Experience Investigators by 360Connext

JULY 23, 2015

Commercials claim generation after generation has banked at Bank of America , so why wouldn’t we? Thanks to the #occupy movement, many big bank customers are still defecting to smaller banks and credit unions. Once the king of streaming video, Netflix is now struggling to remain a major player in that market.

Banking 295

Banking Social Media Innovation Consulting 295

InMoment XI

DECEMBER 5, 2024

This is true for financial institutions in general, with almost 90% of consumers using online reviews to make banking decisions. Competitive Advantage The reality is that you are competing not just with other unions but also with larger banks. You can even identify and use viral trends to better connect with such members.

Management 195

Management 2024 Financial Social Media 195

eglobalis

DECEMBER 17, 2024

AI-Infused Workflows: Building Connected Journeys The true potential of AI lies not in isolated tools but in end-to-end workflows that transform every customer touchpoint. By connecting customer service, performance management, and workforce optimization, AI-infused workflows deliver seamless experiences.

2025 276

2025 Net Promoter Score B2B Multi-Channel 276

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. Breaking the mould of traditional banking, Metro Bank embarked on a mission to revolutionise the banking experience in the UK. From the outset, Metro Bank sought to rewrite the rules of banking.

Customer Centricity 195

Customer Centricity Net Promoter Score Banking 2010 195

Customer Bliss

JANUARY 17, 2019

As the banking industry continues to focus more on customer experience and innovation, I think this is a good conversation to have at the beginning of 2019. Connect Employees to the Customer. How do you connect employees to each other? How do you connect employees to the customer? CX #CustomerExperience Click To Tweet.

Connections 190

Connections Chief Customer Officer 2006 Banking 190

Talkdesk

DECEMBER 23, 2020

Distribution through financial centers: Banks, credit unions and community lenders will receive the applications, review, process and distribute the new tranche of $267.5 Banks and lenders will need to make the PPP process as clear and straightforward as possible to their agents and clients.

Banking 126

Banking Contact Center Insurance 2020 126

Experience Investigators by 360Connext

SEPTEMBER 15, 2014

We started to bank via drive through in 1946! Banking is touting mobile photo check deposits and other conveniences. An app allowing customers to sign loan documents via a phone or tablet’s touch screen eliminated the need for the banking customer to go into a branch to close a loan.

Banking 282

Banking Loyalty Retail Social Media 282

Ecrion

JANUARY 14, 2021

AI in Banking Customer Care | 2. Chatbots for Banking Customer Service | 5. This is especially true regarding the banking sector, as it comes with plenty of utility that can help optimize certain processes. So, how is artificial intelligence used in banking? AI in Banking Customer Care.

Banking 96

Banking Financial Customer Care Communication 96

CloudCherry

MARCH 19, 2019

“Firms will continue to regard CX as a collection of continuous improvement projects until they see an irrefutable, directly attributable connection to returns.” – Forrester, Hardwire Customer Experience 2018. Connecting these numbers to CX improvements is the tough part. Increase Revenue.

Financial 218

Financial Metrics Customer Journey Mapping NPS 218

Customer Bliss

MAY 30, 2017

Claudiu Coltea is the Executive Vice President and Head of Customer Experience for Citizens Financial Group, covering the consumer and commercial bank. The best outcome here is for CX work to be linked back to the employee level (while understood at the executive level), so that the entire ecosystem is connected up. About Claudiu.

Financial 121

Financial Banking Healthcare Leadership 121

Integrity Solutions

SEPTEMBER 18, 2024

Banking sales strategies are being redefined: Here’s how to pivot your customer relationships. The predicted ups and downs in the yield curve can affect your bank’s overall profitability. Despite higher interest rates on loans, many banks’ margins are compressed due to the corresponding increase in funding costs.

Banking 82

Banking Sales Consulting Financial 82

Experience Investigators by 360Connext

APRIL 15, 2015

Much of outr time gets eaten up by things like recruiting, helping customers, paying bills, invoicing, banking, scheduling and ordering lunch. You’re personally connected with EVERY customer when you start, and that connection is why most of them stay with you. Then the business begins to grow.

Social Media 277

Social Media Consulting Banking Blog 277

2020 Research

APRIL 26, 2023

What happens when governments raise their central bank interest rates? One ripple effect may be the increased cost of lending for banks. We may also observe a reduction in bond prices, which could deplete the market value of bank capital reserves. To balance the effects of these events, U.S.

