AWS Machine Learning

MAY 24, 2023

In this three-part series, we present a solution that demonstrates how you can automate detecting document tampering and fraud at scale using AWS AI and machine learning (ML) services for a mortgage underwriting use case. Fraudsters range from blundering novices to near-perfect masters when creating fraudulent loan application documents.

Analysis 69

Analysis Financial Training How To 69

Totango

NOVEMBER 21, 2019

Luckily, there’s a measure for that, too: customer satisfaction metrics. Customer satisfaction quantifies the degree to which a customer is pleased by a product, brand, or overall experience. How to Track Customer Satisfaction with NPS . That’s why the Net Promoter Score (NPS) is a key metric to track.

Customer Satisfaction 91

Customer Satisfaction NPS Metrics Net Promoter Score 91

NobelBiz

MARCH 12, 2024

Customer demands are ever-changing and more often than not, they become more and more difficult to keep up with for a lot of businesses. Customers today expect seamless and personalized interactions across all touch points. Disjointed experiences not only frustrate customers but also hinder businesses from nurturing loyalty and trust.

Customer Experience Management 52

Customer Experience Management Omni-Channel Customer Experience Customer Journeys 52

AWS Machine Learning

NOVEMBER 22, 2023

When a customer has a production-ready intelligent document processing (IDP) workload, we often receive requests for a Well-Architected review. The IDP Well-Architected Custom Lens in the Well-Architected Tool contains questions regarding each of the pillars. Then we go through each focus area from a technical perspective.

Metrics 91

Metrics User Experience System Data 91

AWS Machine Learning

NOVEMBER 22, 2023

The IDP Well-Architected Lens is intended for all AWS customers who use AWS to run intelligent document processing (IDP) solutions and are searching for guidance on how to build secure, efficient, and reliable IDP solutions on AWS. This post focuses on the Operational Excellence pillar of the IDP solution.

Culture 82

Culture System Metrics Resources 82

AWS Machine Learning

NOVEMBER 3, 2022

In Part 1 of this series, we discussed intelligent document processing (IDP), and how IDP can accelerate claims processing use cases in the insurance industry. We discussed how we can use AWS AI services to accurately categorize claims documents along with supporting documents. Part 1: Classification and extraction of documents.

Insurance 75

Insurance Analytics Industry e-support 75

Storyminers

JULY 7, 2020

How do you expect customer expectations to change in 2017? Customers will expect most of their vendors to serve them as well as their favorite vendors do. Prefer the customized recommendations you get from Nordstrom? The more adaptive companies will excel at keeping pace with their customers’ changing needs.

Contact Center 147

Contact Center Customer Expectations Management Wireless 147

Gainsight

MARCH 26, 2024

As Customer Success enters its second decade, the industry has never been hotter. Organizations are seeing how the efforts of Customer Success professionals have a direct impact on a business’s bottom line. Filley’s first priority was understanding the health of the customers in her book of business.

Customer Success 52

Customer Success Metrics Touchpoint NPS 52

AWS Machine Learning

SEPTEMBER 27, 2023

MDaudit provides a cloud-based billing compliance and revenue integrity software as a service (SaaS) platform to more than 70,000 healthcare providers and 1,500 healthcare facilities, ensuring healthcare customers maintain regulatory compliance and retain revenue. This prompts an AWS Lambda function to initiate Amazon Textract.

Healthcare 97

Healthcare Innovation Customers Financial 97

CSM Magazine

APRIL 17, 2024

Victor Obando, VP of Customer Solutions, ActivTrak Earlier this year the World Bank predicted the global economy would slow for a third straight year in 2024. This requires lower-tier customer service professionals to be enabled and empowered to step up when needed. This can help answer questions: Where does overwork exist?

Customer Service 59

Customer Service Sports Banking Analytics 59

Customer Bliss

MARCH 28, 2019

In my conversation with Allison Pickens, the Chief Operating Officer at Gainsight , a customer success SaaS organization, you’ll hear how her background in strategy and management consulting, and investment banking, allowed her to thrive in her current position. Build Customer Success Internally and Externally.

Customer Success 131

Customer Success Management Exercises Metrics 131

PeopleMetrics

APRIL 12, 2017

There was a time that businesses relied on anonymous, aggregated customer feedback as the sole input for their customer strategies. And that time is quickly fading away, along with once-common practices like writing checks to pay monthly bills and physically signing mortgage application documents. 42 points worth!).

