The Firstsource analytics solution helped the company uncover customer insights, apply them to improve their complaints handling process, and increase NPS.
Firstsource’s proprietary customer intelligence solution doubled the success of cross-selling across product categories during non-sales conversations.
Wanted to know about how lean operations and lean startup can apply to banks and other financial services? How to improve your customer service, business productivity and employee engagement around continuous improvement?
This is a taster only, for the full menu, please contact us.
How Technology and Ecommerce Are Changing The Face Of Small BusinessesMantis Funding LLC
Like everything else, the face is always changing too. External factors such as public policies, marketing, technology and funding from companies like Mantis funding can influence and affect business operations.
Firstsource’s proprietary customer intelligence solution doubled the success of cross-selling across product categories during non-sales conversations.
Wanted to know about how lean operations and lean startup can apply to banks and other financial services? How to improve your customer service, business productivity and employee engagement around continuous improvement?
This is a taster only, for the full menu, please contact us.
How Technology and Ecommerce Are Changing The Face Of Small BusinessesMantis Funding LLC
Like everything else, the face is always changing too. External factors such as public policies, marketing, technology and funding from companies like Mantis funding can influence and affect business operations.
SFO Consultants is a boutique transformational consulting firm focused on delivering Business Strategy and Operational Excellence advisory services to Community Financial Services including Community Banks, Regional Banks and Credit Unions.
Seizing the regulatory opportunity: A Deloitte perspective on how financial i...Deloitte Canada
Financial institutions that look for opportunities in compliance rather than resign themselves to it can position themselves ahead of the competition. The energy they put into understanding the impact of new regulations on their businesses, customers and risks can be used to drive operational changes.
Why Your Customer HealthScore is Useless and How to Overcome ItBoaz S. Maor
Customer Health Score (CHS) is a common and helpful metric for Customer Success Managers (CSM). But, it is insufficient to address opportunities and challenges with your customers. Why? Because it focuses on the vendor-customer relationship and fails to assess the maturity of the customer in running their business.
This is why Ralf Wiggten and I recently coined the term Customer Maturity Index (CMI) and developed a methodology for its calculation. Combining CMI with CHS provides the clarity needed for effective playbooks to maximize both the customer’s success and yours from the relationship.
This presentation explores the short-comings of common Customer Health Scores, provides the case for Customer Maturity Index, details a suggested methodology for CMI development within a company and provides practical tools for such development.
The Experience of Online Distribution Elsewhere in the WorldKevin Pledge
Session 7 from Acceptiv Online Distribution Conference Sept 2017
Some say North America is at least 5 years behind the UK when it comes to online distribution. Is this true, and what lesson can we learn from the UK and other countries?
Regaining the trust of HNW and UHNW investors with advice: independence, obje...Scorpio Partnership
Presentation by Sebastian Dovey, Managing Partner of Scorpio Partnership, global leaders in supplying financial research, world wealth reports and HNW insight to the wealth management industry.
The results of our employee benefits survey. Are you providing benefits to attract, retain and engage employees? Info which will help companies benchmark themselves within the sector and against companies of a similar size. www.spherelondon.co.uk
A medelius bai article_no-nonsense branch of future_2015Augusto Medelius
Financial institutions are often tempted to adopt what other institutions do, without careful consideration whether such actions are best to impact the target market and leverage the organization's own assets and resources. Many institutions engage in expensive efforts to modernize branches, with unclear results and payoff.
The challenge is that many institutions lack formal criteria to approach change, which requires answering three questions: what do you want to achieve (for example, reduce costs or drive sales), what are your target market wants/needs (such as faster transactions or easy access to capable personnel) and what can you do well, taking into account budgets, management, internal culture and capabilities? As these answers emerge, the right approaches can then be defined and deployed.
This article shows how the industry is evolving, what challenges it is facing, and what opportunities exist to deploy viable approaches to optimize performance and drive market impact.
