Stewart Watterson’s Post

Discover the art of prioritization for digital success. Our latest blog post, “How to make smart CX and EX decisions to grow in the midmarket,” outlines actionable steps your organization can take to maximize impact without breaking the bank. Read the blog post 👉 https://hubs.la/Q02hVPqg0 #CX #EX #DigitalExperience #MidmarketGrowth

Join us! Connex is a proud sponsor of the Operations & Member Experience Council and Technology Council Conference in Anaheim, CA on October 6th! As the financial industry evolves, delivering outstanding customer experiences in contact centers is more important than ever—especially for credit unions. Members expect personalized service and swift resolutions, so adapting our strategies is crucial. Here are some effective approaches we help with to take the customer experience to a next level 🚀: Personalization: Leverage data insights to customize interactions, ensuring members feel valued and understood. Omnichannel Support: Provide seamless communication across phone, chat, and social media, allowing members to engage through their preferred channels. Continuously Improving : Regularly gather and analyze member feedback to identify challenges and improve processes by implementing systems that work for them. By focusing on these areas, we can create a more engaging and satisfying experience for our members. Let’s continue to innovate and raise the bar in the credit union sector! We’d love to hear your insights on enhancing CX in your industry. Let’s chat in California! #CustomerExperience #CreditUnions #ContactCenter #CX #MemberEngagement #CUNA Mariam Ahmed John Galluzzo

Recently, I met with two very different financial institutions — a major credit union and a global investment manager — both focused on improving the customer experience and one question they both asked was this: With numerous ideas on ways to improve the customer experience, what are practical criteria for pilot selection? Here’s my take: Early pilot choices are an important strategic decision. Prioritize pilot candidates that: 1. Are big enough to matter, but not so big that they risk imploding from complexity. 2. Have a better than even chance of being successful, so you can prove value. 3. Can be resourced with a team who are passionate about CX, are curious and ready to learn new ways of working, and will do what it takes to execute the pilot successfully. I’m proud to equip brands to build CX muscle through an approach that drives CX performance. Learn more via the link below. #finserv #financialinstitutions #banking #creditunion #cx #customerexperience #innovation

Client experience is one of the key elements when it comes to enabling banks to succeed in the rapidly changing wealth management market. 🆕🔥 In our article in the new CX Toolkit Report 2024 by The Wealth Mosaic, our CEO Andreas Borg draws on the example of core-satellite investing to illustrate the importance of wealthtech as a competitive differentiator and in delivering a superior client experience. 💡 Read the article online and get the link to the full report here: https://lnkd.in/dShQTXbG #twm #wealthmanagement #wealthtech #clientexperience #cx #futurewealth

With increasing competition, technology disruptions, and evolving expectations, customer loyalty has never been more important for #banks. In the evolving landscape of retail banking, customer centricity presents an opportunity to build a path towards long-term success. The challenge? Aligning strategy with customer needs. This requires a focus on three key areas: 1️⃣ Customer engagement and experience 2️⃣ Market positioning 3️⃣ #Data utilization and decision making Learn more about the path to customer centricity here: https://lnkd.in/epKWf7RC #CX #report

How are you adjusting your processes to give customers personalised and transparent communications? In this article by Paragon UK, we dive into the constantly changing landscape in the asset and wealth management section, their OnePlatform ecosystem features and more! Connect with your customers more and make commitments based on broader societal values. Find out more 👉 http://spr.ly/6040leXL2 #CX #assetmanagement #wealthmanagement #digitalisation #investment

Are you adjusting your processes to give customers personalised and transparent communications? Read here to find out how 👇

“Elevating Sales Strategy Through Exceptional Customer Experience” In today's competitive marketplace, the true differentiator isn't just the quality of the product but the quality of the experience that accompanies it. As a senior banking professional I've witnessed firsthand how a customer-centric approach can transform not just sales figures but customer loyalty and brand reputation. Here are a few insights on how integrating customer experience into your sales strategy can drive exceptional results: —Understand Your Customer's Journey —Personalization is Key —Empower Your Sales Team —Listen and Adapt —Create a Culture of Excellence #SalesStrategy #CustomerExperience #CX #CustomerCentric #SalesExcellence #CustomerJourney #Personalization #Leadership #Training #Banking

Had a great couple of days at #PRC2024 meeting brands, understanding pain points and talking of innovation in Retail Tech. Also presented a Client case study leveraging the role of Data with tensight for success on #quickcommerce channels, sharing insights on how marketing and inventory are essential to come together for driving efficiencies and profitability. #JioConventionCenter #RetailInnovation #Tenovia #EcommerceSolutions #datadrivendecisions

2025 is right around the corner. Is your financial institution ready? 🏦 It’s time to focus on digital transformation, customer experience, and sustainability. Here’s how we can help you prepare for the future! #2025Goals #FutureOfBanking"