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Financial services providers are under high pressure to redefine their sense of purpose, as their interests no longer align with those of the customers they serve. Firms should pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. This webinar helps executives understand how they can drive customer engagement, create new value, and future-proof their firm’s revenues by developing a financial well-being program.
Key takeaways:
Target audience level: all levels
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Financial Well-Being: Financial Services Firms Must Invest In Customers’ Financial Health To Create Value And Drive Growth
Design Digital Experiences That Encourage Customers To Adopt Better Financial Habits
Consumers look for convenient, empowering, and engaging ways to complete typical activities. To provide these consumers with the best digital experience, brands must choose the most appropriate digital touchpoints. For example, task-oriented activities are best accomplished by high-convenience touchpoints such as voice-enabled interfaces, whereas touchpoints like chat or augmented reality better serve more complex activities. This webinar helps digital business leaders make smart decisions in choosing the best digital touchpoints to engage with their consumers.Key takeaways:Learn how to make digital touchpoint decisions based on customer needs.Discuss use cases for digital touchpointsTarget audience level: beginner and intermediate
This webinar helps attendees reexamine approaches to presenting journey maps and provides visual examples from across industries.Key takeaways:Discover best practices for presenting journey maps in six common use cases.Consider the benefits and drawbacks of different visual elements.Learn from dozens of examplesTarget audience level: beginner and Intermediate
In this interactive session, you can submit and upvote questions about customer feedback management (CFM) products and learn more about top vendors evaluated in The Forrester Wave™: Customer Feedback Management, Q1 2023. We’ll also discuss the market dynamics and other findings from our research.Key takeaways:Discover important market and buyer trends for customer feedback managementLearn about key players in the CFM marketLearn how to maximize Forrester’s research and resources, particularly the recent CFM Wave, to identify the right solution for your organizationVendors mentioned: Alida, Concentrix, InMoment, Medallia, NICE, PG Forsta, Qualtrics, SMG, and VerintTarget audience level: all levels
Enterprises use AI decisioning platforms to create human-governed, AI-powered, automated decision engines for a wide variety of use cases and across numerous industries. The platform capabilities include collaborative authoring tools to enable business and technical team members to develop decision logic, deployment engines to execute decisions in real-time and at scale, and business decision monitoring tools to measure and improve the efficacy of deployed decisions. Key takeaways:Automate complex, consequential business decisions.Make AI decisioning teams more agile.Combine the latest AI decisioning technologies.Target audience level: all levels
