Alida

MAY 21, 2020

Amidst the global COVID-19 crisis, financial organizations big and small are struggling to keep up with changing circumstances and are preparing for what comes next.

Financial 246

Financial Survey Customer Change Communication 246

Lumoa

MARCH 3, 2023

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 208

Financial Metrics Loyalty Customer Service Representative 208

Comm100

DECEMBER 2, 2021

In 2021, evolving customer experience trends shook up the financial services industry. As we look ahead, 2022 promises, even more changes for the financial services industry. To help cut through the noise, we’ve looked at emerging data and expert opinions to predict the CX trends that we expect to see in 2022 for financial services.

Financial 227

Financial Trends Customer Experience Chatbots 227

CSM Magazine

DECEMBER 4, 2023

As businesses increasingly prioritize the incorporation of environmental, social, and governance (ESG) initiatives into their daily operations, many executives are rightfully pondering not only the moral implications of responsible ESG practices but – perhaps more importantly – how to quantify their impact on corporate financial performance (CFP).

Financial 105

Financial Analysis Government Healthcare 105

BirdEye

SEPTEMBER 8, 2023

Financial services companies, like investment firms, banks, and insurance agencies, operate in a landscape where trust and credibility are paramount. Here are five tips to help you master online reputation management in the financial services sector. Reputation management: Why is it important for financial services?

Financial 105

Financial Tips Management Social Media 105

Optimove

AUGUST 8, 2023

Understanding client perceptions and preferences is paramount to building lasting loyalty in a dynamic financial services landscape. This insightful survey and report provide invaluable insights for crafting client-centric strategies that drive lasting loyalty and growth. 

Financial 52

Financial Report Survey Industry 52

CloudCherry

SEPTEMBER 19, 2018

Let’s take a look at why measuring your CEM program’s financial returns is important, and how to actually measure your ROI to give your organization a clear picture of what CEM can do for the business. Here’s Why Measuring the Financial Returns of CEM Is a Necessity. That being said, proving CX’s financial gains can be difficult to do.

ROI 256

ROI Financial CEM Metrics 256

Optimove

DECEMBER 21, 2023

This post highlights Optimove 2023 surveys of more than 2,000 consumers. Source: 2023 Marketing Fatigue Survey ) Overall, 80% of online shoppers unsubscribe : 80% of consumers unsubscribed from retail brands in the preceding three months. Key takeaways: Consumers are subjected to marketing fatigue across industries.

Consumers 111

Consumers Survey Brands Marketing 111

AWS Machine Learning

JANUARY 12, 2024

For example, in the financial services industry, applications include extracting insights from earnings reports, searching for information from financial statements, and analyzing sentiment about stocks and markets found in financial news. The following figure illustrates the retrieval and reranking workflow.

Financial 110

Financial e-support System Meeting 110

CloudCherry

SEPTEMBER 19, 2018

Let’s take a look at why measuring your CEM program’s financial returns is important, and how to actually measure your ROI to give your organization a clear picture of what CEM can do for the business. Here’s Why Measuring the Financial Returns of CEM Is a Necessity. That being said, proving CX’s financial gains can be difficult to do.

ROI 225

ROI Financial CEM Metrics 225

InMoment XI

MARCH 20, 2024

In the midst of a financial industry crisis, Metro Bank emerged in 2010 with a bold vision—to create fans, not just customers. The collaborative effort aimed to redefine their insight strategy by incorporating competitive benchmarking, relationship surveys, and touchpoint surveys to understand customer “moments of truth.”

Customer Centricity 260

Customer Centricity Net Promoter Score Banking Effort Score 260

Circular Edge

JUNE 27, 2023

Streamline Your Financial Operations with Oracle's FCCS: Empowering Efficient Consolidation and Close Processes What is FCCS Ideal for? Ideal for organizations that need to consolidate financial data from multiple entities or business units into a single set of financial statements.

