{"id":10244,"date":"2018-07-20T17:54:12","date_gmt":"2018-07-20T17:54:12","guid":{"rendered":"http:\/\/bulletins.bfconsulting.com\/?p=10244"},"modified":"2018-07-20T17:54:12","modified_gmt":"2018-07-20T17:54:12","slug":"improving-the-financial-customer-experience","status":"publish","type":"post","link":"https:\/\/bulletins.bfconsulting.com\/en\/improving-the-financial-customer-experience\/","title":{"rendered":"Improving the financial customer experience"},"content":{"rendered":"<p>Customer experience involves the sum of all interactions a customer has along his\/her journey with a financial institution. Financial institutions that provide an ideal customer experience increase customer loyalty and satisfaction. And in the modern digital age of an abundance of options, this has never been more important for financial institutions. When working to improve the customer experience, there are four steps that should be taken:<\/p>\n<ol>\n<li><strong>Planning<\/strong> \u2014 have a well-defined set of goals that are based on targeted customer segments<\/li>\n<li><strong>Strategizing<\/strong> \u2014 create a customer experience strategy to achieve the defined goals<\/li>\n<li><strong>Implementing<\/strong> \u2014 take measures to design experiences for each targeted customer segment<\/li>\n<li><strong>Measuring and refining<\/strong> \u2014 use a data-driven strategy to make business decisions and refine the strategy as necessary<\/li>\n<\/ol>\n<p>There is no single solution to improving the customer experience; what\u2019s right for one financial institution might not be for another. The key is to know your customer and design an experience to keep him\/her satisfied and coming back for years to come.<\/p>\n<div class=\"rpbt_shortcode\">\n\n<div id='rpbt-related-gallery-1' class='gallery related-gallery related-galleryid-10244 gallery-columns-3 gallery-size-thumbnail'><figure class='gallery-item' role='group' aria-label='Banks for entrepreneurs'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/bulletins.bfconsulting.com\/en\/banks-for-entrepreneurs\/'><img width=\"150\" height=\"150\" src=\"https:\/\/bulletins.bfconsulting.com\/wp-content\/uploads\/2019\/06\/178099-OWGPOQ-99-150x150.jpg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" decoding=\"async\" aria-describedby=\"rpbt-related-gallery-1-13053\" loading=\"lazy\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='rpbt-related-gallery-1-13053'>\n\t\t\t\tBanks for entrepreneurs\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item' role='group' aria-label='Webinar: \u201cEmbrace Fintech\u201d by Jouk Pleiter and Jelmer de Jong'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/bulletins.bfconsulting.com\/en\/webinar-embrace-fintech-by-jouk-pleiter-and-jelmer-de-jong\/'><img width=\"150\" height=\"150\" src=\"https:\/\/bulletins.bfconsulting.com\/wp-content\/uploads\/2016\/10\/Embracing-FinTech-150x150.jpeg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" decoding=\"async\" aria-describedby=\"rpbt-related-gallery-1-3684\" loading=\"lazy\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='rpbt-related-gallery-1-3684'>\n\t\t\t\tWebinar: \u201cEmbrace Fintech\u201d by Jouk Pleiter and Jelmer de Jong\n\t\t\t\t<\/figcaption><\/figure><figure class='gallery-item' role='group' aria-label='Video: Insurtech Innovation Day 2021'>\n\t\t\t<div class='gallery-icon landscape'>\n\t\t\t\t<a href='https:\/\/bulletins.bfconsulting.com\/en\/video-insurtech-innovation-day-2021\/'><img width=\"150\" height=\"150\" src=\"https:\/\/bulletins.bfconsulting.com\/wp-content\/uploads\/2021\/04\/Videozapis-vtorogo-onlajn-iventa-Insurtech-Innovation-Day-2021-150x150.jpeg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" decoding=\"async\" aria-describedby=\"rpbt-related-gallery-1-15938\" loading=\"lazy\" \/><\/a>\n\t\t\t<\/div>\n\t\t\t\t<figcaption class='wp-caption-text gallery-caption' id='rpbt-related-gallery-1-15938'>\n\t\t\t\tVideo: Insurtech Innovation Day 2021\n\t\t\t\t<\/figcaption><\/figure>\n\t\t<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Customer experience involves the sum of all interactions a customer has along his\/her journey with a financial institution. Financial institutions that provide an ideal customer experience increase customer loyalty and satisfaction. And in the modern digital age of an abundance of options, this has never been more important for financial institutions. When working to improve &hellip;<\/p>\n","protected":false},"author":5,"featured_media":10257,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[77,35],"_links":{"self":[{"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/posts\/10244"}],"collection":[{"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/comments?post=10244"}],"version-history":[{"count":3,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/posts\/10244\/revisions"}],"predecessor-version":[{"id":10410,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/posts\/10244\/revisions\/10410"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/media\/10257"}],"wp:attachment":[{"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/media?parent=10244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/categories?post=10244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bulletins.bfconsulting.com\/en\/wp-json\/wp\/v2\/tags?post=10244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}