Talkdesk

DECEMBER 10, 2020

We talked to almost 900 consumers and hundreds of customer experience (CX) professionals to understand the changing landscape of CX in financial services and insurance. We’re calling it the CX revolution in financial services and insurance. . There are new ways to strategize deeper customer intelligence.

Insurance 135

Insurance Financial Trends Contact Center 135

InMoment XI

OCTOBER 19, 2021

Over the last few weeks, there have been several announcements from large tech players in the world of VoC (voice of customer) and CX (customer experience). I thought I’d spend a moment explaining what these announcements mean for those of us who are VoC, CX and Customer Insights professionals. Let’s look into it.

Analytics 493

Analytics Data Customer Experience Social Media 493

Lumoa

NOVEMBER 7, 2022

And just like these new phrases have become commonplace now, new customer experience trends are popping up as well. Not only has the world changed, but technology has improved, and companies have been finding new ways to provide customers with a great experience. That’s because it works.

Trends 208

Trends Customer Experience Competitive Advantage Customer Insights 208

Forrester's Customer Insights

SEPTEMBER 19, 2023

US financial services brands are struggling to earn high levels of customer trust. Forrester’s Financial Services Customer Trust Index (FS Trust Index) revealed that customer trust in US financial services firms in 2023 was relatively weak and largely unchanged from 2022.

Financial 56

Financial Banking Measurement Brands 56

Totango

JUNE 1, 2021

Customer Success software helps your enterprise understand what matters to your customers. Being able to use your customer success data will enable you to better connect with your customers. It all starts with knowing how to gather customer insights and properly leverage that data.

Customer Insights 69

Customer Insights Software How To Touchpoint 69

InMoment XI

NOVEMBER 20, 2023

In particular, Artificial Intelligence (AI) has emerged as a powerful tool, revolutionizing the way companies understand and enhance the customer experience. As we delve into the realm of AI in Customer Experience (CX), we will explore how this technology is reshaping the customer-business relationship. What is AI in CX?

Customer Experience 324

Customer Experience Strategy Chatbots e-support 324

Kerry Bodine

MAY 3, 2019

If you read my last post , you’ll know that I credit the launch of Net Promoter Score® as one of three pivotal events that paved the way for the customer experience discipline. How Net Promoter Companies Thrive in a Customer-Driven World. But the scores themselves won’t help any organization actually improve its customer experience.

NPS 120

NPS Analytics Customer Insights Net Promoter Score 120

Kerry Bodine

MAY 3, 2019

If you read my last post , you’ll know that I credit the launch of Net Promoter Score® as one of three pivotal events that paved the way for the customer experience discipline. How Net Promoter Companies Thrive in a Customer-Driven World. But the scores themselves won’t help any organization actually improve its customer experience.

NPS 120

NPS Analytics Customer Insights Net Promoter Score 120

Beyond Philosophy

MAY 7, 2022

Customer Science is a vital part of any organization’s future success with their customer experience. The combination of AI, behavioral sciences, and data is a powerful way to gain insight into your customers behavior so you can provide a proactive and perfect experience for them. Verint sponsors this episode.

Customer Insights 78

Customer Insights Voice of Customer Insurance Contact Center 78

Lumoa

JUNE 30, 2022

If you want people in your organisation to appreciate the value of customer experience, you need to learn how to sell customer experience (CX) to those who are not dealing with it day in and day out. You need to learn (and teach) how to sell customer experience to your whole organization. Lack of good data.

Customer Experience 277

Customer Experience How To Metrics Feedback 277

Think Customers

OCTOBER 28, 2020

For financial institutions, what was a slow shift toward mobile banking, contactless transactions, and digital insurance sped up when COVID-19 reinforced the need for fast, secure, and remote access to funds and financial information. Why is this so important? Other experts agree. “If

Financial 52

Financial Insurance Banking Customer Journeys 52

InMoment XI

OCTOBER 19, 2021

Over the last few weeks, there have been several announcements from large tech players in the world of VoC (voice of customer) and CX (customer experience). I thought I’d spend a moment explaining what these announcements mean for those of us who are VoC, CX and Customer Insights professionals. Let’s look into it.

