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

Comm100

Some common examples of self-service that will shape CX in the financial industry include: Onboarding process : Digitization of this exercise can help you convert new customers by allowing them to sign up, go through the KYC process, and start using your product and service without visiting your office or talking to a representative.

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Best Practices for Customer-Centric Decision Making

PeopleMetrics

Then take time to walk through the following exercise: Give one example of how that specific initiative aligned with your new guiding principles. Customer-centric decision making should extend to all practices at your bank with those related to talent acquisition, motivation and retention being the most essential.

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Different Customer Types: Issues & Solutions

ProProfs Blog

This kind of approach can allow businesses to resolve customer complaints accordingly, go that extra mile when needed, and customize future communication. Especially in online businesses, exercising extra caution while communicating with the customers, is always a good idea. Recommendations usually work great.

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How to Make the Most out of a Customer Satisfaction Survey

aircall

Learning how to solicit and utilize customer feedback is a crucial part of any customer retention strategy. Nevertheless, putting together an effective and useful customer satisfaction survey isn’t as straightforward as you might think. Why an effective customer satisfaction survey matters. Increase retention.

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How to Design and Track a Customer Account Journey for B2B?

SmartKarrot

This means you must perform customer advocacy to ensure that the existing customers become your brand ambassador and promote your brand. Now that you have taken a closer look at the B2B customer account journey in a multi-stakeholder organization, let us focus on the closing section of this write-up.

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