ChurnZero

DECEMBER 9, 2021

Bryan Neale from Blind Zebra Consulting joined us for a webinar to teach Customer Success leaders how to coach their teams to handle NPS conversations following a four-step call framework. I’m better with it coming from the CS person that deals with that group or their manager who knows a lot about them. Is it really?

Coaching 52

Coaching Surveys Feedback Consulting 52

Beyond Philosophy

AUGUST 9, 2017

Bekerman said his managers feel they have more time to coach employees; a task Bekerman described as “more meaningful” than counting paper. On the one hand, speeding up service and eliminating mundane tasks to free employees up to do other tasks, like coaching their direct reports, seems like it would be a boon to Customer Experience.

Banking 0

Banking Coaching Surveys Employee engagement 0

Integrity Solutions

AUGUST 21, 2019

Successful banks recognize that “the customer” isn’t just an external entity. Under-met client needs are one of the greatest fears and frustrations every senior bank and credit union leader has, especially now, with other banks’ products and services only a click or two away from the customer. Part 2 in a blog series.

Banking 43

Banking Personalization Management Employee engagement 43

Integrity Solutions

AUGUST 23, 2019

Top performing banks are the ones who always seem to go the extra mile to deliver memorable customer experiences. The banks’ customers are engaged, buy more, stay longer, and recommend the bank to their friends. And at these banks, it’s not just the “superstar” performers who behave this way. Part 3 in a blog series.

Employee engagement 43

Employee engagement Banking Management Customer Experience 43

COPC

APRIL 1, 2024

They extend to tools for answering customer queries, feedback and coaching systems, and virtual collaboration. Personalized Agent Training The adoption of digital gamification is a major component of this change. This method offers a more personalized and adaptable training experience.

Customer Experience 89

Customer Experience Gamification Benchmark Chatbots 89

Noble Systems

OCTOBER 22, 2018

In light of recent news from the royal commission exposing misconduct by Australian banking and financial institutions, businesses in the financial sector should consider taking a look at their internal sales practices and potentially recalibrating their corporate culture. X Bank made it easy for me to handle my issue/request.

Banking 48

Banking Gamification Customer centricity Surveys 48

CSM Magazine

OCTOBER 7, 2022

Cora AI Coach, powered by Zenarate, helps Genpact accelerate digital transformation. AI Coach enables Genpact to develop confident top-performing contact center agents through voice and chat simulations that provide highly realistic immersive learning experiences. About Zenarate .

Coaching 52

Coaching Telecommunications Healthcare Contact Center 52

Call Design

SEPTEMBER 2, 2021

We define our agents as “top producers” or “needs coaching”. In the end, you still feel like you’re picking person X over person Y because they have a better reason. Clearly this leaves one last thing to focus on “the right agent”. How we understand our agents often comes from our KPIs and their metrics. Dan Smitley.

Schedule adherence 148

Schedule adherence Coaching Finance Interactive Voice Response 148

Integrity Solutions

OCTOBER 23, 2023

“If you understand the customer and their C-suite inside out, you’re working from a bank of knowledge. From her perspective, as a female person of color, Chantel is acutely aware of some of the inherent advantages she didn’t have when she started out in sales. Chantel told us. We can really talk.”

Sales 114

Sales Coaching Education Feedback 114

Noble Systems

AUGUST 19, 2020

Three main factors are driving digital transformation in the financial services sector – smart devices that are enabling an interconnected world, millennials and other tech-savvy employees and consumers, and ever-changing demands for consistent and personalized experiences with brands. Banks and other lenders.

Gamification 98

Gamification Banking Enterprise Coaching 98

CSM Magazine

MARCH 3, 2022

As agents continue to play a critical role in the customer experience, customer service departments need highly trained, confident and personable agents who understand industry best practices. He’s held executive positions at MBNA, Bank of America, and SquareTwo Financial. Brian can be reached at briant@zenarate.com.

Customer Service 94

Customer Service Banking First call resolution Best practices 94

Integrity Solutions

JANUARY 15, 2020

But inevitably, they discover that “coaching” the pharma rep to make 40 calls a week instead of 25 doesn’t move the needle. Neither does giving the bank teller some tips on how to ask customers probing questions when they make their weekly deposits. Maybe, deep down, the person fears rejection.

