Moment of Truth Series
Episode 01

The Future of Customer Retention: AI, Ownership & Human Connection

Technology is changing how companies talk to customers. But are they becoming better at keeping them? Richard Shapiro has spent 35 years working on that question with Fortune 1000 companies. Join us on June 17th. Moderated by Melissa Krut, VP of Success at Sogolytics.

event Wednesday, June 17  ·  1:30 PM ET alarm 60 minutes star Free to attend

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Replay available to all who register.

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35 yrsAdvising enterprise organizations on customer retention
ADPBuilt the national account management program at one of America's fastest-growing companies
F1000Trusted by Fortune 1000 companies across financial services, healthcare, and retail
2 booksPublished author on customer retention and the customer experience

Your speakers

Two people who have lived the problem.

Richard Shapiro
Richard R. Shapiro Founder, The Center For Client Retention

Richard has spent 35 years building retention strategies for Fortune 1000 companies. Former ADP executive, author of two books on customer experience, and creator of the Customer Ownership philosophy.

35Years in retention
F1000Clients served
2Books on CX
LinkedIn
Melissa Krut
Melissa Krut VP of Success  ·  Moderator, Sogolytics

Melissa leads the success team at Sogolytics, helping organizations turn feedback programs into real outcomes. Her focus is on empowerment — giving people the clarity and confidence to act on what the data is telling them.

CX + EXCX and EX focus
SuccessDriving results
for clients
CultureTraining and
empowerment
LinkedIn

Most companies are adding more technology to their customer experience. Fewer are asking whether it is actually helping. Richard Shapiro has spent 35 years watching that gap widen, and he has a clear view on what separates organizations that grow customer loyalty from those that slowly lose it.

This session is hosted by Melissa Krut, VP of Success at Sogolytics. No slides, no agenda to push. Just an honest exchange about what is working, what is not, and what you can take back to your team.

  • Why keeping a customer is harder today, even with more data than ever before
  • What "customer ownership" means and why it matters more now, not less
  • How asking the right questions builds loyalty, not just reports
  • Where automation genuinely helps, and where it quietly does damage
  • Practical things any team can do to build stronger customer relationships starting now
01
Strategic clarity

Know where to invest in technology and where to pull back

Real patterns from enterprise organizations that have navigated this well. Enough to pressure-test your own decisions the following week.

02
Retention strategy

A retention framework you can bring back to your team

Richard's customer ownership approach, tested across hundreds of Fortune 1000 organizations. Clear enough to share in a leadership meeting the same week.

03
CX and loyalty

How to make your feedback program a loyalty driver, not just a reporting tool

The practical difference between measuring satisfaction and building it. Directly applicable to any team running customer surveys or listening programs.

If customer loyalty, retention, or experience sits anywhere in your remit, this session is worth your hour.

CX and customer experience leaders
Customer success, account management, and marketing teams
Consumer affairs and retention executives
Contact center and service operations leaders
Loyalty and retention strategists
Digital experience and product teams

Hear from Richard first

A short message before you decide.

Ready to join the conversation?

Wednesday, June 17 at 1:30 PM ET. A live discussion on what actually keeps customers, with 30 minutes of Q&A. Free to attend.

Join the Conversation
Free to attend
Limited seats available
Replay sent to all registrants

What Richard covers: Why the companies that keep customers long-term are the ones still having real conversations with them.

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