Callminer

JUNE 27, 2021

Read more about the successes of African Bank, British Gas and Hoist Finance UK. During the CallMiner LISTEN UK 2021 Virtual Series, we had the honor of announcing the LISTEN UK 2021 Award winners.

Finance 324

Finance 324

Callminer

FEBRUARY 7, 2018

Read the Santander Case Study, see how they leverage the CallMiner Eureka platform to stay compliant while maximizing revenue.

Finance 207

Finance 207

Futurelab

APRIL 3, 2025

And then defend it in front of your boss who thinks that the benchmark for the consumer is their pal in finances.) You have to decline the first thoughts that feel good but are in fact those surface level Red hammer ideas that need to be discarded to give way to better ideas.

Finance 130

Finance AI 130

Customer Think

AUGUST 15, 2023

Finance is a sector of the economy that’s poised to benefit greatly from the adoption of AI, especially when it comes to Financial Technology or FinTech.

Artificial Intelligence 98

Artificial Intelligence Finance AI Technology 98

Uniphore

JANUARY 31, 2022

To view it please enter your password below: Password: The post Protected: Finance CX: 5 Predictions for 2022 appeared first on Uniphore. This content is password protected.

Finance 20

Finance CX 20

Logicalware

AUGUST 12, 2021

GC Business Finance is an alternative finance provider that specialises in start-up loans for entrepreneurs. GC Business Finance processes around 700 debit card payments every month. “We GC Business Finance use Puzzel’s omnichannel contact centre solution to manage their customer interactions. The compliance challenge.

Finance 97

Finance Compliance E-commerce Government 97

eglobalis

MARCH 13, 2025

Establish a CX Steering Committee Form a leadership council composed of key executives from sales, marketing, product, operations, and finance. Present case studies and industry benchmarks that show measurable gains from CX investments. This committee will oversee CX initiatives, resolve roadblocks, and ensure company-wide alignment.

CX 232

CX CX Transformation B2B B2C 232

Futurelab

MARCH 17, 2022

Capturing the Mass Affluent opportunity Futurelab wants to equip a select number of financial institutions with the methodologies, tools and templates to capture this untapped opportunity and: Find and understand Mass Affluent consumers using customer insight discovery and big data techniques Roll-out goal-based risk profiling, while remaining fully (..)

Finance 130

Finance Construction 130

Intercom, Inc.

JANUARY 21, 2020

I examined the first screen that loaded in 25 popular iOS apps across a variety of use cases (such as social media, retail, services, personal finance, and more). Personal finance: (PayPal, Revolut) 41.0%. Here’s what this process looked like for the Apple Music app: About 36% of the first screen of Apple Music’s iOS app contains text.

Social Media 291

Social Media Finance Retail Transportation 291

ECXO

OCTOBER 14, 2024

This approach goes beyond providing excellent customer service; it’s about ensuring every facet of your business is designed to deliver value to your customers, from your operations to IT systems, from your finance processes to the CEO.

CX 156

CX Customer-Centric Organization Touchpoint Social Media 156

Beyond Philosophy

NOVEMBER 30, 2023

Recognize How Finance Affects the Customer Experience This connection becomes evident once you remember who controls the budgets. Finance determines how and when to spend money. Moreover, Finance often does the Cost-Benefit analysis. ” Your business is not a finance organization or an IT organization. Click here.

Legal 78

Legal Finance Net Promoter Score NPS 78

PeopleMetrics

FEBRUARY 13, 2025

Legal and Procurement: The Gatekeepers Youll Need Depending on your industry, Legal may need to approve survey questionsespecially in highly regulated sectors like pharma, finance, and healthcare.

VOC 109

VOC Legal AI Sentiment Analysis 109

Callminer

FEBRUARY 4, 2021

Doing so ensures clients can still avail of the company’s services without fully draining their finances. In a world of finance, many customers will be needing help in a difficult time. When you’re dealing with finances, the worst thing you can do is railroad someone and not actually listen to their concerns and insecurities.

