customer-retention

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Guided CX Customer Loyalty Case Study Customer Retention Contact Centers

Digital banking that feels personal in the age of AI with SoFi and Glance

What if your digital banking experience knew you, not just your balance? At SoFi, it does. In a landscape where customers expect empathy as much as efficiency, banks and fintechs that fail to humanize AI risk losing trust – and business. Join leaders from SoFi and Glance as they explore how to design AI-driven digital banking that feels genuinely personal. We will dive into how capturing and supporting people at their most high-stress, high-value moments creates smoother experiences and drives measurable outcomes, like stronger loyalty and higher conversions. Learn how real-time engagement, behavioral insights, and emerging technologies can help financial institutions create experiences that are as human as they are intelligent. Key takeaways: How to integrate AI into customer journeys without losing authenticity Real-world examples of personalization that drive trust, loyalty, and conversions Strategies for creating meaningful digital engagement in financial services

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Latest Recorded Webinars

Guided CX Customer Loyalty Case Study Customer Retention Contact Centers

Digital banking that feels personal in the age of AI with SoFi and Glance

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Customer Retention

Make human connections possible in the digital world: Glance features to know

About this talk Whether you’re new to Glance or a long-time customer, the latest features offer new ways for you to connect, share, and secure personalized, guided customer experiences throughout your website or app, helping your users navigate critical digital moments.

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Customer Retention

Become a customer loyalty generator series: Make every interaction count

About this talk Digital self-service on your website or in your app works great for your customers … until it doesn’t. When customers need personal assistance in digital spaces, how can your agents help them achieve their goals - and, ultimately, keep them as customers? Bringing human-to-human support into your digital channels could be the game changer you need.

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Customer Retention

Why customer journey mapping matters more than ever

About this talk Q&A with Sumita Mullick, Vice President of Customer Service and Operations Analytics at Wellmark Blue Cross and Blue Shield

Sumita Mullick

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Customer Retention

How to lead contact centers with empathy for transformational CX

About this talk Digital transformation is no longer negotiable in contact centers. Outdated systems can negatively affect agent culture and productivity, ultimately impacting customer experience. Companies who manage to understand and reflect the customer’s voice in their CX strategy and build a business case for investing in the latest technology will see revenue growth. In this Q&A webinar, Ollie’s Director of CX, Ben Devey, will share his extensive experience in the contact center world, from inbound customer service all the way up to management. He will share strategies that he has deployed to embrace the latest contact center technologies and enhance the customer experience such as: Developing processes to listen to the voice of the customer, with a focus on direct-to-consumer models. Creating customer journey maps to identify areas of friction for the customer. Leading with a culture of empathy in the contact center. Register today!