For Customer Experience Professionals (Length: 11 pages)

October 30, 2008

Wells Fargo Uses Ethnography To Improve Customer Communications

by Bruce D. Temkin

with Vidya L. Drego, Steven Geller


Executive Summary (This is a document excerpt)

Wells Fargo sends a wide variety of communications, both online and offline, to its customers. To make sure that these communications are "customer friendly," the bank undertook a customer research study using ethnographic techniques. Customers who represented three of the bank's target personas were recruited to comment on all of the communications they received from Wells Fargo and other organizations over a 30-day period. The study provided a number of insights like the bank isn't building relationships with its communications, customers want the bank to know them, bad news can be delivered tactfully, and customers aren't completely overloaded with communications. While other companies can learn from the results of this study, there's a lot more to learn from Wells Fargo's research approach.

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TABLE OF CONTENTS

NOTES & RESOURCES

itemWells Fargo Aims For Customer-Friendly Communications

itemEthnographic Research Revealed Opportunities To Improve Communications

What It Means

itemOther Companies Can Learn From The Wells Fargo Study

Forrester interviewed the research leader and business sponsor of a study that was done at Wells Fargo to better understand how the bank's customers view its communications.

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Find Documents In Related Categories

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Analyst: Bruce D. Temkin
Technology: Customer Experience, Design & Usability Processes
Industry: Consumer Financial Services, Financial Services, Financial Services Customer Experience, Retail Banking
Geography: North America

Archived Teleconference:
Service Versus Low Prices: The Battle For Loyalty
Original air date: Friday, October 16, 2009
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Ratings and Comments
Rating: 9 out of 10
based on 3 ratings across all roles.
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