Metrics 87

Metrics Customer Experience Banking eBook 87

Team Support

JULY 31, 2023

The data collected in your customer support department does not begin and end with customer support personnel. Your customer data is an incredibly rich source of information, particularly if your communication channels are optimized for customer use.

Data 97

Data Social Media Metrics Software 97

ChurnZero

FEBRUARY 23, 2023

Long-standing wisdom in business says when the economy looks shaky, or worse turns south, savvy companies redouble their focus on existing customers. There are two primary reasons why: First, you need to retain customers to simply “keep the lights on” so to speak. What is customer lifecycle management in plain English?

Management 52

Management Self Service Customer Retention Net Promoter Score 52

ChurnZero

FEBRUARY 23, 2023

Long-standing wisdom in business says when the economy looks shaky, or worse turns south, savvy companies redouble their focus on existing customers. There are two primary reasons why: First, you need to retain customers to simply “keep the lights on” so to speak. What is customer lifecycle management in plain English?

Management 52

Management Self Service Customer Retention Net Promoter Score 52

CustomerSuccessBox

MARCH 15, 2022

So let’s deep dive into Customer Success, Customer support and Account management. What is customer success? The initiative was taken by the business to assist the clients or the customers to effectively use its products and plan the business operations to be empowering and successful. Minimizing churn.

Customer Success 52

Customer Success Management Comparison Metrics 52

SurveySensum

OCTOBER 17, 2023

Ultimately, all these limitations and issues drove her to seek more customer-friendly financial alternatives, leaving the NBFC with a lost opportunity and a dissatisfied former client.’ NBFCs have a multitude of limitations and issues that affect their customer retention and satisfaction. What is a NBFC Customer Feedback Tool?

Feedback 52

Feedback Tools Management Knowledge Base 52

AWS Machine Learning

MARCH 28, 2024

For example, the training data used for BloombergGPT is 51% domain-specific documents, including financial news, filings, and other financial materials. An SEC filing is a financial statement or other formal document submitted to the US Securities and Exchange Commission (SEC). This creates a large number of documents over the years.

Financial 94

Financial Training Metrics Analysis 94

AWS Machine Learning

MARCH 1, 2023

Amazon Comprehend is a managed AI service that uses natural language processing (NLP) with ready-made intelligence to extract insights about the content of documents. It develops insights by recognizing the entities, key phrases, language, sentiments, and other common elements in a document.

Analysis 67

Analysis Training Metrics Resources 67

CSM Magazine

AUGUST 7, 2020

What separates great customer service managers from others with similar training? The best customer service managers (CSMs) are masters at multitasking. They perform administrative duties, demonstrate efficient management skills, and manage teams of customer support representatives. These five habits.

Exceptional Customer Service 59

Exceptional Customer Service Customer Service Management Rewards Programs 59

Blake Morgan

OCTOBER 31, 2022

Survey response rates are dropping because customers feel brands don’t care about their opinions. Instead of relying on NPS, brands should consider the most valuable metrics. Feedback is crucial, but brands must pay attention to customer data and not waste their time. If it doesn’t, what metric is right for you?

Customer Centricity 105

Customer Centricity Survey Net Promoter Score Effort Score 105

AWS Machine Learning

NOVEMBER 22, 2023

Building a production-ready solution in AWS involves a series of trade-offs between resources, time, customer expectation, and business outcome. This IDP Well-Architected Custom Lens provides you the guidance to tackle the common challenges we see in the field. This post focuses on the Security pillar of the IDP solution.

Policies 81

Policies Data Resources System 81

Ecrion

JULY 17, 2019

Ask five people what defines “good customer service” and you’ll likely get five different answers. With so many touchpoints along the customer journey – from initial sale to monthly invoices to product support – evaluating how your business is doing with respect to customer service can be daunting.

Metrics 55

Metrics Self Service Customer Service Call Center 55

delighted

APRIL 5, 2022

Imagine a scenario: You’re tasked with setting up a customer experience (CX) program for your company, with the goal of…well, with the goal of improving customer experience. Your organization has never run a program like this before, and you’re not sure what to focus on, or what management of a program like this entails.

Course 91

Course Management Social Media Analysis 91

Centercode

APRIL 16, 2019

What are beta program metrics exactly? These are the types of questions that suddenly pop into the minds of product and program managers when an executive team comes looking for Key Performance Indicators (KPIs). With his years of experience in Customer Validation , Alex had enough understanding of beta program metrics to get started.