Banking 97

Banking Marketing 2023 Consulting 97

Lumoa

SEPTEMBER 30, 2022

By now, the importance of delivering a superb customer experience in banking is crystal clear. Keeping up with the latest trends can help you understand the impact that these tendencies have on your banking customer experience. Let’s take a look at the trends that will shape the customer journey in banking in 2023 and beyond.

Banking 88

Banking 2023 Customer Experience Financial 88

Customer Bliss

JANUARY 17, 2020

For example, Commerce Bank—now TD Bank —asked their employees: “What’s getting in your way? It’s about leaders fearlessly connecting the dots for the organization and asking themselves, “Did we earn the right to grow? You have an opportunity to make it easier on employees to deliver value to customers.

Chief Customer Officer 327

Chief Customer Officer Banking ROI Blog 327

Experience Investigators by 360Connext

MARCH 9, 2015

If you are trying to become a customer-centric leader at a bank, that can be very different than an independent bookstore. There are plenty of groups on LinkedIn focused on customer experience, and some of them are great and some of them are not-so-great. The ones I find most interesting are the industry-specific ones. Stay current.

Customer Experience 287

Customer Experience Chief Customer Officer Customer Experience Professionals Leadership 287

Forrester's Customer Insights

SEPTEMBER 30, 2024

In the rapidly evolving financial landscape, banks are facing challenges that require them to adapt and innovate. Trust is the foundation upon which successful banking relationships are built, and it will continue to be a crucial factor in shaping the future of the industry. […]

Banking 54

Banking 2030 Connections Insights 54

Experience Investigators by 360Connext

OCTOBER 20, 2014

Venture capitalists want banking statements, not emotional ones. Jeannie Walters Jeannie Walters is the Chief Customer Experience Investigator™ and founder of 360Connext, a global consulting firm specializing in the cornerstones of customer experience: customer engagement, employee engagement and connections like social media.

Customer Focused 289

Customer Focused Culture Social Media Communication 289

Experience Investigators by 360Connext

MARCH 26, 2024

Prepare to have your perspective radically shifted as we examine a bank’s strategy to merge in-person banking with digital tool education. Will this approach truly empower customers or is it merely a stepping stone to a fully digital future?

2024 178

2024 Banking Advertising ROI 178

Integrity Solutions

JULY 25, 2023

The banking industry is undergoing a significant transformation, driven by technological advancements, changing customer expectations and evolving regulatory landscapes. Incidents involving banks like SVB and First Republic Bank, coupled with the emergence of new banks, have placed many regional and community banks in a precarious position.

Banking 72

Banking Customer Expectations Financial Culture 72

Hero Digital

FEBRUARY 4, 2021

Financial institutions need to be prepared to connect with these younger customers, taking into account how each generation’s bank relationships differ. While Boomers have historically been very loyal to their banks, Gen X customers tend to be a bit more skeptical of their financial institutions. Download the full report.

Banking 98

Banking Financial Download Connections 98

Experience Investigators by 360Connext

SEPTEMBER 27, 2017

Understanding how a customer feels means really listening to them, observing their behavior and connecting emotionally. So it’s become almost cliche to hear how a bank wants to be the “Uber” of banking or a dentist wants to offer service “like Amazon.”

Net Promoter Score 244

Net Promoter Score 2017 Banking Metrics 244

InMoment XI

OCTOBER 17, 2024

Customer Feedback Questionnaire for Banks and Financial Services How would you rate your satisfaction with the process of applying for our banking services? Metro Bank Metro Bank was able to stand out from its competition by making the most of its customer feedback questionnaires. After teaming up with InMoment, St.

Feedback 195

Feedback Insights Customers Banking 195

Experience Investigators by 360Connext

MARCH 16, 2015

While delighted to help create a better living experience through improving the customer experience with 360Connext, Jon also enjoys cooking, decorating, squishing his toes in the mud, and connecting with his creative side in any way he can. Your Name *. Phone Company Name. More Posts - Website Follow Me: The post March Madness!

Events 223

Events Customer Experience Webinar Telecommunications 223

Experience Investigators by 360Connext

MAY 20, 2015

Keep banking on metrics like the lukewarm customer satisfaction rating your customers provide when they are literally walking out the door. What can we do to help our employees understand their connection to the customer? These customers will feel anger whenever they see your brand represented and show that anger to the world.