Futurewealth 2015: Hanging in the Balance - Conversations with the FuturewealthyScorpio Partnership
In part 2 of Futurewealth 2015, we explore how HNW clients feel about the interactions they have with relationship managers. We ask the Futurewealthy about the communications they have with their wealth management firm; who do they want to hear from, when and about what.
Learn why accountants should leverage the power of a Payroll Business and how generational perspectives can influence your approach to business growth.
As the struggle to attract and retain employees intensified over the last few years the focus has shifted to the comprehensive benefits offering as a key differentiator for global companies.
This webinar deck will help you:
Gain insights into building your own global benefits strategy.
Find out what you need to consider before putting together a benefits strategy and how to ensure its success.
Learn from our global clients' experience of creating efficient global strategies.
If payroll takes up too much of your time…
If keeping on top of deductions and tax payments stresses you out…
If you’ve had problems with late or incorrect payroll…
…we need to talk.
Payroll is fundamental for every business, but it can get in the way of the bigger picture stuff.
We think there’s a better way to do it, with the help of the people who have made smarter small business payroll and HR their number one priority.
So you can get on with you do best, and get the benefit of:
• The best payroll guidance
• Easy-to-use technology
• Rock-solid compliance
• Payroll support 24/7/365
We need to talk about payroll.
Harness the Power of Speech Analytics for Benefits across FunctionsUniphore
This presentation details on how Speech Analytics goes beyond contact centers to drive performance across functions through compelling business insights.
SFO Consultants is a boutique transformational consulting firm focused on delivering Business Strategy and Operational Excellence advisory services to Community Financial Services including Community Banks, Regional Banks and Credit Unions.
Seizing the regulatory opportunity: A Deloitte perspective on how financial i...Deloitte Canada
Financial institutions that look for opportunities in compliance rather than resign themselves to it can position themselves ahead of the competition. The energy they put into understanding the impact of new regulations on their businesses, customers and risks can be used to drive operational changes.
Why Your Customer HealthScore is Useless and How to Overcome ItBoaz S. Maor
Customer Health Score (CHS) is a common and helpful metric for Customer Success Managers (CSM). But, it is insufficient to address opportunities and challenges with your customers. Why? Because it focuses on the vendor-customer relationship and fails to assess the maturity of the customer in running their business.
This is why Ralf Wiggten and I recently coined the term Customer Maturity Index (CMI) and developed a methodology for its calculation. Combining CMI with CHS provides the clarity needed for effective playbooks to maximize both the customer’s success and yours from the relationship.
This presentation explores the short-comings of common Customer Health Scores, provides the case for Customer Maturity Index, details a suggested methodology for CMI development within a company and provides practical tools for such development.
The Experience of Online Distribution Elsewhere in the WorldKevin Pledge
Session 7 from Acceptiv Online Distribution Conference Sept 2017
Some say North America is at least 5 years behind the UK when it comes to online distribution. Is this true, and what lesson can we learn from the UK and other countries?
Regaining the trust of HNW and UHNW investors with advice: independence, obje...Scorpio Partnership
Presentation by Sebastian Dovey, Managing Partner of Scorpio Partnership, global leaders in supplying financial research, world wealth reports and HNW insight to the wealth management industry.
The results of our employee benefits survey. Are you providing benefits to attract, retain and engage employees? Info which will help companies benchmark themselves within the sector and against companies of a similar size. www.spherelondon.co.uk
A medelius bai article_no-nonsense branch of future_2015Augusto Medelius
Financial institutions are often tempted to adopt what other institutions do, without careful consideration whether such actions are best to impact the target market and leverage the organization's own assets and resources. Many institutions engage in expensive efforts to modernize branches, with unclear results and payoff.
The challenge is that many institutions lack formal criteria to approach change, which requires answering three questions: what do you want to achieve (for example, reduce costs or drive sales), what are your target market wants/needs (such as faster transactions or easy access to capable personnel) and what can you do well, taking into account budgets, management, internal culture and capabilities? As these answers emerge, the right approaches can then be defined and deployed.
This article shows how the industry is evolving, what challenges it is facing, and what opportunities exist to deploy viable approaches to optimize performance and drive market impact.
