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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.

Financial 195
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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 195
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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.

Consumers 369
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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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How To Speak The Language Of Financial Success In Product Management

Speaker: Jamie Bernard

Success in product management goes beyond delivering great features - it’s about achieving measurable financial outcomes that resonate across the organization. In this webinar, we'll highlight the critical importance of business and financial acumen in product management.

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Why are We Still Talking About CX in Financial Services?

Lumoa

The past few years have witnessed a substantial increase in attention and investment in customer experience (CX) across various industries, including the financial services sector. But some important questions arise: How relevant is CX to modern financial services? The post Why are We Still Talking About CX in Financial Services?

Financial 195
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Guest blog: 5 Customer Experience Trends for Financial Institutions in 2023

Comm100

To drive business, attract new clients, and retain existing ones, financial institutions must invest in improving their customer experience. This is why it’s so important for financial institutions to know the trends and expectations their existing and potential customers have regarding the customer experience.

Financial 211
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Pricing for Profit: How to Set, Negotiate, and Succeed

Speaker: Igli Laci, Strategic Finance Leader

Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage and financial stability!

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

After analyzing VOC data from verticals including Financial Services, Healthcare, B2B Services and Technology, we found some interesting answers. They wonder: Does Net Promoter Score® (NPS) still have the same predictive power. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?

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Should Loyalty Metrics Be Reassessed Post-Pandemic?

To answer these questions, we analyzed VOC data from programs across a variety of verticals – including Financial Services, Healthcare, B2B Services, Technology, and more. Do loyalty metrics need to be reassessed? Have the drivers of customer experience changed?

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How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

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

Speaker: John Joba and David Robbins

In this webinar, we will equip you with three models that can be implemented at any stage of CX maturity to link program spend directly to your organizations key financial outcomes: Leverage external information and analyze “back of the envelope” calculations when financial data such as customer spend is in short supply.

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How to Close the Customer Feedback Loop and Open the Doors to CX Success!

Unfortunately, companies don’t always see a positive financial impact from these actions. Download this e-book and learn to overcome the 4 most common mistakes so you can achieve a better financial outcome from all your closed-loop efforts.

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How New Customer Experience Technology Can Generate Massive ROI

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

Creating a digital first experience, complemented by in-person engagements where needed, is the name of the game for financial institutions in 2022. In this webinar, you’ll hear from three financial institution leaders about how they’ve pivoted to provide an omnichannel experience to their customers and members, and their lessons learned.