Planview

JULY 22, 2022

As the world grows more and more digital, customers across every industry are expecting digital-first, timely assistance and support. As shown in this digital transformation in banking case study roundup, all businesses — including banks — have been forced to change and evolve with the times.

Digital Transformation 52

Digital Transformation Banking Digitalization Construction 52

Zendesk

APRIL 14, 2022

In fact, the future of customer experience is, in many ways, not so uncertain in the near term—much of what we can expect by 2025 is simply an extension of what’s happening today. But by 2030, technology may evolve dramatically faster than we expect, and it will radically change the customer experience landscape.

Customer Experience 98

Customer Experience Supply Chain Banking Communication 98

SBI Growth

OCTOBER 19, 2018

Joining us on the is Mark Lister, he is the Chief Digital Officer for Ness, a digital engineering company that designs and builds digital platforms and software that helps organizations engage customers, differentiate their brands, and drive revenue growth.

Digital Transformation 76

Digital Transformation Digitalization Customer Experience Software 76

Hubspot Sales

JULY 10, 2024

With the rise of ecommerce sales comes an increase in the use of digital payments and mobile wallets. These processors make it easy for businesses of all sizes to accept payments from customers globally and in person, making them a critical component for anyone who sells goods or services. Data is encrypted and transmitted.

Banking 105

Banking eCommerce Retail Facilitation 105

ReviewTrackers

MARCH 24, 2021

Bank Customer Retention: Why It Matters. You’ve probably heard this more than a dozen times: retaining a customer is so much cheaper than acquiring a new one. This holds true for banks and financial services providers, too. 80 percent of consumers would switch financial institutions for a better experience.

Banking 49

Banking Customer Experience Financial Services Insurance 49

Hubspot Sales

DECEMBER 14, 2022

To minimize direct contact, people gravitated towards payment methods that didn't require the use of physical money, like bank cards and payment apps. The Swedish Central Bank recently stated that only 9% of the country's population uses cash for transactions right now. The COVID-19 pandemic is one major catalyst for the shift.

Banking 132

Banking e-Learning Computers and Electronics Retail 132

Customer Think

JULY 1, 2021

With more people doing business online than ever before, companies are gaining clarity on what’s working and what needs attention when it comes to the digital customer experience. Logging in to websites is part of our daily routines including everything from our banks to our insurance providers […].

Insurance 111

Insurance Banking Digitalization Customer Experience 111

Planview

DECEMBER 16, 2022

With the holiday season in full swing and a global recession predicted sometime in the new year, banks remain committed to investing in modernized technology through digital banking transformation efforts vs. traditional cost-cutting routes. “Retail banking customers are expecting more from their banks.

Banking 59

Banking Digital Transformation Artificial Intelligence Financial Services 59

NG Data

APRIL 3, 2024

Banks face challenges in managing their legacy cores and personalizing customer experiences. The Intelligent Engagement Platform, a sophisticated customer data platform, allows for targeted marketing strategies and highly targeted interactions to enhance customer experiences.

Digital Transformation 40

Digital Transformation Banking Digitalization Customer Experience 40

Hubspot Sales

JUNE 26, 2024

Instead, funds are directly pulled from a customer’s bank account. What you need to know: Debit card payments don’t have fees associated with transactions, making them ideal for both the customer and the business. Automated Clearing House (ACH) Automated Clearing House (ACH) payments are a form of electronic bank transfers.

Banking 105

Banking eCommerce Digitalization Small Business 105

ReviewTrackers

MARCH 15, 2019

Customer experience is growing steadily as a top priority in the banking industry. Computer Services surveyed more than 160 bank executives in 2017 and 55 percent of that group said they planned to put more money into “customer experience initiatives.” Have a multichannel approach.

Banking 34

Banking Customer Experience Finance Digitalization 34

Customer Think

FEBRUARY 6, 2022

Two years after a pandemic sent more consumers online than ever, 76 percent are now banking on their mobile devices and 82 percent use digital payments – it’s not clear their financial institutions are taking full advantage.

Banking 104

Banking Digitalization Customer Experience 104

NG Data

JUNE 4, 2024

Digital marketing maturity in the banking industry continues to lag due to regulatory compliance, legacy technology, and a lack of expertise. Banks and credit unions need to invest in digital channels, especially mobile apps, which offer personalized services and targeted notifications.

