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Financial Services Reputation Management: Secure Lifelong Customers

InMoment XI

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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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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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. Use Case #2: Preventing Churn.

Financial 295
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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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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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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. The panelists shared valuable insights on embracing changes and putting customers at the center of their business.

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Not Just Another Blog Post on How to Improve Customer Experience

InMoment XI

Today, there are a lot of customer feedback management (CFM) companies talking about integrated CX. But, we are confident in saying that the strategies we are developing that view the customer experience as the sum of integrated feedback, insights, and actions are going to distinguish us from our competitors in a significant way.

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

Will the average customer experience improve? How can leaders leverage their CX metrics to establish financial linkage? What will global firms achieve using customer-facing generative AI? Our featured panelists bring measured thoughts on the above (and more!)

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

CX pros are examining the impact the pandemic has had on customer expectations and how they might need to modify their CX measurement programs. Have the drivers of customer experience changed? Download this eBook and discover how to adjust to get more from your customer feedback right now!

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How New Customer Experience Technology Can Generate Massive ROI

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

The technology they’re implementing is often siloed creating inconsistent experiences as customers and members move from one channel to the next. Creating a digital first experience, complemented by in-person engagements where needed, is the name of the game for financial institutions in 2022.

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

Speaker: John Joba and David Robbins

Customer Experience is at a tipping point. Despite increasing investment in measurement platforms, executives still struggle to demonstrate the impact to the bottom line—and the value these bring to customers and the organization as a whole. July 23rd, 2019 11:00AM PDT, 2:00PM EDT, 7:00PM BST.

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Should Loyalty Metrics Be Reassessed Post-Pandemic?

The coronavirus outbreak flipped our world – and customer experience strategies – upside down. Two years later, CX pros are still curious about the impact the pandemic has had on customer expectations and how to modify their CX measurement programs accordingly. Have the drivers of customer experience changed?

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Research Report: The State of Community Management

Customer Communities Elevate the Customer Experience. Online communities provide a wealth of benefits for organizations; they impact a variety of customer activities, boost engagement, and provide a range of transformative business services. External Communities Elevate the Customer Experience.

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The Health of the Contact Center: Are You Ready for 2019?

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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How to Efficiently Transform Your Customer Service Through AI

Speaker: Rana Gujral, CEO at Behavioral Signals

According to a report from Salesforce, 78% of customers are willing to do business with a brand even after a mistake, but only if the customer service is excellent. This means you can’t afford to put your customers on hold for long or deliver poor communication. Customer service technology has largely been the same for decades.