The document discusses Sanlam's efforts to improve member engagement through a digital journey and personalized communications. It outlines three phases of Sanlam's journey: phase 1 involved discovering where members got stuck in the journey, phase 2 refined the journey based on insights and saw improved engagement rates, and phase 3 aims to manage the member lifecycle journey through education and encourage increased contributions over time using AI and hyper-personalization. The goal is to strengthen member relationships from employment through retirement.
The document discusses creating a great customer experience during the loan implementation process. It emphasizes that the implementation stage is when customers see how their loan application is handled and their experience is put to the test. It provides tips for creating a strong customer experience strategy, including understanding customer preferences, defining touchpoints in the customer journey, ensuring consistency, gathering feedback, and leveraging technology to improve communication.
Building a profitable onboarding programDoxim Inc.
1) Effective onboarding programs focus on engaging customers in the first 3 months through digitizing account opening, building loyalty, and targeted offers.
2) Onboarding success is achieved through a 3 phase process: account opening, building loyalty in the first 3 weeks, and value-added communications and offers in the first 3 months.
3) Data-driven customer segmentation and personalized cross-selling based on individual customer needs uncovered during onboarding are key to increasing customer satisfaction, products per household, and lifetime value.
SigmaIT Softwares is one of the best software development company in lucknow, we provide 360 degree software solutions in lucknow or india. SigmaIT Software announced our , india because we are dedicated to give you top class software service in lucknow, india. SIGMAIT SOFTWARE Is An ISO 9001:2015 Certified Software Development Company In Lucknow That Works In A Flexible Environment For Best Software Development Service In Lucknow Process, Adjusting As Per Our Customer's Requirements. Quality Work Is A Prerequisite For Every Task We Undertake At Sigma Software As We Consider That "Every Day Counts". And Why Not; We Know That Good Jobs Always Bring New Clients.
Our second #SocialBreakfast at Your Social Agency about social care and customer centric strategies.
How to turn your business socially matured. This was the topic of our social breakfast workshop where banks, insurances, FMCG, retail and real estate participated presented by Victor Madueno and Your Social agency. Maturity models help businesses plan their digital transformation within digital and social, by applying new business and organisational models.
Your Social is a strategic and creative social agency, with offices in Breda (NL) and Dubai (UAE) part of Oxyma Group.
Building Customer Loyalty Through Brand-Infused Journeys | Sanlam & inQubaAntony Adelaar
Discover How Sanlam Improved Customer Loyalty & Portal Registration
In this 2nd part of the series, called 'Building Customer Loyalty Through Brand-Infused Journeys (Sanlam)', discover how Sanlam achieved the following:
- A 200% increase in customer engagement
- A 31% boost in portal registration
- 46% registration following specific nudges
- Improvements in overall customer satisfaction
This webinar series examines how digital executives are driving hard revenue metrics and great experiences at every step of the customer journey.
Executive panelists:
Tebogo Legodi (Sanlam Corporate: Digital Lead)
Michael Renzon (inQuba CEO & Co-founder)
All content here: https://www.inquba.com/digital-journey-roi-now-webinar-series/
This two-day workshop focuses on measuring customer satisfaction and complaint handling. On day one, participants will learn how to design successful customer satisfaction surveys to understand customer needs, launch surveys, analyze results, and track key performance indicators. They will also create a strategic action plan based on customer insights. Day two focuses on complaint management, diagnosing drivers of loyalty and defection, and developing voice of customer programs. Participants will gain skills to increase customer satisfaction and retention through applying customer insights. The facilitator has extensive experience helping companies improve satisfaction scores and reduce churn through survey programs and strategic planning.
Employee referrals have proven to be one of the top ways for organizations to acquire top talent. Benefits of an Employee Referral Program (ERP)
Whether your organization is tuning up or just beginning to put an employee referral program in place, here are a few important keys to success to help launch and promote your employee referral program (ERP).
The document discusses creating a great customer experience during the loan implementation process. It emphasizes that the implementation stage is when customers see how their loan application is handled and their experience is put to the test. It provides tips for creating a strong customer experience strategy, including understanding customer preferences, defining touchpoints in the customer journey, ensuring consistency, gathering feedback, and leveraging technology to improve communication.
Building a profitable onboarding programDoxim Inc.
1) Effective onboarding programs focus on engaging customers in the first 3 months through digitizing account opening, building loyalty, and targeted offers.
2) Onboarding success is achieved through a 3 phase process: account opening, building loyalty in the first 3 weeks, and value-added communications and offers in the first 3 months.
3) Data-driven customer segmentation and personalized cross-selling based on individual customer needs uncovered during onboarding are key to increasing customer satisfaction, products per household, and lifetime value.
SigmaIT Softwares is one of the best software development company in lucknow, we provide 360 degree software solutions in lucknow or india. SigmaIT Software announced our , india because we are dedicated to give you top class software service in lucknow, india. SIGMAIT SOFTWARE Is An ISO 9001:2015 Certified Software Development Company In Lucknow That Works In A Flexible Environment For Best Software Development Service In Lucknow Process, Adjusting As Per Our Customer's Requirements. Quality Work Is A Prerequisite For Every Task We Undertake At Sigma Software As We Consider That "Every Day Counts". And Why Not; We Know That Good Jobs Always Bring New Clients.