Financial 52

Financial Government Return on Investment Competitive Advantage 52

AWS Machine Learning

NOVEMBER 15, 2023

An established financial services firm with over 140 years in business, Principal is a global investment management leader and serves more than 62 million customers around the world. About Principal Financial Group Principal Financial Group and affiliates, Des Moines IA is a financial company with 19,000 employees.

Financial 108

Financial Omni-Channel Groups Analytics 108

Retently

MARCH 20, 2024

What can the CATI survey do for your research? In data collection, Computer Assisted Telephone Interviewing (CATI) is a time-tested method, blending the dependability of phone surveys with smart software to boost reach and efficiency. These responses are ideal for comparative analysis in follow-up surveys.

Survey 78

Survey Data Analysis Software 78

ECXO

OCTOBER 5, 2023

Customer Surveys are Dead! The European Customer Experience Organization the ECXO.org is delighted to introduce our upcoming event: – ”Customer Surveys are Dead!” Learn how to harness its power, from manual testing to seamless automation, replacing outdated surveys. Learn how AI will replace them.

Survey 126

Survey Net Promoter Score NPS Exercises 126

Magellan Solutions

JANUARY 29, 2024

Based on Deloitte’s Global Outsourcing Survey , 65% say that outsourcing helps them focus on their main business activities without distractions. Data security and privacy Protecting sensitive financial data is crucial. Ensure your outsourcing partner has robust security measures and complies with data protection regulations.

Financial 52

Financial Return on Investment Fashion Metrics 52

Optimove

AUGUST 8, 2023

Optimove ensures marketing starts with the customer and not campaign/product. Customer-led marketing delivers brands an average increase of 33% in CLTV.

Financial 76

Financial Report Survey Brands 76

Forrester's Customer Insights

OCTOBER 16, 2023

According to Forrester’s Marketing Survey, 2023, financial services marketers in Asia Pacific (APAC) find improving marketing’s ROI or effectiveness more difficult than their peers in other regions and industries.

Financial 58

Financial Marketing B2C Technology 58

Retently

MARCH 26, 2024

Whether you need more affordable pricing, specialized features, or differing levels of complexity, our guide dives into the top survey solutions vying for your attention. Choosing a survey tool is about more than just the immediate benefits. In search of Qualtrics alternatives? Why Look Beyond Qualtrics?

Survey 78

Survey Multi-Channel Effort Score Analysis 78

InMoment XI

MARCH 11, 2024

When the interaction is over and the credit union deploys a customer satisfaction survey , the customer will answer that they were satisfied with their experience. As an example, let’s imagine the same financial services firm from earlier experiences a prolonged period of poor customer service due to understaffing or inadequate training.

Feedback 260

Feedback Net Promoter Score Customer Experience Social Media 260

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. . Here are the major trends that emerged from our global research survey. .

Insurance 135

Insurance Financial Trends Contact Center 135

InMoment XI

AUGUST 18, 2022

If you are looking to unlock a true return on investment in your experience program, you need to go beyond sending and collecting surveys. Evaluate and demonstrate results of experience initiatives including organizational change, improved metrics, and financial impact while determining appropriate next steps.

ROI 557

ROI Customer Experience Effort Score Financial 557

GetFeedback

JANUARY 28, 2019

The results from Net Promoter Score (NPS) surveys are the most underutilized tool in business. Okay, it’s a bold statement, but the potential locked up inside your NPS survey results is huge. Here are 5 ways to turn your NPS survey results into actionable insight. Combine NPS survey results with your CRM.

NPS 246

NPS Survey Net Promoter Score CRM 246

InMoment XI

DECEMBER 13, 2022

We strongly believe this should be a top priority for any team trying to improve customer or employee experiences to show that they are positively contributing to the financial outcomes of their business. Here are the questions to ask in your post-interaction survey: Question #1: Was Your Issue Resolved?

ROI 493

ROI Call Center Return on Investment Measurement 493

InMoment XI

JULY 14, 2022

By linking current store survey data to financial data, InMoment helped the brand pinpoint areas in specific locations that could increase customer spending. The data showed that 64% of customers left a positive in-store survey response, which correlated to an average of 11% higher spending. The Impact. What’s Next.

