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

InMoment XI

Check them out below: Three Financial Services Customer Experience Program Use Cases. A global senior wealth management firm was able to utilize its CX programs to gather information from up to 150,000 clients annually. This new program launched using greater mobile engagement, text analytics, and case management to close the loop.

Financial 295
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Identifying And Cultivating Top Talent In Your Contact Center

Playvox

In an economy that’s pitched more than a few curveballs over the last five years, retaining and growing a loyal customer base is consistently a winning business strategy. As a contact center leader, the top agents you hire, train, and manage are the clutch players.

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Tips for Setting Up Your Customer Advisory Board (CAB)

ClientSuccess

Here are some top advantages that CABs can offer your company: • Strengthen relationships with key customers. Increase customer satisfaction, retention, and loyalty. Receive invaluable customer feedback on products, services, and strategies. Gain insights into customer needs in order to develop better offerings.

Tips 87
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Tips for Writing Effective Customer Success Follow-Up Emails

ClientSuccess

Thank the customer for their business and for bringing their issue to your attention. Let them know you appreciate their feedback and are committed to providing the best possible experience. A little bit of gratitude can go a long way in building a loyal customer base.

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The Ultimate List of Customer Success Resources For 2021

Gainsight

As we embark on the New Year, now is the perfect time to catch up on Gainsight’s Customer Success resources from 2020. We compiled our best Customer Success resources from last year, from blogs to ebooks to webinars and podcasts. Launching Customer Success. Customer Success Team Management.

Resources 111
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Your CX Playbook for Financial Services

Kustomer

CX involves both direct interactions initiated by the customer, and also indirect interactions the customer has with the organization: for example, when a customer sees a wealth management company’s advertisement on a billboard or follows a bank on social media. Why Is a CX Playbook Important for Financial Services?

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3 ways to empower your customer support team

Vonage

Ask them for feedback on a regular basis—and really listen. Support agents not only interact with customers daily, they’re constantly brainstorming ways to overcome the top issues impacting your customer base. The easier customers’ lives are, the easier the customer support team’s job is.

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