Welcome to the Customer Experience Exchange for Financial Services US Resource Library! On this page you'll find some of our top featured content, or click on the category links below to find more free resources and industry insights.
In this exclusive interview Dan discusses which aspects of a loyalty scheme attributes most to a great consumer experience, how the financial sector is dealing with an increasingly digital world and which are the most important elements when designing a great omnichannel strategy. Dan also shares the three most important aspects of a customer experience strategy that financial services need to focus on specifically and looking into the crystal ball to where Financial Services will be in 5 years time.
Kelly shares her thoughts on what the financial services sector need to do to help rebuild trust from their customers, how BMO Financial Group leverage their customer experience strategy to achieve a competitive advantage and what are the three most important aspects of a customer experience strategy that financial services need to focus on specifically.
Nancy sat down with the Customer Management team to discuss how combining the marketing, sales and training budgets under her remit has helped Monarch deliver a great experience, the secret to delivering an award winning customer experience and what types of initiatives Monarch integrate to ensure the customer is always at the heart of their employees
We caught up with Kristin Julbert who offered her insights on what makes a successful metric strategy. She tells us how her team use the data available to them to identify what actions are necessary to improve the customer experience, and then follows through to ensure these actions are happening. Listen to the interview to discover how data can be used to improve the quality of customer interactions.
Maura Hunter takes us through her key elements for success in a customer experience strategy, and how to integrate customer experience into the DNA of your organization. She tells us the importance of getting employees onboard with your customer experience strategy, and how to connect with the customer on their own terms.
Richard shares his views on what organizations should be focusing on to ensure that they become as customer centric as possible. With so many different touchpoints, Richard also shares how 53 are driving meaningful insights from its customers.
Most companies struggle to achieve their customer experience goals due to other projects that may potentially be perceived as ‘higher priority’. It’s imperative to empower employees across all departments, whether customer-facing or not, to deliver products and services designed for the customer of today and the customer of tomorrow. Henry Edinger, Chief Customer Officer, Travelers, opened the Exchange to give his account of the importance of prioritizing CX from the top down. Hendry defined what he felt were the three key elements of a successful strategy, and combined some practical examples as to how Travelers maintains it’s customers at the heart of it’s brand.
Farmers Insurance is renowned for it’s excellent customer experience, and Dexter shares some of the approaches the organization takes to engage their employees and ensure the customer is at the heart of every decision made. Dexter also shares the 3 biggest CX challenges he feels needs to be addressed in 2017.
Karen shares with the Exchange how Design thinking has helped MasterCard deliver a unique experience in a B2B2C environment, together with how it’s influenced innovation in the payment industry. Karen also shares what key disrupters she feels will change the shape of Financial Services in 2017 and beyond.