Excellent Customer Experience For Financial Services
Deliver exceptional service and build stronger client relationships with Excellent Customer Experience for Financial Services, a 2-day hands-on training designed for professionals in banking, insurance, and financial services.
This course focuses on enhancing customer engagement through effective communication, profiling, segmentation, and data-driven decision-making. Participants will learn how to implement omnichannel marketing strategies, manage post-purchase relationships, and measure customer satisfaction using metrics such as NPS, CSAT, and CLV. With practical exercises, group discussions, and case studies, attendees will gain the tools to create personalized customer journeys and improve loyalty, retention, and revenue growth in the competitive financial market.
This course caters to individuals at all levels in customer service, sales, and marketing within the financial services industry. Using diverse teaching methods, it focuses on developing skills for delivering excellent customer experiences, understanding marketing strategies, and utilizing data-driven approaches. Key objectives include identifying customer types, applying effective communication, and creating personalized experiences. Modules cover topics such as customer profiling, marketing mix, communication skills, omnichannel marketing, customer feedback, data-driven marketing, and post-purchase relationship management. Assessment criteria involve practical application and understanding of these concepts.
The course underscores the importance of setting and tracking goals using various metrics and key performance indicators. Overall, participants gain a comprehensive understanding of customer-centric strategies in the financial services sector with an emphasis on practical skills and strategic insights.