Contact Center 345

Contact Center Artificial Intelligence Finance Engineering 345

Customer Think

JUNE 14, 2024

This phenomenon, known as embedded finance, is not merely a buzzword but a profound shift that holds the potential to revolutionize how businesses operate and interact with financial services. As C-Suites and decision-makers, understanding this […]

Finance 64

Finance Innovation Business Operations 64

Intercom, Inc.

NOVEMBER 7, 2018

On a longer term basis (monthly, quarterly, and annually) you’ll be using a more comprehensive view of CAC with your marketing, sales, and finance teams. It’s essentially a cap we pre-negotiate with our finance team. As my Finance colleague once wrote , LTV CAC is where most marketers end their analysis.

Customer Acquisition 202

Customer Acquisition Non-Profits Finance Start-ups 202

ECXO

JANUARY 21, 2025

The damage to their reputation and finances was irreversible. Reputation Ruined: Apex went from being a beloved brand to a cautionary tale in the tech world. Max finally realized the gravity of the situation when the company had to lay off half its workforce. By then, it was too late.

Customer Experience 156

Customer Experience Social Media Net Promoter Score Innovation 156

ECXO

MARCH 6, 2025

For instance, some companies form a CX governance board comprising senior leaders from sales, marketing, operations, services and finance, chaired by the CX executive sponsor. A customers journey in B2B might start with marketing and sales, then transition to implementation, involve support or account management, and touch billing or finance.

CX Transformation 339

CX Transformation B2B CX Government 339

Inside Customer Service

JULY 11, 2024

Case Study: GreatAmerica Financial Services GreatAmerica provides equipment financing solutions to businesses. It's the largest family-owned equipment financing company in the United States. CX Strategy The company provides financing solutions to help its customers sell more.

CX 149

CX Invoicing Real Estate Hospitality 149

Intercom, Inc.

NOVEMBER 7, 2019

So they created a software that provides control, visibility, and payment methods for corporate finance teams. So we said, “How can we take the innovation around payment and integrate it into a piece of software that will make it usable for finance teams and modern companies?”

Finance 162

Finance Sales Engineering B2C 162

CX Accelerator

FEBRUARY 2, 2020

A well-rounded field of study that touches on management, marketing, finance, economics, HR, strategic planning, and more will go a long way in preparing you for a career in CX. Given the high number of respondents who majored in business, it’s no surprise that others would gravitate in this direction. Eric Engwall.

Customer Experience 320

Customer Experience Business Administration Customer Journey Map CX 320

Customer Think

DECEMBER 12, 2022

“Executives speak three languages: finance, finance and finance.” – Jeff Hiatt, Prosci Founder Speaking finance is tough for customer experience leaders. One key reason, which I discussed last week, is that we don’t often include financial information.

NPS 122

NPS Finance Customer Experience Customer Loyalty 122

Totango

OCTOBER 14, 2024

Key takeaways : The buying cycle is more complex than ever, with increased scrutiny from finance. Every business needs a customer-led growth motion to stay in business for the long term. Go-to-market teams need to prioritize customer ROI as the driver of decision-making, metrics tracking, and relationship management.

Finance 71

Finance Sales Education Innovation 71

Customer Think

DECEMBER 1, 2022

In the recent past, big names in the banking sector like Axis Bank and Deutsche Bank have made it to the news for incorporating RPA in their processes. However, even Japan’s biggest banks, like Mitsubishi UFJ Financial Group Inc.(MUFG), MUFG), Sumitomo Mitsui Financial Inc. SMFG), and Mizuho Financial Group Inc.

Finance 87

Finance Technology Technology 87

Callminer

DECEMBER 17, 2019

Below, you will find interesting statistics pertaining to call centers, their employees and their finances that may prove helpful in deciding whether the use of one for your own business’s strategy is appropriate. Call Center Finance Statistics. Call Center Workforce Statistics. Cloud contact centers may be more reliable.

