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Your CX Playbook for Financial Services

Kustomer

This interaction is often initiated by the customer rather than the company, such as when a customer reaches out to a bank or a financial services organization with a question about a service (budgeting tools or spending trackers) prior to enrolling in that service. How the bank or the firm handles that interaction is customer service.

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Increase revenue with local lead generation

BirdEye

From optimizing your website to leveraging social media, we’ll cover everything you need to know about local lead generation so that you can start growing your business today. For the bakery to reach these target customers, it must implement digital strategies such as paid search ads and social media campaigns.

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Top referral program template strategies, plus examples

BirdEye

Offering them perks for sending their friends over is an effective technique to boost sales. Researchers looked at 10,000 bank customers. Below are tips and details to help get you started. Social media Social media is the place for eye-catching images.

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7 Essential Podcasts for Sales Reps

Method:CRM

Podcasts are an excellent resource for people working in sales roles. Much like sales books , podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. With such a wide range of sales podcasts available for free, narrowing down the options can be tricky.

Sales 65
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Four Ways CCM for Banking Can Help Financial Institutions

Ecrion

Banks have had to deal with many issues that have driven customers away over the past several years — from unethical practices, to an increase in fees, to competition from other banks and financial institutions. This is why CCM for banking can help financial institutions as we approach the new year.

Banking 49
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5 Ways to Develop a Winning Restaurant Marketing Strategy

ReviewTrackers

This bump in sales, when handled correctly, can do a world of good for a restaurant’s review volume, score trends, and overall social media buzz. Bank on Trends (#PumpkinSpiceEverything). Include tips on how to make the dish look homemade, and facilitate presentation by providing your customers with additional garnishes.

Strategy 132
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mCommerce Dominating UK eCommerce Sales

NetBase

Purchasing from mobile phones has become the new norm for consumers, so much so that mcommerce (mobile commerce) is set to dominate UK ecommerce retail sales in the coming months. With mcommerce sales in the UK projected to grow to £61.14 billion or half of UK retail mcommerce sales. 67% of millennials prefer to shop online.