Metrics 65

Metrics Net Promoter Score ROI Effort Score 65

Help Scout

APRIL 27, 2021

For customer service teams, the support queue shapes their work lives, shifting from a trickle of questions to a raging torrent of customer confusion throughout the various seasons of a business. Understanding and managing the power of the queue is critical to a sustainable customer service organization.

Self Service 118

Self Service Management Tips Metrics 118

Inbenta

JUNE 17, 2021

Contents: 4 reasons to track your knowledge management KPIs. Some key performance indicators (KPIs) to keep your knowledge management system on track. If you want to refresh your knowledge on this topic, check out our previous article dealing with knowledge management basics. Four reasons to track your knowledge management KPIs.

Management 52

Management Strategy Knowledge Base First Call Resolution 52

ReviewTrackers

JUNE 21, 2019

One of the key aspects of reputation management that we here at ReviewTrackers continue to stress to all of our clients and partners, regardless of size, is the importance of having a holistic reputation strategy. Even when you have tenured staff and seamless processes, on occasion customer dissatisfaction is related to product misalignment.

Customer Service 82

Customer Service Management Effort Score Fashion 82

Totango

DECEMBER 1, 2021

When you bring agile innovation to customer success , you empower your CS strategy with the latest technology. In this blog, we’ll look deeper at what an agile customer success strategy means and why you can benefit from using one. Then we’ll lay out seven steps to bring agile innovation to customer success.

Innovation 96

Innovation Customer Success Customer Journeys How To 96

AWS Machine Learning

FEBRUARY 2, 2024

Overview of RAG The RAG pattern lets you retrieve knowledge from external sources, such as PDF documents, wiki articles, or call transcripts, and then use that knowledge to augment the instruction prompt sent to the LLM. Before you can start question and answering, embed the reference documents, as shown in the next section.

Analysis 88

Analysis Data System Examples 88

Help Scout

SEPTEMBER 16, 2021

These days it’s easier than ever to outsource customer support, even for small teams that prioritize customer experience and quality. A new crop of companies that specialize in brand-forward customer experience outsourcing for small teams has emerged in the past five years. Someone needs to manage scheduling and time off.

Customer Service 98

Customer Service Training Average Handle Time System 98

Gainsight

OCTOBER 5, 2020

Being in a Customer Success role in Gainsight, a Customer Success company, is akin to being an English professor at Oxford. Since my role as a CSM requires me to meet many talented peers in the customer success industry (our end users are often CSMs), I started looking for qualities that make a CSM a superstar.

Customer Success 59

Customer Success Management Customers Metrics 59

ReviewTrackers

AUGUST 3, 2021

One of the key aspects of reputation management that we here at ReviewTrackers continue to stress to all of our clients and partners, regardless of size, is the importance of having a holistic reputation strategy. Even when you have tenured staff and seamless processes, on occasion customer dissatisfaction is related to product misalignment.

Customer Service 123

Customer Service Effort Score Fashion Customers 123

ClientSuccess

APRIL 18, 2018

This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. On April 18, 2018 I introduced a presentation called “3 Essential Pre-onboarding Principles” at a local Customer Success meet-up in Utah. Ensure Customer Onboarding Readiness.

Exercises 48

Exercises Customer Success eBook Training 48

ChurnZero

MAY 4, 2023

There’s a closely held growth secret among large B2B professional services firms, like consultants, accountants and law firms, that Customer Success Managers (CSMs) might appreciate: The more relationships a client has across a firm, the lower that client’s flight risk.

Tips 98

Tips Gamification Feedback Customer Success 98

CSM Magazine

FEBRUARY 27, 2024

In the changing world of business today, staying competitive requires a grasp of market trends, customer preferences and industry insights. To succeed in this landscape, companies must have a knowledge management system that allows them to gather, analyse and utilise information effectively.

Innovation 52

Innovation Social Media Trends Industry 52

AWS Machine Learning

DECEMBER 12, 2022

Amazon Comprehend provides customized features, custom entity recognition , custom classification , and pre-trained APIs such as key phrase extraction, sentiment analysis, entity recognition, and more so you can easily integrate NLP into your applications. Amazon Comprehend Custom Classifier. SageMaker JumpStart.

Training 74

Training Customers Resources Examples 74