Analytics 295

Analytics Data Customer Experience Social Media 295

Talkdesk

JUNE 22, 2020

Others like travel and hospitality businesses witnessed a spike in customer demands due to travel bans and restrictions, lacking the workforce needed to respond to it. At Talkdesk® , we are committed to ending bad customer service and supporting our customers at all times.

Customer Insights 62

Customer Insights Travel Hospitality Policies 62

InMoment XI

DECEMBER 13, 2021

Having buy in from your executive boardroom allows research teams to develop projects related to organizational goals and drive their insights into action. And understanding how the customer and employee journeys interrelate can guide that collaborative process into a more honed business strategy.

Analytics 493

Analytics Data Marketing Customer Journeys 493

Lumoa

NOVEMBER 29, 2021

Is it possible to determine the ROI of customer experience, if so, how do you do that? In this article, we explain the relationship between revenue growth and customer experience. In addition, we share tools that will help you calculate the ROI of your own customer experience projects. Not always, but often.

ROI 259

ROI Customer Experience NPS Financial 259

CX Centric

JANUARY 4, 2021

There has been a lot of change in the Financial Services industry over the last 10 years. Financial Services providers need to come up with new innovative solutions for their clients. Customers appreciate and expect innovation, and failing to compete in this area results in loss of business. And the list goes on!

Financial 98

Financial Technology Banking Customer Centricity 98

Totango

JUNE 25, 2019

Customer Success Management (CS) software helps your enterprise understand what matters to your customers. And what matters most to your customers should matter most to you. It all starts with knowing how to gather customer insights and properly leverage that data. . How Does CS Software Work?

Customer Insights 68

Customer Insights Software How To Touchpoint 68

Forrester's Customer Insights

JANUARY 10, 2024

Organizations that are advanced in their digital measurement practices track their performance through: digitally-sourced revenues, digitally-impacted costs, digitally-enhanced operations, and digitally-satisfied customers. Digital leaders from financial institutions (FIs) including banking, insurance, and wealth management can […]

Financial 34

Financial Banking Insurance Measurement 34

Forrester's Customer Insights

JUNE 27, 2023

We have launched the European Financial Services Customer Trust Index, 2022. Sadly, customers in France, Germany, Italy, and the UK generally rate their trust toward their banks as weak or — at best — moderate.

Financial 26

Financial Banking Customers Brands 26

Comm100

MAY 4, 2023

However, there is one factor that can be lost within digital banking which many customers still long for. Live chat allows banks and other financial institutions to bring the personal touch back into virtual interactions. Personal, human interactions. This is where live chat comes in.

Banking 130

Banking Customer Experience Multi-Channel Video 130

Lumoa

FEBRUARY 28, 2023

Your customers are sharing their experiences online. No matter what industry you’re in, your customers are eager and encouraged to share their feedback: the good, the bad, and the ugly. Your customers are a wealth of information on how you can improve your marketing, sales, and customer experience.

Feedback 208

Feedback Strategy Net Promoter Score Effort Score 208

Forrester's Customer Insights

MAY 15, 2020

A new crop of challenger brands, such as Alibaba, Amazon, Apple, Google, Starbucks, T-Mobile, Tencent, and Walmart, are on the prowl in the financial services category. And that should have traditional financial brands worried — very worried.

Financial 53

Financial Brands Banking B2C 53

Forrester's Customer Insights

AUGUST 17, 2021

Forrester’s Financial Well-Being Segmentation helps firms better assess their customers’ level of financial resilience and attitude toward their financial situation.

Financial 60

Financial Consumers Customers Customer Experience 60

Wired and Dangerous

OCTOBER 19, 2015

Shifting away from politics — what do you do with customer complaint magnification? How do you ferret out certainty from behind the customer’s emotional camouflage and keep up with your rapidly changing customers? Several years ago, we were conducting a customer focus group for a large utility.

