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

InMoment XI

By focusing on the customer experience, the company achieved immediate intelligence that it was then able to deliver to the team members who could make a difference, accelerating current and future operations service enhancements. Use Case #3: Combining CX and EX. One retail financial services firm struggled to retain its members.

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How to Optimize Customer Service With Omnichannel Support

Team Support

It’s also imperative that companies know which support channels work best for their business model and are most useful to their unique customer base. Current trends in customer support show that 79% of customer case submission is happening via digital channels. Interested in learning more?

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If a recession is coming, is your contact center ready?

Interactions

Between moving agents to work from home environments, to unpredictable volumes, to navigating a more digital customer base, companies felt the pressure. Learn more about how Conversational AI can optimize labor and save money in our eBook. Keep loyalty high. In 2020, contact centers were hit hard by the pandemic.

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What is a chief customer officer?

ChurnZero

Secure funding to invest in technology that tracks and supports a boost in customer experience. Spearhead efforts to collect and analyze customer insights. Customer-centricity is an important factor in customer loyalty and retention. A chief customer officer can take these efforts to new heights.

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Tips for Setting Up Your Customer Advisory Board (CAB)

ClientSuccess

It helps drive better relationships between customers and the company, ensure customer satisfaction, and increase loyalty. Here are some top advantages that CABs can offer your company: • Strengthen relationships with key customers. Increase customer satisfaction, retention, and loyalty. Happy CAB-ing!

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Customer Journey Survey Strategy

ClientSuccess

The NPS survey is an industry-standard survey that allows CSMs to better understand if a customer would recommend your products, services, or company to their peers and/or colleagues. CSMs and companies of all kinds often use NPS surveys to see their recommendation rate across their customer base. The renewal survey.

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How to Create the Perfect Customer Satisfaction Survey: Questions, Tips & Templates

Comm100

The first thing you will know from the feedback you get from your customers is the level of their satisfaction. It is crucial to note that satisfaction and loyalty go hand in hand, and the latter will come only if the former is ensured! The wording of your questions needs to be clear and easy to interpret by your entire customer base.