Financial services CX leaders need to stay competitive

CFOs are increasingly instrumental in enhancing customer experience (CX) by aligning financial strategy with customer-centric initiatives. By evaluating metrics such as customer lifetime value, they ensure that investments in CX yield sustainable returns. They also play a critical role in fostering a customer-focused culture and guiding resource allocation to support impactful CX projects while balancing financial goals. This strategic involvement drives growth and strengthens competitive advantage. #ChiefFinancialOfficer #CustomerExperience #CFO https://lnkd.in/euaMfR6p

Poor customer experiences on public platforms often result in higher operational costs and overheads as citizens resort to traditional interaction methods, such as in-person visits or phone calls, requiring more staff for customer service. Encourage users to utilize digital public services by making them accessible, user-friendly, easy to navigate, and intuitive. Not only will you improve your government's delivery capabilities, but you will also enhance the reputation of government agencies, leading to increased citizen engagement and reduced scrutiny. Where do you start? Our recently released report will guide you on your digital transformation journey. Check out "The State of CX in e-Government Platforms" now: https://lnkd.in/gef8P9tn #egov #digitaltransformation #userexperience #govtech #govpl #publicservices #publicplatforms #egovernment #cxdesign

𝗖𝗙𝗢𝘀: 𝗖𝗵𝗮𝗺𝗽𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗕𝗼𝗮𝗿𝗱𝗿𝗼𝗼𝗺 Modern CFOs are increasingly vital to customer experience (CX), acting as strategic advisors and C-Suite advocates. By ensuring CX investments are financially sound, CFOs help drive customer loyalty, growth, and profitability. They align resource allocation with data-driven insights—such as customer lifetime value and retention rates—to enhance CX outcomes without compromising financial health. As advocates, CFOs champion customer-focused culture across the organization, demonstrating how customer satisfaction directly impacts the bottom line. Learn more about how CFOs can elevate CX in this article: https://lnkd.in/ewgBKurS #𝗰𝗳𝗼𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 #𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 #𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 #𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗴𝗿𝗼𝘄𝘁𝗵

Transform clients’ experience across the entire customer journey with #TechnoVision2024 Financial Services. #CX imperatives include distinctive digital experiences, asset offerings, and rewards. Getting frictionless services right, hyper-personalization, #GenAI-powered self-service, and financial wellness are all priorities on the rise. Learn more about redefining customer engagement and hyper-personalized CX. Explore our new playbook: https://ow.ly/2eyB30sEzHI #GetTheFutureYouWant

Transform clients’ experience across the entire customer journey with #TechnoVision2024 Financial Services. #CX imperatives include distinctive digital experiences, asset offerings, and rewards. Getting frictionless services right, hyper-personalization, #GenAI-powered self-service, and financial wellness are all priorities on the rise. Learn more about redefining customer engagement and hyper-personalized CX. Explore our new playbook: https://ow.ly/F2E830sEIO7 #GetTheFutureYouWant

Curious about customer experience in 2025? Learn what to expect and how it could affect businesses. Full article here covered by CXNet Official https://lnkd.in/gQJ7cDXZ by Vinod Pahlawat Chief Growth Officer,CMS IT Services. #CMSIT #LeadershipInsights #CX2025 #CXNET #FutureTrends #CustomerExperience #FutureofBusiness

Customer experience (CX) has become a key driver of success across industries, and the financial sector is no exception. Recently, I had the opportunity to attend a seminar led by Hadja Cherif, CCXP, where I gained valuable insights into how organizations can harness the power of CX to build stronger relationships with their customers. I reflect on what I learned during the session, how these insights can shape business outcomes, and how understanding CX can influence my own career in the financial industry. #CustomerExperience #GBC #CareerDevelopment #CreditUnion #Marketing #Accountant #AlternaSavings #MarketingFinance

Insights on customer experience from KPMG reveal a universal truth: success in today's market is defined by the experiences we deliver. 🔗 https://lnkd.in/enM5TFk4   At True, we're not just observers of this trend; we're setting a new standard with our suite of full policy and claims administration solutions—TruePolicy, TrueClaims, and TruePortal. Our approach? Simple: unite systems, data, and people to create seamless experiences that exceed expectations.   We know that every minute and interaction counts. From quicker claims resolutions to streamlined policy management, we ensure that our solutions minimize hassle and maximize satisfaction. The secret? Our cutting-edge technology paired with a deep understanding of the unique challenges faced by workers' comp professionals.   Curious about how True can redefine your customer experience strategy? Connect with our team for a closer look at what modern, integrated, people-focused technology looks like in action!   ➡️ Ready to elevate your customer experience? Reach out now: https://lnkd.in/eUJbvm33   #WorkersComp #Insurance #CustomerExperience #CX #DigitalTransformation #ExperienceTrue

People or technology? Metrigy's latest #CX research shows that 72% of companies say people are more important than technology to deliver successful CX. But our data also shows that agent attrition/turnover is the top reason customer service gets worse. What’s one way to improve attrition, and keep skilled, knowledgeable people in front of your customers? #WFO #WEM …it’s a must for CX today!

80% of wealth management clients are likely to switch firms if they experience poor customer service. With so much at stake, delivering exceptional customer service is critical. See what key strategies are essential to help firms enhance CX, strengthen client relationships, and increase retention. #WealthManagement #AdvisorExperience #CX #EX