Futurewealth 2015: Hanging in the Balance - Conversations with the FuturewealthyScorpio Partnership
In part 2 of Futurewealth 2015, we explore how HNW clients feel about the interactions they have with relationship managers. We ask the Futurewealthy about the communications they have with their wealth management firm; who do they want to hear from, when and about what.
Learn why accountants should leverage the power of a Payroll Business and how generational perspectives can influence your approach to business growth.
As the struggle to attract and retain employees intensified over the last few years the focus has shifted to the comprehensive benefits offering as a key differentiator for global companies.
This webinar deck will help you:
Gain insights into building your own global benefits strategy.
Find out what you need to consider before putting together a benefits strategy and how to ensure its success.
Learn from our global clients' experience of creating efficient global strategies.
If payroll takes up too much of your time…
If keeping on top of deductions and tax payments stresses you out…
If you’ve had problems with late or incorrect payroll…
…we need to talk.
Payroll is fundamental for every business, but it can get in the way of the bigger picture stuff.
We think there’s a better way to do it, with the help of the people who have made smarter small business payroll and HR their number one priority.
So you can get on with you do best, and get the benefit of:
• The best payroll guidance
• Easy-to-use technology
• Rock-solid compliance
• Payroll support 24/7/365
We need to talk about payroll.
Harness the Power of Speech Analytics for Benefits across FunctionsUniphore
This presentation details on how Speech Analytics goes beyond contact centers to drive performance across functions through compelling business insights.
How do companies improve their first call resolution? New research by The Ascent Group shares first call resolution best practices and measurement techniques.
Firstsource transformative solutions across three pillars - the client’s technology, processes and people - ensured 32% guaranteed cost savings over five years.
Customer Contact Center Best Practices and Considerations White PaperDATAMARK
Best practices and considerations for implementing customer contact centers, including inbound and outbound phone, email and social media customer engagement.
New Ways to Integrate Intelligent Voice Broadcasting Into Your Marketing and ...DialogTech
When you hear the term “voice broadcasting,” you may think of an automated phone message from your kids’ soccer coach reminding you of practice next week or a boring marketing blast. Most people think of voice broadcasting as an impersonal, inflexible message that doesn’t give the recipient the option to ask questions, reschedule, or connect with a real person. But voice broadcasting is more than a simple recorded phone message; it’s an interactive customer notification tool.
Today marketing and sales professionals are using intelligent voice broadcasts to cut costs, save time, and generate leads and revenue. They have become an effective strategy for improving customer engagement and satisfaction.
This white paper explains how marketing and sales professionals are using intelligent voice broadcasting today. It presents specific use cases on how voice broadcasting can increase revenue and improve customer communications. It also discusses how voice-based marketing automation technologies are making it easy for marketers and salespeople to implement intelligent voice broadcasting.
Humanize Your Brand: Drive Employee and Customer Satisfaction with SLAsAggregage
Let's start making tech serve us rather than be a substitute for us. Let's empower our employees and give them the tools and strategies that will make even the angriest customer a loyal customer. Join John Goodman, Vice Chairman of Customer Care Measurement and Consulting and author of Customer Experience 3.0, and master customer rage for an insightful webinar on Wednesday, September 23, 2020.
Transamerica’s innovative Customer Enrichment Programs blend impactful incentives, rewards and offers with relevant protection benefits to drive customer behavior and increase loyalty from consumers to their clients. One of the methodologies employed by TLP to deliver services to their customers is in the use of Customer Engagement Centers in coordination with their defined marketing processes across multiple languages.
In order to maximize efficiencies selected vendors are expected to provide coverage across blended technology engagement platforms. Employing a defined outbound voice marketing campaign in connection with outside direct marketing efforts designed to drive inbound voice contacts to a team of agents we are able to fully utilize each resource.
The first response team is able to manage the full sales cycle on all non-insurance products within the offered mix. In addition to their primary responsibility they are also able to initialize interest in many cases in an offered insurance product which will be transferred to a team of licensed agents to finalize the sales cycle.