Sales 85

Sales Coaching Banking Morale 85

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 Coaching Sales Employee engagement 72

Callminer

APRIL 21, 2020

Call center managers may be involved with hiring and training call center agents , monitoring call center metrics tied to agent performance , using speech analytics tools for ongoing quality monitoring , providing ongoing feedback and coaching, and more. Customer service is about finding a balance between efficiency and personalization…”.

Call Center 182

Call Center Management Scripts Coaching 182

Callminer

AUGUST 1, 2017

Make onboarding & ongoing coaching as stellar as possible. James Pollard is a marketing consultant who works specifically with financial advisors over at The Advisor Coach. If someone is making a mistake for two months waiting for his/her quarterly coaching session, thousands of dollars can be lost. James Pollard.

Contact Center 334

Contact Center Call Center Average Handle Time Real estate 334

JustCall

JANUARY 5, 2023

Businesses can use speech analytics for agent training and coaching, identifying any suspicious incidents in legal compliance domain, making your analysis richer, process enhancements, examining the competition and for sales training and development. Increase the productivity and efficiency of teams. Conclusion.

Analytics 52

Analytics Coaching Call Center APIs 52

Integrity Solutions

OCTOBER 27, 2021

In the banking sector this is especially apparent. New research found that just one in five banking customers feels valued by their bank , while good customer service (along with trust and reliability) was cited as having the biggest impact on their decision to stick with a provider. A focus on developing problem solvers.

Customer Service 67

Customer Service Coaching Banking First call resolution 67

HGS

SEPTEMBER 12, 2017

Companies using third-party outsourcing partners to manage their contact centers need to ensure that the outsourcing provider can show a clear communication plan that includes a combination of in person meetings and digital alerts. com allows users to check whether their personal information was exposed. Impact to consumers.

Customer Service 113

Customer Service outsourcing Contact Center Banking 113

Calabrio

NOVEMBER 25, 2020

In fact, the pace of change is only accelerating affecting nearly every facet of our lives, from how we bank, shop and socialize to how we respond to a pandemic. The consumer experience is becoming easier, faster and more personable. This helps agents provide faster, more personalized services that meet customer expectations.

Contact Center 122

Contact Center Self service Analytics Banking 122

CX Global Media

JULY 12, 2019

I see a company’s associates as their customers, and have a proven record of creating and motivating high performing teams to exceed both personal and organizational objectives. Joe heads Coca-Cola’s 300+ person Inside Sales and Service team and serves as Site Manager. Trainer and Coach in the Contact Center Business for over 25 years.

Contact Center 120

Contact Center Coaching Employee engagement Call Center 120

Fonolo

MAY 12, 2020

We had a local community credit union, and that’s where we went for banking. As my grandmother got older I would help her with her finances, helping her get to the bank and do the things she needed to do. When we were going through our digital banking conversion, some calls were over an hour and a half — but they needed to be!

Contact Center 81

Contact Center Management Banking Abandon rate 81

Integrity Solutions

JULY 26, 2018

by Mike Fisher Every week, a customer comes into the bank branch to make his business deposits. And then one day, after exchanging the usual pleasantries, the teller asks him if he’s familiar with the bank’s mobile deposit solution. He didn’t even know the bank offered remote deposits. The customer is floored.

Banking 55

Banking Coaching Sales Advertising 55

Beyond Philosophy

MARCH 28, 2019

However, most of them are coaching sites, so I can see why he says it.). I mean, yes, it could be an issue for one person on a random Tuesday, but let’s get the product out there for everyone else! While training is vital to what we do at Beyond Philosophy, it’s also not going to break the bank if we are wrong about it.

Management 359

Management Consulting Consulting Benchmark 359

Integrity Solutions

MAY 20, 2019

One of the biggest issues on the minds of L&D professionals working in and with financial institutions today: What separates the most effective tellers, CSRs, loan officers and other bank and credit union employees from all the rest? And more to the point, what’s holding back everyone else? Why Addressing Motivation Matters.

Sales 74

Sales Banking Engineering Personalization 74

SharpenCX

OCTOBER 3, 2019

The big banks will be left tightening up their credit belts, meaning customers will turn to their local credit unions for loans. Some trends, like video banking, will transform into a credit union mainstay as it lets members talk face-to-face to an agent, while credit unions can centralize their workforce.

