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AI in Financial CX: The Future of Banking Experiences

InMoment XI

The financial sector is at the forefront of a significant transformation, driven largely by the buzzword of the decade: artificial intelligence. AI’s ability to analyze and interpret vast data sets is redefining how financial institutions interact with their customers, offering more personalized, efficient, and secure services.

Banking 260
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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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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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Embracing Consumer Duty to Deliver Positive Outcomes for the UK Financial Services Sector

InMoment XI

The new FCA Consumer Duty is intended to improve customer outcomes and promote better customer experiences in the financial industry in the United Kingdom (UK) by setting higher and clearer standards of consumer protection. Consumer Duty Principle, proposed by FCA , is a significant new legislation for the UK Financial Services sector.

Financial 260
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Customer Experience Management: Optimizing Your Strategy for Financial Success

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!

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At a Glance: 3 Employee & Customer Experience Program Use Cases for Financial Services Brands

InMoment XI

Financial services brands know that customers take their money seriously, so many of them leverage employee and customer experience programs to understand what their customers need, then create experiences that build trusting, positive customer/brand relationships. One retail financial services firm struggled to retain its members.

Financial 295
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Why are We Still Talking About CX in Financial Services?

Lumoa

The past few years have witnessed a substantial increase in attention and investment in customer experience (CX) across various industries, including the financial services sector. But some important questions arise: How relevant is CX to modern financial services? The post Why are We Still Talking About CX in Financial Services?

Financial 208
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Navigating the Future: Unveiling Trends and Bold Predictions in Customer Experience

How can leaders leverage their CX metrics to establish financial linkage? Join experts from SMG and guest Forrester as they discuss prominent trends actively shaping the industry and dive into a stack of bold predictions for the year ahead. Will the average customer experience improve?

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Should Loyalty Metrics be Reassessed Post-Pandemic? And What About NPS?

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?

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Should Loyalty Metrics Be Reassessed Post-Pandemic?

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?

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Good, Better, Best: Three Ways to Calculate the ROI of CX Initiatives

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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How to Close the Customer Feedback Loop and Open the Doors to CX Success!

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.

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How New Customer Experience Technology Can Generate Massive ROI

Speaker: Elissa Riddell, Justin Knowles, Melissa Maki, Ami Iceman-Haueter

Creating a digital first experience, complemented by in-person engagements where needed, is the name of the game for financial institutions in 2022. In this webinar, you’ll hear from three financial institution leaders about how they’ve pivoted to provide an omnichannel experience to their customers and members, and their lessons learned.

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Research Report: The State of Community Management

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.

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How to Efficiently Transform Your Customer Service Through AI

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.