Customer Journey Mapping 306

Customer Journey Mapping Customer Experience Workshop Customer Journey 306

SurveySensum

DECEMBER 4, 2024

Custom er loyalty and satisfaction are crucial when it comes to banks. More than often, customers are attracted to banks that value them and offer good service. But when every bank strives to achieve the same, how can you get a competitive edge? What is NPS in Banking and Other Financial Institutions?

Banking 52

Banking NPS Financial Net Promoter Score 52

InMoment XI

AUGUST 31, 2023

Integrated CX connects critical aspects of a successful customer experience, including: Integrated Signals: Weaving together customer voices and potential customers’ perspectives throughout the entire customer journey, including surveys, chats, reviews, calls, and more. Hear what our delegates had to say about last years’ event!

2023 195

2023 Workshop 2024 Events 195

Beyond Philosophy

SEPTEMBER 2, 2019

Defining loyalty in terms of emotional connection is an essential place to start. For example, there was a blood bank in the US that wanted to increase donation rates. When the blood bank starts paying them for it in cash, they turned it into a transaction where now it’s more utilitarian. Habit works the same way.

Loyalty 141

Loyalty Banking Loyalty Programs Net Promoter Score 141

Integrity Solutions

NOVEMBER 22, 2022

With employee turnover one of the most serious internal threats credit unions and banks face today, many forward-thinking financial institutions are taking a hard look at their organizations culture and opportunities to change. It helps people connect their own day-to-day work to the broader mission and purpose of the organization.

Banking 80

Banking Culture Engagement Leadership 80

CloudCherry

DECEMBER 1, 2018

Take this anonymous member review from just a couple months ago as a prime example: “Clearview Federal Credit Union helped me transition from small-town banking into the faster-paced lifestyle that was the city of Pittsburgh. Anything they can do to deliver a more personal experience will build a stronger connection between member and branch.

NPS 225

NPS Net Promoter Score Banking Touchpoint 225

Customer Bliss

APRIL 11, 2018

CEO Thom Crosby connects this success to the company’s teams, and how they are hired and developed. First Direct Bank took the action to have a human available for customer service every day, 24/7. Ninety-two percent of First Direct customers say that they would recommend the bank to someone else. Acts of Trust Are Necessary.

Hotels 209

Hotels Books Insurance Banking 209

Experience Investigators by 360Connext

NOVEMBER 5, 2024

Through examples across industries, they highlight proactive messaging strategies that build trust, even amid challenges like credit card fraud, and explore how acknowledging customers’ past interactions can lead to a more connected and resilient experience.

2024 143

2024 Banking Books Customer Centricity 143

ShepHyken

OCTOBER 22, 2021

Grey Idol is the marketing director at altLine by the Southern Bank, a trusted provider of invoice factoring and accounts receivable financing. Create an Emotional Connection with Your Customer. He shares six ways companies and their brands can deliver an exceptional customer experience.

Customer Experience 154

Customer Experience Management Return on Investment Banking 154

Beyond Philosophy

FEBRUARY 15, 2018

The San Francisco-based bank, whose employees opened many fraudulent and unauthorized accounts in their customers’ name, now enjoys the dubious honor of shouldering the most substantial penalty the agency has issued since its formation in 2011. So, after destroying the trust their customers felt toward their bank, what should they do now?

2011 141

2011 Banking 2016 Financial 141

GetFeedback

APRIL 17, 2019

Also, if they aren’t integrated with a ticketing system already, you may need to connect them with one, since it’s easier for agents to handle multiple channels within one system. You should verify that your channel-supporting tools work properly by providing skilled software support to them. Reason #2: The fear of long case resolution times.

Customer Service 255

Customer Service Multi-Channel Social Media Customers 255

InMoment XI

DECEMBER 1, 2022

This allows businesses to prioritize their focus on high-emotion, high-impact areas and connect with their most valued customers. InMoment is currently improving experiences with: 90% of the world’s leading automotive brands 8/10 of leading banks 4/5 of the top insurers. And one more thing. 100% of our clients would recommend us.

Automotive 370

Automotive Return on Investment ROI Reference 370

Customer Bliss

MARCH 30, 2017

10 people can work on the wall at the same time, and you can connect to remote users as well. ” Here’s maybe the easiest contrast: in product-based thinking, a customer would go to a bank and say, “I need a mortgage.” The bank would respond “OK, here are the steps and the timeline.”

Customer Experience 195

Customer Experience Banking Net Promoter Score Call Center 195