Financial Services
From Our Blogs
New Data, Insights, and Tools
Business Banking
80% of customers do not seek advice from their RMs.
The best banks have addressed this insight by investing heavily in credit management fluency and internal operational excellence as a growth strategy.
Consumer Banking
Only 41% of customer experience investments grow share of wallet.
The best consumer banking teams have focused on measuring investments in customer experience by targeting the right customers, setting clear objectives, and communicating goals to the market.
Operations
90% of customers don’t complain when they are dissatisfied.
Progressive institutions have aimed to decrease their attrition risk by making it easier for customers to complain.
Retirement
95% of retirement service providers are not pursuing growth opportunities that are unique to their firm.
Leaders in the industry have invested in growth opportunities through tailored offerings aimed at a more targeted audience.
Wealth Management
Improving the client experience drives a 30-time greater increase in AUM growth compared to boosting satisfaction.
Leading wealth management firms improve client experience by investing in competencies, tools, and processes.
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