Digitalization 52

Digitalization Banking Marketing Innovation 52

Flevy

JUNE 17, 2021

Customer Experience Strategy. Customer and Partner Readiness. Brand and Digital Presence Building. Customer Experience Strategy. As part of integrating the 2 unified companies, it is critical for the senior leadership to develop and deploy a Customer Experience (CE) Strategy. First 100 Days.

Customer Experience 111

Customer Experience Prioritization Acquisition Banking 111

Freshworks

JUNE 2, 2023

As companies expand their investments in digital transformation, they’re banking on big returns, especially in customer experience (CX). The Freshchat Conversational Support Benchmark Report 2023 looks at the art and science of customer conversations in the digital era.

B2C 94

B2C Digital Transformation Healthcare Digitalization 94

Hubspot Sales

NOVEMBER 16, 2021

In today’s world of digital transformation, customers have come to expect streamlined and easy processes for every interaction they have with a company – and are willing to go elsewhere when those needs aren’t met. It’s limited to customers located in the U.S., bank account, subject to underwriting approval. with a U.S.

CRM 122

CRM B2C Digital Transformation Customer Experience 122

ReviewTrackers

APRIL 20, 2021

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers?

Banking 49

Banking Acquisition Media Advertising 49

Hubspot Sales

JANUARY 5, 2022

Frictionless payments represent the opposite of that frustrating experience: an easy, trouble-free way to buy what you need at any time. Any digital business that takes payments needs to consider the growing expectation of frictionless payments as part of its customer experience. Higher Payment Security. Mobile Apps.

Digitalization 111

Digitalization Retail Customer Experience eCommerce 111

Zendesk

OCTOBER 25, 2022

In 2021, venture capitalists nearly tripled their investment in online-only banks from the year before—to the tune of $133 billion. But with inflation, rising interest rates, and economic uncertainties facing the world today, even the most well-funded fintechs need to find a clear path to acquiring—and keeping—customers.

Banking 52

Banking Investors Financial Services Customer Experience 52

DemandFarm

AUGUST 11, 2023

The goal is to break down traditional silos and establish a more consistent approach to enhancing the customer experience. The seamless integration of digital tools into the sales process has resulted in a more efficient and effective sales experience for both buyers and sellers.

Key Account Management 52

Key Account Management Account Management Digitalization Digital Transformation 52

Zendesk

JULY 28, 2022

As the world turned digital, the fintech industry was ready to ride the wave. And because there are now so many players in the digital space, there’s fierce competition to keep and acquire new customers. And therein lies the key to success: customers. What is digital customer service, and why does it matter?

Digitalization 52

Digitalization Banking Financial Services Customer Experience 52

ReviewTrackers

MARCH 14, 2019

The Importance of Customer Journey in Banking. There is so much disruption going on in the world of banking and financial services. After a decade of having to deal with serious trust issues and thin margins, banks today continue to face a mix of challenges. What Does Customer Journey in Banking Mean? .

Banking 37

Banking Financial Services Digitalization Innovation 37

Miller Heiman Group

MAY 4, 2020

The financial services industry has been rocked to its core by a number of recent developments: a series of reputational issues, a wave of heavy regulation from government agencies, the emergence of digital currencies, and nontraditional competitors, including PayPal and Venmo, entering the market.

Financial Services 64

Financial Services Banking Customer Experience Government 64

Insightly

JUNE 14, 2023

Then, we entered the digital era and it began to explode. Why disruptive marketing is so important today According to AdLock, consumers experience between 6,000 and 10,000 ads per day. Moving forward, go-to-market leaders should explore disruptive tactics in personalization to enhance the customer experience if they want to succeed.

Marketing 98

Marketing CRM Customer Experience Media 98

ReviewTrackers

APRIL 1, 2019

Bank Customer Retention: Why It Matters. You’ve probably heard this more than a dozen times: retaining a customer is so much cheaper than acquiring a new one. This holds true for banks and financial services providers, too. 80 percent of consumers would switch financial institutions for a better experience.

