% in actual outcomes.
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A survey of 1,000 contact center professionals reveals what it takes to improve agent well-being in a customer-centric era. This report is a must-read for contact center leaders preparing to engage agents and improve customer experience in 2019.
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