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Financial Services: CX Strategies for Changing the Game


Are your customers becoming prospects for other financial organizations?

Why wait until the customer is lost? Your growth strategies should focus on acquiring new customers and deepening relationships with existing ones.

Learn and recognize the five signs that your financial customer is becoming a customer prospect. This paper will teach you the characteristics of customer prospects, how to win back and identify at-risk customers, identify patterns and predictive behaviors, and how to use your CX data to help you retain your customers.

Tags : maritzcx, cx strategies, customer experience, financial services, customer prospect, customer experience/engagement
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Published:  Nov 29, 2016
Length:  4
Type:  White Paper