September 9, 2024 Blog Financial Services and Insurance Key questions for banking CX heading into 2025
July 5, 2024 Blog Financial Services and Insurance Trustfall or trust fail? CX levers build loyalty for digital payments apps
June 24, 2024 Case Study Financial Services and Insurance Offshore delivery model earns 95%+ quality scores Knowledgebase upgrade, continual feedback and coaching elevate performance for a great customer journey at finance company
May 17, 2024 Case Study Financial Services and Insurance Insurance company optimizes back-office operations by 20% A Canadian insurer eliminated waste in its back-office operations, resulting in happy customers — and happy employees
November 17, 2023 Blog Financial Services and Insurance Improve financial services CX in 2024 by understanding customers better
May 26, 2023 Case Study Financial Services and Insurance Fortune 100 firm adopts culture of compliance with customer support ramp-up Training and coaching accelerate speed to proficiency while maintaining KPIs
April 17, 2023 Case Study Financial Services and Insurance People power AI for speedier insurance claims processing Insurtech company saves $1M in labor costs, eliminates backlog of claims and invoices
October 11, 2022 Customer Strategist Industry Insights Financial Services and Insurance 3 ways to improve financial services CX in 2023 Look inward to find strength in an uncertain future
September 29, 2022 Customer Strategist Financial Services and Insurance Brentwood Associates Leverages Loyalty for Smarter Investments Eric Reiter approaches investment in a nontraditional way—by seeking out companies with great reputations and steadfast customer loyalty.
September 29, 2022 Customer Strategist Financial Services and Insurance Branding Through the Eyes of the Customer Affinity Federal Credit Union Chief Brand Officer Jacqui Kearns answers to the real boss: the firm’s members.
September 29, 2022 Customer Strategist Financial Services and Insurance Banking’s Most Important Currency: Customer Trust Today’s banks must provide personalized cross-channel engagement to defend against new competitors and drive profit growth. There are five key pillars of trust that will improve customer engagement.
February 28, 2022 Customer Strategist Financial Services and Insurance Here’s where banks can deliver the most value, now and in the future Capturing customer intent is just the beginning.
