Summary
Delivering exceptional customer experiences (CX) in low-engagement industries is hard. This is particularly true for the retirement planning sector, which is typically both heavily regulated and poorly understood. To gain insight into leading practices for creating breakthrough experiences, we conducted in-depth interviews with retirement industry executives and CX professionals. This report focuses on Australia and New Zealand's retirement systems, but the insights apply to any CX pro looking to reinvent customer interactions in a low-touch sector.
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