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  • Customer-obsessed operating model

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  • Report Case Study: HDFC Bank Starts Its Journey To Improve Its Online Customer Experience

    How A Bank Drives Customer Engagement With Hyperpersonalized Experiences
    May 6, 2019 | Ashutosh Sharma

    To offer the right banking products to the right people, HDFC Bank needed to improve how it engaged existing and prospective customers online. Including a small degree of personalization in its...

  • Report The Race To Zero Fees In Investment Management

    Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors
    March 6, 2019 | Vijay Raghavan

    Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund...

  • Report Demystifying Financial Metrics For CX

    January 2, 2019 | Tom Mouhsian

    Customer experience (CX) professionals must trace CX outcomes to core financial metrics in order to establish the material impact of CX performance and initiatives that aim to drive CX quality. For...

  • Report A Customer Success Management Program Is Good For You And Your Clients

    How Customer Success Management Supports Both The Buyer's And Seller's Goals
    September 20, 2018 | TJ Keitt

    Increasingly, customer experience (CX) professionals at B2B companies have shown interest in helping their businesses build customer success management (CSM) programs. However, skeptical business...

  • Report The Rise Of Customer Service Robots

    Use Physical Robots To Make Operations More Human
    August 21, 2018 | Kate Leggett, Ian Jacobs

    Customer service leaders are reimagining their operations with automation and AI at the center, fundamentally changing the nature of jobs. Customer service robots — semi- or fully autonomous...

  • Report How USAA Sets The Benchmark For Differentiation In Mobile Banking

    May 30, 2018 | James L. McQuivey

    The US mobile banking category suffers from a lack of differentiation among the big players. Many mobile experiences meet basic functionality and usability criteria, but few stand out. USAA is the...

  • Report Investment Companies All Talk Alike

    Investment Companies Fail To Produce Content That Gives Customers Reason To Believe Them
    March 8, 2018 | Ryan Skinner

    Investment firms are fighting for an estimated $30 trillion in new assets under management for individuals between 2015 and 2020. And new digital investment firms (so-called robo-advisors) join the...

  • Report Case Study: REA Group Restructures To Deliver Customer Value And Drive Business Growth

    Learn From REA's Transformation To A Model Innovative Digital Business
    January 11, 2018 | Tim Sheedy

    To deliver better digital services faster, CIOs must seek ways to operate their business more like a software company. REA Group, a digital media business focused on the real estate market,...