Banking 64

Banking Contact center software Big data Technology 64

aircall

AUGUST 18, 2021

But you can listen to recordings at your own time and gain the context needed for effective coaching. Doing so helps you give actionable feedback and coaching based on real-life scenarios— not assumptions. Call recording software enables you to do the following: Give personal coaching tips based on failed and successful conversations.

Coaching 71

Coaching Government Abandon rate Call Center 71

CX Global Media

JUNE 27, 2017

Thieves from the mobile space, online space and even in-person fraudsters are making their way into the call center as they’re experiencing great success. Pindrop has been selected by the world’s largest banks, insurers, brokerages and retailers, detecting over 80% of fraud, even for attackers never seen before. Are you at risk?

Contact Center 159

Contact Center Call Center Interactive Voice Response Banking 159

SharpenCX

OCTOBER 3, 2019

The big banks will be left tightening up their credit belts, meaning customers will turn to their local credit unions for loans. Some trends, like video banking, will transform into a credit union mainstay as it lets members talk face-to-face to an agent, while credit unions can centralize their workforce.

Banking 52

Banking Contact center software Big data Technology 52

SharpenCX

FEBRUARY 4, 2020

Download Now: Master your manager skill set with 29 tactics and strategies to better coach agents. An accountant needs to know how to reconcile bank statements, while a software developer doesn’t. Soft skills are often seen as personality traits. Sure we can say, “It’s not personal, it’s just business.” Ok, let me backup.

Call Center 84

Call Center Management Coaching Contact Center 84

Quadient

JULY 26, 2022

CX strategy often focuses on frontline communications: training and coaching employees regularly on how to best speak and interact with customers. Speeds digital transformation by integrating with core systems to leverage existing templates and data to create personalized, relevant communications.

Best practices 52

Best practices Management Journey mapping Healthcare 52

CSM Magazine

JANUARY 5, 2022

In 2022, organizations will begin to shift to conduct performance management and coaching in the spaces in between asynchronous interactions to improve customer interactions. Supporting Agent Coaching and Empowerment. When is the right time to assess the quality of an interaction? Strategies for Next-Gen Talent Management.

Contact Center 52

Contact Center Coaching Quality management Employee engagement 52

TeleDirect

FEBRUARY 24, 2021

The same problem can happen in a financial office, such as a bank or wealth management firm. As your team works hard to prepare reports or serve in-person customers, there’s little time left to answer when the phone rings. When calls are answered, they can disrupt the flow of work and cause delays on projects.

Finance 118

Finance Healthcare Call Center outsourcing 118

SharpenCX

FEBRUARY 9, 2021

To help you achieve this, check out these detailed solutions to keep your call center teams efficient and customers loyal (without breaking the bank). Emphasize consistent coaching and training methods. Coach your agents consistently and efficiently so they keep growing and learning. Set goals and track your metrics.

Call Center 67

Call Center Coaching Scripts Metrics 67

SharpenCX

NOVEMBER 17, 2020

And, I smile at the fact that the package showed up on my stoop with no surprise bank transaction. Coach your agents frequently, and loop them in on their performance goals and metrics. Build brand trust with personalization and consistency. Coach agents to use a customer’s name during conversations.

Contact Center 67

Contact Center Customer Experience Banking Coaching 67

Customer Guru

APRIL 10, 2018

Continuing with our initiative of sharing experiences of top-notch CX experts, we have another gem of an interview with Mr. Gangadhar Krishna, an independent author, coach, trainer and consultant in customer service and excellence. Circumstances forced me into retail banking in Dubai. I returned to Dubai and joined an elevator company.

Consulting 110

Consulting Consulting Customer Service Customer centricity 110

Customer Service Life

JANUARY 7, 2021

The real question for leaders is whether or not the macros are provided in a centralized location or agents are required to “go rogue,” keeping their own personal document full of responses. They need to understand that their response to the customer should be perfectly personalized to connect with the customer and then address their issue.

Contact Center 92

Contact Center Average Handle Time Scripts Banking 92

Callminer

APRIL 23, 2019

Typically, it’s banks that are fined for non-compliance and fines range from $5,000 to $100,000 per month. However, according to PCIComplianceGuide.org , “ The banks will most likely pass this fine along until it eventually hits the merchant. ”. Any of these actions can be detrimental to businesses with non-compliance issues.

Best practices 159

Best practices Call Center Banking Contact Center 159