Customer Satisfaction & Loyalty
Welcome to the Customer Experience Exchange for Financial Services US Resource Library! On this page you'll find some of our top featured content, or click on the category links below to find more free resources and industry insights.
Proactively Engaging your Customers to Win Trust & Share of Wallet
Our experts; Lucas Freed, Vice President, Customer Experience & Cross-Sell; Kyle Okimoto, Executive Vice President, E*Trade and Kristin Julbert, Director, Client Experience & Business Process, BBVA Compass shared their advice on how to win your customers’ trust, revealing the factor crucial for success is not what you say, but what you do. Trust is a key driver for customers to repeat investment in your product, and in order to build this trust your brand needs to be consistent. This is easier said than done, but watch our panel discussion and find out what our speakers have found to be the best approach.