Feedback 529

Feedback Effort Score Retail Metrics 529

Talkdesk

DECEMBER 17, 2020

Financial services and insurance institutions are left to balance delivery against customer expectations with the challenge of multiple legacy applications and new digital touchpoints. The first report launched is The CX Revolution in Financial Services and Insurance. Customers are demanding both high tech and high touch.

Insurance 106

Insurance Financial Contact Center Touchpoint 106

ijgolding

FEBRUARY 26, 2019

But there’s a big problem with the way customer feedback and satisfaction surveys have traditionally been done which means they don’t deliver this enormous benefit. Do you like long surveys? Do you like surveys which get longer as you fill them in, always asking for more reasons why you gave a good score or a bad score?

Feedback 214

Feedback Financial Company Customer Journeys 214

SurveyGizmo

MAY 19, 2022

The biggest challenge is that researchers might not be aware that they’ve created a biased survey until after they collect the results. Survey builders need to be vigilant about their own biases as well as the biases of the people they’re surveying. Types of Survey Bias. The hardest one to spot is Hidden bias.

Survey 98

Survey Self Service Culture Groups 98

Vonage

DECEMBER 13, 2018

Disappointing results on a customer service survey can be more than demoralizing. They can bode ill for future financial results and even directly threaten your livelihood. The problem is unlikely to be the survey design (though that’s possible). More likely, the problem is that you really need to improve!

Survey 215

Survey Customer Service Guidelines Comparison 215

SurveySensum

MARCH 12, 2024

What makes a survey truly an experience? When there are no unnecessary questions and taking the survey feels quick and conversational. And what helps in creating such highly engaging and SMART surveys? Enter Survey Logic. After that, all you need is an effective survey builder to get the job done!

Survey 52

Survey Data Effort Score Analysis 52

eGain Blogs

JUNE 26, 2023

Consumers are experiencing financial stress–70% feel it with less than half of them having any kind of emergency funds, according to a CNBC survey published in April 2023. Enter the eGain AI Coach, Financial Services Edition! That is exactly what the eGain AI Coach does—and it does it at scale for financial institutions.

Financial 52

Financial Banking Consumers Survey 52

Forcivity Salesforce

APRIL 1, 2022

Customer experience management in financial services is becoming more and more critical to success for the industry. Changing customer expectations and evolving government regulations have triggered a period of transformation for financial service providers. The importance of CX in Financial Services.

Financial 52

Financial Self Service Customer Experience Multi-Channel 52

InMoment XI

JANUARY 3, 2024

If you received an invitation to take a survey, you would probably be more likely to actually participate if the topic of the survey interested you. Like all other methods of sampling, voluntary surveys have their pros and cons. That’s the heart of voluntary response sampling. Why Is Voluntary Response Sampling Biased?

Survey 324

Survey Social Media Retail Customer Satisfaction 324

InMoment XI

NOVEMBER 28, 2022

If it is measured based on survey responses, it is not representative of the total customer base, but only those customers who completed the follow-up survey, a small percentage of the customers who contacted customer support. Fewer issues, fewer calls, happier customers, better financial outcomes.

Customer Experience 493

Customer Experience Call Center First Call Resolution Chatbots 493

InMoment XI

MAY 4, 2022

In fact, according to a survey conducted by Korn Ferry , 33% of employees plan to look for a new job due to being bored and needing a new challenge. Think about voice of the customer (VoC) for a moment, and how often feedback comes from a post-interaction customer satisfaction survey, whether it’s an automated phone call or email.

Loyalty 580

Loyalty Call Center Leadership Call Center Solutions 580

SurveySensum

SEPTEMBER 27, 2023

With Customer Support Survey Questions. But before jumping onto the survey, let’s first understand what is it and how it can help your business. What Is a Customer Service Survey? How can Customer Service Survey Help Businesses? How can Customer Service Survey Help Businesses?

Industry 52

Industry Survey Insurance Competitive Advantage 52