Contact Center 207

Contact Center Finance AI Innovation 207

Customer Think

APRIL 9, 2024

Auditoria delivers on Trust, Privacy, and Global Scale as part of its commitment to Innovation in AI for the Office of the CFO

Finance 64

Finance Innovation AI 64

Intercom, Inc.

OCTOBER 29, 2019

For example, our Finance team is now able to confirm whether new customer growth is up in our target segments. In our case, the Finance team was supportive of using this approach for our first iteration. Assessing progress on our strategy. How to segment your customers. Do certain verticals retain better over time (fit)?

B2C 184

B2C Finance Engineering Healthcare 184

Uniphore

JANUARY 4, 2022

He has an MBA from the University of Delhi, where his focus areas were Finance and Marketing and has a post graduate honors diploma in Systems Management. Additionally, he has been an independent advisor to Boards/CEOs and spent 12+ years at Infosys where he helped scale the business from $100 million to $8 billion in revenue.

Contact Center 317

Contact Center AI Innovation Customer Retention 317

Intercom, Inc.

JANUARY 5, 2021

By investing time to deeply understand the customer problem and framing it the right way, you’ll create a sharp focus for your team, accelerate the cycle of designing, building, and learning, and overall improve your ability to ship product that customers (and your finance team) will love.

Transportation 279

Transportation Start-ups Finance 279

Lightico

JULY 14, 2024

As an Auto finance organization, you enable millions of consumers to purchase vehicles by providing necessary financial support. It ensures that all financial service parties involved are following the relevant regulations, and borrowers are well-informed about the terms, status, and obligations of the auto finance agreement.

Finance 52

Finance Compliance Customer Service Customer Experience 52

Win the Customer

MARCH 22, 2021

Managing small businesses finance is the most taxing part of being a small business owner. There are research platforms like Tipranks and news sites like Yahoo Finance. Also, in order to improve your digital marketing reaching make sure you keep a monthly website maintenance to keep your services running smoothly. Accounting Software.

Technology 188

Technology Technology Finance Start-ups 188

Futurelab

MARCH 17, 2022

Click here to download a PDF of the document Click here to subscribe to all of our reports and publications For more information about our Mass Affluent Finance service offer, please click here.

Finance 130

Finance 130

CX Network

AUGUST 25, 2023

Key learnings around generative AI, customer trust and new regulations from All Access: CX Financial Services 2023

Finance 96

Finance CX AI 96

Callminer

OCTOBER 11, 2018

With more than 15 years of experience in business, finance and accounting, Smitha is also responsible for implementing financial controls and processes. Cory holds an MBA in Logistics and Finance from the University of Tennessee. Smitha obtained her license as CPA in 2007 from the California Board of Accountancy.

Contact Center 561

Contact Center Non-Profits Compliance Education 561

Beyond Philosophy

FEBRUARY 6, 2021

earned her doctorate at Harvard Business School, and now works in behavioral finance for a national investment firm. In this episode of The Intuitive Customer, we discuss with two behavioral scientists their job descriptions, what they actually do, and what they wish people knew about what they do. Anne Wilson, Ph.D., Lauren Cheatham, Ph.D.,

Social Media 193

Social Media Finance Management Consulting Customer Experience 193

Hodusoft

MARCH 12, 2025

How AI-Driven Contact Centers Can Improve Loan Approvals & Debt Recovery If you are in the banking and finance sector you know how demanding and sensitive the industry is. After all, trust matters a lot in the banking and finance sector. For a banking and finance professional this blog post offers immense value.

Contact Center 52

Contact Center AI Machine Learning Finance 52

Customer Think

DECEMBER 5, 2021

A good team, better finances, a […]. Just like a baby demands all your attention at all times during the growth period, a startup requires the same. And it is not that easy to handle. To build a startup from scratch, there are many aspects that play an indispensable role.

Finance 119

Finance Technology Technology 119