Vendors managing insurance products on behalf of TLP are required to go through an extensive licensing and training process to ensure that all areas of compliance are understood and adhered to.
http://goldengatebpo.com/licensed-insurance-services/
Everyone is talking about business transformation success and benefits. But what you really want are honest opinions on what can go wrong!
One Head of Strategic Finance told us this about leading transformation:
“Something I learned is, let’s get the timelines, bump them up five times, and maybe we are approximating reality”.
Want more frank, little nuggets of wisdom from transformation leaders who’ve been there, done that? Just click through our SlideShare.
Amid a globally uncertain business environment and heightened regulatory scrutiny, banks, FinTechs, and other lenders are facing relentless pressure to improve debt collections, without escalating recovery costs and time.
AI and automation have a powerful benefit for both FinTechs and their customers.
Learn how Firstsource totally revamped Memorial Regional Health hospital’s Revenue Cycle system. Leveraging advanced tech and best practices in RCM resulted in a 30% decrease in accounts receivable days and a 65% increase in cash collected.
See how Intelligent Automation combined with an empathetic, problem-solving approach to Receivables Management helped a luxury automobile manufacturer recover a $4M auto lease debt within a year while continuing to build brand loyalty.
Clinical Trials play an essential role in the development of life-saving medication. However, the recruitment of volunteer patients is a complex and challenging task.
Read how our digital-first solution helped a private-equity-owned clinical trial organization in recruiting 14,500 volunteers for accelerating the process for a COVID vaccine - with a 43% lower cost of acquisition.
Firstsource's Patient Engagement and Revenue Cycle Management solutions combine Intelligent Automation and the human touch to streamline and simplify front-end patient experiences as well as your back-end processes.
Provide patients with a transparent and efficient healthcare journey to give them peace of mind about their financial responsibility and strengthen your hospital’s bottom line.
Digitally savvy customers expect seamless omnichannel engagement across the consumer lifecycle. Firstsource’s Digitally Empowered Contact Center (DECC) is specifically designed to help BNPL companies meet evolving consumer expectations – across identification, acquisition, onboarding, support and growth.
It blends next-gen technologies such as cloud, AI and analytics with the human touch, offering end-to-end customer support.
Burgeoning administrative expenses continue to burden the US healthcare system. A typical Health Plan mailroom receives 120,000 pieces of mail every month. An error rate of just 1% means that 1,200 pieces will be lost, misidentified, or mishandled each month.
This paper highlights how Digital Intake can help Health Plans move beyond traditional mailrooms and streamline processes through technologies including RPA, OCR, ML and NLP.
Mortgage servicing is a high-cost, manually intensive process, and the increasingly small margins mean lenders struggle to find the capital needed to fully embrace the digital era.
In this research, HFS highlights how outsourcing can be a gateway to innovation and the adoption of emerging technologies — and revolutionize mortgage servicing.
Learn how ‘Collections of the Future’ puts forward a model with digital levers — to transform creditor/consumer debt engagement for supercharging the collections experience. Customers are happier, returns are stronger and operating costs get slashed.
A leading British retail bank was planning a critical tech migration from their legacy system to a new platform. To offer customers the support they might need during the transition, Firstsource was asked to provide a contingency contact center of 270 Full Time Employees (FTEs) for four months to boost the client’s own telephone banking team of 1,000.
With fintech sweeping across financial services and disrupting long-standing business models, one ponders: what makes for successful fintech? This guide explores the logic behind a business model approach to fintech and uses debt collection as a business example.
Firstsource helped the a leading US mortgage provider to automate high volume, repetitive tasks in its loan set-up, guaranteeing complete data accuracy and improving agent productivity by 250%.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
The key differences between the MDR and IVDR in the EUAllensmith572606
In the European Union (EU), two significant regulations have been introduced to enhance the safety and effectiveness of medical devices – the In Vitro Diagnostic Regulation (IVDR) and the Medical Device Regulation (MDR).
https://mavenprofserv.com/comparison-and-highlighting-of-the-key-differences-between-the-mdr-and-ivdr-in-the-eu/
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.