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How to Create Winning CX Surveys for Bank Customers

InMoment XI

A good relationship survey gives banks not only how their customers feel about experiences now, but also helps highlight which experience elements might be even more influential tomorrow. What follows is the secret sauce for a great relationship survey. You want to include metrics that measure overall satisfaction and loyalty.

Banking 493
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CSM Guide to Building Customer Loyalty and Improving Retention

ClientSuccess

As a CSM, you know that the holy grail of any customer relationship is strong loyalty and, ultimately, long-term retention. But how do you get to this level with a customer? Customer loyalty and retention: a match made in heaven. Customer loyalty and retention: a match made in heaven.

Loyalty 82
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CX Prediction 2022.1 — Brand Loyalty Rebooted

SurveyGizmo

Please download our CX Predictions for 2022 ebook for our full report. COVID killed brand loyalty. Brand loyalty took a nosedive during the pandemic with 75% of consumers trying a new shopping behavior since COVID started. Why Loyalty Matters. Loyalty matters because regular customers tend to be your best customers.

Loyalty 95
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How to Eliminate Friction in Your Customer Journey

InMoment XI

The result is both a meaningfully improved experience and saved customer relationships. So, without further ado, let’s go over how your organization can ensure it’s eliminating friction across your customer journey. How Can You Eliminate Friction in the Customer Journey? 3: Keeping Tabs on Your Customer Journey.

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How Better Customer Relationship Management Can Increase ROI

ClientSuccess

If you are a customer success team leader or a CSM, you spend your days establishing and nurturing customer relationships, so obviously you realize how important they are to the ongoing success of your organization. What is customer ROI? Customer ROI goes beyond the monetary value of an account.

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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.

Financial 295
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Tried and True Recipe for Retaining Customers and Building Loyalty

ClientSuccess

This overarching question made our team at ClientSuccess go back to the basics of customer success to determine what exactly goes into every customer relationship that ensures retention, satisfaction, and ongoing loyalty. Here is the tried and true recipe: trust + communication = customer loyalty.

Loyalty 52