Banking 35

Banking Financial Services Customer Experience Insurance 35

ReviewTrackers

APRIL 7, 2021

Bank Reputation Risk Management. Reputation is one of the most valuable assets that a bank can have. A great reputation can set a bank apart from its competitors. Negative reputation, meanwhile, can drive away potential clients and increase customer churn. Bank reputational risk is the risk of loss of reputation.

Banking 37

Banking Management Supply Chain Financial Services 37

ReviewTrackers

APRIL 2, 2019

Bank Reputation Risk Management. Reputation is one of the most valuable assets that a bank can have. A great reputation can set a bank apart from its competitors. Negative reputation, meanwhile, can drive away potential clients and increase customer churn. Bank reputational risk is the risk of loss of reputation.

Banking 36

Banking Management Supply Chain Financial Services 36

ReviewTrackers

APRIL 12, 2019

Customer Acquisition: Banking Strategies. The ways that customers shop for banks and financial services providers have changed. So, therefore, have the methods and strategies for customer acquisition in banking. What does it take to acquire and keep new banking customers?

Banking 36

Banking Acquisition Media Advertising 36

Hubspot Sales

APRIL 23, 2021

There are tools to pay bills, claim expenses, connect banks, accept payments, send payroll and invoices, create purchase orders, and more. Prebuilt integrations, including Shopify, WooCommerce, and NetSuite, make set up easy, and it integrates with major banks around the world to reduce failure points in financial transactions.

Small Business 126

Small Business Finance Banking eCommerce 126

SalesPop

OCTOBER 22, 2021

There are too many examples of a company’s focus being elsewhere than the customer experience. Take a phone call to a typical bank. In their heyday, they had hundreds of thousands of employees, but ignoring what customers actually needed (in one notable example, digital photography) has caused them to all but disappear.

Government 98

Government Banking Profitability Decision-making 98

Zendesk

FEBRUARY 16, 2021

Last year changed consumer behaviors and sped up businesses’ transition into a digital-first world. Stuck at home, consumers increasingly turned to online solutions—think: digital banking, on-demand food and grocery delivery apps, online shopping, telehealth, and more. Businesses had to up their game. Manufacturing. Healthcare.

Supply Chain 76

Supply Chain Financial Services Healthcare Manufacturing 76

Zendesk

NOVEMBER 14, 2022

So as the World Bank continues to report economic slowdowns that we may feel at global or national levels, or within our communities and workplaces, we may wonder how best to proceed, to protect what we have, and where to make investments. It’s no small job to adapt to change, build resiliency within your team, and manage uncertainty.

Supply Chain 98

Supply Chain Decision-making Banking Meetings 98

Flevy

JULY 6, 2022

ABM solutions are employed to gain new customers, develop existing and future prospects, and enhance enterprise accounts. Digital Personalization. FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients.

Marketing 109

Marketing Account Management Facilitation CRM 109

Zendesk

FEBRUARY 25, 2021

With the pandemic accelerating adoption of digital tools, keeping your business in sync is no easy feat. Two-thirds of decision-makers say investing in customer experience will increase revenue, but how do IT leaders like yourself determine the key areas of focus?

Banking 52

Banking Digitalization Customer Experience Organization 52

Hubspot Sales

OCTOBER 10, 2023

By offering customers continuous access to products or services with a subscription fee, rather than charging more per one-time purchase, businesses have the opportunity to add continuous value to customer experience, while also driving recurring revenue from some clients who might not have been able to afford a heftier one-time purchase.

Software 111

Software Software Banking Value Proposition 111

Zendesk

MAY 17, 2022

Knowledge is power—especially when you’re looking to improve your customer experience. According to the Zendesk Customer Experience Trends Report 2022 , customer engagement is up 14 percent compared to last year. Customers rate their likelihood on a scale of 0 to 10, with 10 being “very likely” to recommend.

Computers and Electronics 98

Computers and Electronics Insurance Retail e-Learning 98

Zendesk

NOVEMBER 29, 2022

Key features include items like a low code/no code platform that allows for visual bot design flow and testing without developer training, a visual dialogue builder, 24/7 personalized support, channel integrations available for leading customer experience solutions, data systems, and more.

e-Learning 98

e-Learning Finance Banking Construction 98