Best Practice Report

How To Make The CFO Your Ally

CX Pros Can Engage And Collaborate With Finance Teams More Effectively

August 27th, 2021
Tom Mouhsian, Principal Analyst
Tom Mouhsian Principal Analyst
With contributors:
Frederic Giron , Maxie Schmidt , Su Doyle , Sukriti Dangi , Bill Nagel

Summary

Business leaders today prioritize revenue growth and customer experience (CX) improvement above all else. But responsibility for these two assets is divided: CFOs look after the money and CX pros look out for customers. Ideally, the strong connection between customers and money — and how the first leads to the second — would make both teams realize the value of collaboration. But the reality is that CX pros and CFOs often don’t see eye to eye and don’t act as allies. This report explains what makes CFOs tick and offers tangible advice to CX leaders who want to collaborate more effectively with their CFOs and finance teams.

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