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Discover. Connect. Inspire.
#InteractUK
©2015 Interactive IntelligenceInc. All Rights Reserved.
How to Delight your Customers
Leon Stafford, Financial Services TM
The Omni Channel Customer Experience
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
Customer Journey is GA
• Tech-Savvy Customer 3.0 is social, connected, informed,
unforgiving…
• Most purchases include some form of digital journey
• Convenience and ease of use ahead of cost-saving
• Customer Experience impacts the bottom-line:
– CSAT Fund
– Ryanair ‘Always Getting Better’
“The two big initiatives for 2015 are customer
journey mapping and personalisation, putting
technology in the driving seat…”Ed Thompson, Gartner
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
The value of OmniChannel
Success for those that execute…
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
The value of OmniChannel
What we exchange for convenience and ease…
• Differentiation
• Knowledge/Education
• Scalability
• Dynamic Pricing
“Amazon changes its prices every 10 minutes based on the data it
collects in real time.” Econsultancy, Forbes
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
A Tale of Two Mortgages
Or, A Disjointed Digital Diversion… a cautionary tale
>£12,000
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
Good Digital Journey
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
The wheels are coming off…
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
My Effort/Value Journey: YBS
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
What cost a saved Digital Prospect?
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
My Effort/Value Journey: Lloyds
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
Selecting a tool-set
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
Intelligent Integrations
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
UK Experience Excellence 2015
Sexy white goods
• Value
• Re-Educate
• Proactive
• Game-changing
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
UK Experience Excellence 2015
Friendly face of Financial Services
“With exceptionally
high Personalisation
scores, customers of
Skipton are made to
feel that each
interaction is tailored
specifically for them.
The net result is that
their customers feel
valued and cared
for.”
• Value
• Personalisation
• Secure and Trusted
• Autonomy and tools
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
UK Experience Excellence 2015
Friendly face of Financial Services
• Personalisation and the Customer Journey
• CSAT and Financial Performance
• Brand Promise and The Moment of Truth
• Tools, Context and Autonomy for Agents
©2015 Interactive IntelligenceInc. All Rights Reserved.
#InteractUK
Thank You.
Resources
Thank You.
KPMG Nunwood: 2015 Customer Experience Excellence Centre
The Times, Raconteur: Customer Experience and Loyalty
Forbes: Dynamic Pricing
Empathyce Blog: Gerry Angrave
The Economist: The numbers don’t stack up
#InteractUK©2015 Interactive IntelligenceInc. All Rights Reserved.

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Leon Stafford Shard Presentation

  • 1. Discover. Connect. Inspire. #InteractUK ©2015 Interactive IntelligenceInc. All Rights Reserved. How to Delight your Customers Leon Stafford, Financial Services TM The Omni Channel Customer Experience
  • 2. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK Customer Journey is GA • Tech-Savvy Customer 3.0 is social, connected, informed, unforgiving… • Most purchases include some form of digital journey • Convenience and ease of use ahead of cost-saving • Customer Experience impacts the bottom-line: – CSAT Fund – Ryanair ‘Always Getting Better’ “The two big initiatives for 2015 are customer journey mapping and personalisation, putting technology in the driving seat…”Ed Thompson, Gartner
  • 3. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK The value of OmniChannel Success for those that execute…
  • 4. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK The value of OmniChannel What we exchange for convenience and ease… • Differentiation • Knowledge/Education • Scalability • Dynamic Pricing “Amazon changes its prices every 10 minutes based on the data it collects in real time.” Econsultancy, Forbes
  • 5. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK A Tale of Two Mortgages Or, A Disjointed Digital Diversion… a cautionary tale >£12,000
  • 6. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK Good Digital Journey
  • 7. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK The wheels are coming off…
  • 8. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK My Effort/Value Journey: YBS
  • 9. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK What cost a saved Digital Prospect?
  • 10. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK My Effort/Value Journey: Lloyds
  • 11. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK Selecting a tool-set
  • 12. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK Intelligent Integrations
  • 13. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK UK Experience Excellence 2015 Sexy white goods • Value • Re-Educate • Proactive • Game-changing
  • 14. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK UK Experience Excellence 2015 Friendly face of Financial Services “With exceptionally high Personalisation scores, customers of Skipton are made to feel that each interaction is tailored specifically for them. The net result is that their customers feel valued and cared for.” • Value • Personalisation • Secure and Trusted • Autonomy and tools
  • 15. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK UK Experience Excellence 2015 Friendly face of Financial Services • Personalisation and the Customer Journey • CSAT and Financial Performance • Brand Promise and The Moment of Truth • Tools, Context and Autonomy for Agents
  • 16. ©2015 Interactive IntelligenceInc. All Rights Reserved. #InteractUK Thank You. Resources Thank You. KPMG Nunwood: 2015 Customer Experience Excellence Centre The Times, Raconteur: Customer Experience and Loyalty Forbes: Dynamic Pricing Empathyce Blog: Gerry Angrave The Economist: The numbers don’t stack up

Editor's Notes

  1. It is a universal truth, increasingly understood, that a brand is not what a company says it is, but what its customers feel it is. A brand is no longer a marketing confection, sustained by persuasive advertising. Rather, a brand is what a brand does. It is what customers experience.