article thumbnail

Your CX Playbook for Financial Services

Kustomer

The time has come for financial services organizations to move from a transactional mindset to an engaging mindset. Customers want to feel financially confident, including having trust in their financial institutions to work in their best interests, and they expect service to be streamlined and personalized.

article thumbnail

7 Customer Service Tips for Financial Service Companies

Kustomer

Although cash may be the reason you’re in business, customers are the more important commodity when it comes to keeping that business afloat. When it comes to protecting, investing and being responsible for customers’ money, they need to trust in the financial services company. Is your company meeting customer expectations?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Twin Cities Business Journal 2019 Chief Financial Officer (CFO) of the Year—Calabrio’s Jenny Kray

Calabrio

She had to do it while also accelerating Calabrio’s transition to a SaaS business model—a decision with significant repercussions on financial forecasting and reporting, and product and business decisions. The post Twin Cities Business Journal 2019 Chief Financial Officer (CFO) of the Year—Calabrio’s Jenny Kray appeared first on Calabrio.

Financial 100
article thumbnail

Defining the Value of Customer Experience: A Guide for Creating CX ROI in A Constantly Changing World

Experience Investigators by 360Connext

CEM involves strategic planning and execution that help an organization track, oversee, and organize interaction between a customer and the organization throughout the customer lifecycle. (Is Is this the same as Customer Relationship Management, or CRM? For now, let’s help you make your case.

ROI 143
article thumbnail

Master the Market: A Deep Dive into Competitive Analysis

InMoment XI

Operational and Financial Analysis: Look into operational efficiencies, production costs, and pricing structures of competitors. This financial foresight is vital for strategic planning. What channels are they utilizing? Who is their target audience? This information can inform your own strategies.

Analysis 260
article thumbnail

4 Keys to Transforming Your CX Program to an ROI-Focused, Revenue Generating Machine

InMoment XI

Internal Data: Most businesses will have a strong customer relationship management system (CRM) that will store all customer and behavioral data. Along with that, it will also store financial and operational data from within your business.

ROI 493
article thumbnail

Introducing The Financial Services CRM Landscape, Q2 2023

Forrester's Customer Insights

Our data at Forrester backs this up: Industry solutions grow at a compounded annual growth rate of 13.9%, a rate faster than horizontal customer experience tech. At Forrester, we see financial services firms […]

CRM 26