5 Essential CX Practices Every Financial Institution Should Implement

Banks and credit unions are investing heavily in customer experience management software. However, many financial institutions are not seeing the returns they expect from these investments.

We will discuss five best practices for eliminating blind spots and unpleasant surprises from your CX programs. These best practices are lessons we have learned from helping financial institutions transform their customer experience initiatives so they can see measurable returns from their investments.

Reserve your seat & join the conversation with Jim Marous, Co-Publisher of The Financial Brand and Haris Azmi, CRO of Sogolytics, to learn how to optimize your customer experience management to ensure short-term and long-term success.

Key Takeaways:

How to set markers for your CX programs to measure progress and success
How to ensure the comprehensiveness of your customer experience program and why it matters
How to avoid the blind spots in your CX data
Why it’s important to look for and understand your outliers
How to maximize your CX program ROI and secure buy-in from your leadership

SURVEY

5 ESSENTIAL CX PRACTICES

HOW ENGAGED ARE YOUR EMPLOYEES? THERE'S ONLY ONE WAY TO KNOW

FINDING THE MOMENTS THAT MATTER

WHY ARE YOUR MEMBERS LEAVING YOU FOR THE COMPETITION?

SURVEY

5 ESSENTIAL CX PRACTICES

HOW ENGAGED ARE YOUR EMPLOYEES? THERE'S ONLY ONE WAY TO KNOW

FINDING THE MOMENTS THAT MATTER

WHY ARE YOUR MEMBERS LEAVING YOU FOR THE COMPETITION?

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