Customer Insights 70

Customer Insights Sports Banking Groups 70

C Space

OCTOBER 8, 2021

C Space announces winners of inaugural Better Why Awards, Merck, McDonald’s, Logitech, ATB financial and Mars Food all scoop prizes. BOSTON, October 8, 2021 – C Space, the global customer agency, has today announced Merck, McDonald’s, Logitech, ATB financial and Mars as the winners of The Better Why Awards.

Financial 69

Financial Banking Customer Centricity Consumers 69

Beyond Philosophy

DECEMBER 16, 2023

The Future of Customer Research Teams: Innovating for Success in 2024 and Beyond AI’s enthralling me these days, and it seems the world’s caught in the same spell. One realm set for a profound AI makeover is customer market research—a topic worth diving into since it’s likely on many of your radars too. The upshot?

Innovation 78

Innovation Video Consulting Customer Insights 78

Forrester's Customer Insights

MAY 8, 2023

Earning and defending customers’ trust, considering the current volatility in financial markets, the infamous downfall of Credit Suisse, the collapse of First Republic Bank, and the ongoing banking scandal in China, requires a special commitment, not lip service.

Financial 26

Financial Banking Insurance Customers 26

Forrester's Customer Insights

SEPTEMBER 18, 2020

COVID-19 and the associated containment measures are accelerating digital transformation and automation in financial services.

Financial 72

Financial Chatbots Banking Measurement 72

Vonage

SEPTEMBER 15, 2017

Over the last 10 years we have had the pleasure of working with many global organisations, across many sectors; retail, financial services, telecoms, technology, hospitality, professional services on the design and implementation of their Branded Customer Experience * (BCE) programmes. Paul’s Hotel.

Tips 267

Tips Brands Customer Experience Competitive Advantage 267

CSM Magazine

MARCH 18, 2024

In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website. The FCA Financial Lives survey indicates that around 47% of all customers have characteristics that could make them vulnerable.

Training 52

Training Government Financial Resources 52

Totango

JUNE 25, 2019

Customer Success (CS) software helps your enterprise understand what matters to your customers. And what matters most to your customers should matter most to you. It all starts with knowing how to gather customer insights and properly leverage that data. . How Does CS Software Work?

Customer Insights 49

Customer Insights Software How To Touchpoint 49

Forrester's Customer Insights

SEPTEMBER 28, 2021

Banks and other financial services firms always ask: “What are the others doing?” They leverage the answer to this question to assess their overall strategic position, compare their key challenges with those of others, and plan for the transformation of their application landscape to a more powerful customer-centric approach.

Financial 49

Financial Banking Survey Customer Centricity 49

Forrester's Customer Insights

NOVEMBER 8, 2022

How successful have financial services firms been in garnering the trust of their customers amidst inflation and market volatility? Not very successful, it seems.

Financial 26

Financial Banking Insurance How To 26

Forrester's Customer Insights

AUGUST 6, 2020

Putting financial well-being at the core of their strategy is critical to financial services firms’ ability to win, serve, and retain customers. To develop their financial well-being program, financial services providers are evaluating and adopting a range of contributing technologies.

Financial 63

Financial Technology Strategy Insurance 63

Forrester's Customer Insights

NOVEMBER 8, 2022

How well did US financial services firms rank in terms of customers’ trust in 2022? Our new research reveals the scores and rankings of 54 US brands across auto and home insurance, banking, credit card issuers, and investment firms, analyzed as part of Forrester’s US Financial Services Trust Index, 2022.

Financial 26

Financial Brands Insurance Banking 26

Forrester's Customer Insights

JUNE 19, 2019

Business leaders in the financial services (FS) industry are used to tracking success with measures that reflect shareholder, investor and market regulator values like return on equity, net profit, assets under management and capital adequacy ratio. This is the ‘money story’.

Financial 48

Financial Measurement Customer Engagement Engagement 48

Forrester's Customer Insights

MAY 18, 2020

Even before the COVID-19 outbreak, our research showed that Canadian consumers were facing multiple financial challenges and were worried about their financial situation.

Financial 59

Financial Consumers Survey Customer Centricity 59