Our second #SocialBreakfast at Your Social Agency about social care and customer centric strategies.
How to turn your business socially matured. This was the topic of our social breakfast workshop where banks, insurances, FMCG, retail and real estate participated presented by Victor Madueno and Your Social agency. Maturity models help businesses plan their digital transformation within digital and social, by applying new business and organisational models.
Your Social is a strategic and creative social agency, with offices in Breda (NL) and Dubai (UAE) part of Oxyma Group.
Building Customer Loyalty Through Brand-Infused Journeys | Sanlam & inQubaAntony Adelaar
Discover How Sanlam Improved Customer Loyalty & Portal Registration
In this 2nd part of the series, called 'Building Customer Loyalty Through Brand-Infused Journeys (Sanlam)', discover how Sanlam achieved the following:
- A 200% increase in customer engagement
- A 31% boost in portal registration
- 46% registration following specific nudges
- Improvements in overall customer satisfaction
This webinar series examines how digital executives are driving hard revenue metrics and great experiences at every step of the customer journey.
Executive panelists:
Tebogo Legodi (Sanlam Corporate: Digital Lead)
Michael Renzon (inQuba CEO & Co-founder)
All content here: https://www.inquba.com/digital-journey-roi-now-webinar-series/
This two-day workshop focuses on measuring customer satisfaction and complaint handling. On day one, participants will learn how to design successful customer satisfaction surveys to understand customer needs, launch surveys, analyze results, and track key performance indicators. They will also create a strategic action plan based on customer insights. Day two focuses on complaint management, diagnosing drivers of loyalty and defection, and developing voice of customer programs. Participants will gain skills to increase customer satisfaction and retention through applying customer insights. The facilitator has extensive experience helping companies improve satisfaction scores and reduce churn through survey programs and strategic planning.
Employee referrals have proven to be one of the top ways for organizations to acquire top talent. Benefits of an Employee Referral Program (ERP)
Whether your organization is tuning up or just beginning to put an employee referral program in place, here are a few important keys to success to help launch and promote your employee referral program (ERP).
Pure Progression: Optimising Email - November 2016Pure360
The document provides an agenda and objectives for a session on optimizing email. The session aims to help attendees understand email maturity models, psychology of email, and best practices for email design and content. The agenda includes introductions, discussions on what makes a good email and email psychology, breaks for activities, and inspiration from top-performing emails. The objectives are to improve email results, understand email psychology, learn how to optimize emails, and come away with actions to improve campaigns.
Digital Marketing Agency SM3 provides various digital marketing services like SEO, web development, social media marketing, and content creation to help companies increase their online presence and sales. It has a team of over 30 marketing and IT professionals with over 15 years of combined experience. Some of its existing clients include Mandiraa Entertainment, JD Diamonds, Mooshfit, and Piramal Realty for projects like app development, content creation, video production, and lead generation. The company follows a sales process that includes market research, identifying target audiences and customer pain points, developing strategies, and segmenting leads through different stages of the marketing funnel. It has various departments like social media, content, HR, finance, IT, and project
How to Unleash the Hidden Value of a Best Practices Voice of the Customer Pro...Gainsight
Your customer base is a constant feedback generating engine. That information is pure gold to any type of business, but especially recurring revenue companies. Unfortunately, it’s lost in the ether when you don’t have a systematic way to capture that feedback, transform it into insights, actualize those insights, and realize the value from the customer.
We call that infinite feedback loop the Voice of the Customer (VoC).
In this webinar, you’ll learn several actionable tips and tricks to spin up a world-class VoC program, as well as what common pitfalls to avoid along the way. Join Waypoint Group Founder and Principal Steve Bernstein and Gainsight Director of Product Marketing Ganesh Subramanian as they explore what makes VoC so valuable and how you can drive that value in your organization.
The Brave New Voices in the Boardroom (& Why They’re Talking About Customer ...Antony Adelaar
The current business environment, plagued by labor shortages, worsening customer care and budget cuts, have resulted in multi-disciplinary leaders who are approaching everything in a new way.
In this webinar we discussed some of these businesses that have seen amazing results in tough times, such as:
- A 34% improvement in digital onboarding
- A 96% increase in customer conversion
- A 200% increase in customer engagement
All content here: https://www.inquba.com/brave-new-voices-in-the-boardroom-inquba-webinar/
Oct Workshop by LMG --- Achieving breakthrough Service [Oct 08, 2013]Learning Minds Group
This document advertises a customer service training program hosted by Learning Minds Group. The program will teach employees practical techniques for providing quality customer service. It will cover topics such as handling difficult customers, building rapport, resolving complaints, and communicating effectively. The one-day program costs 7,900 PKR per participant and will be led by instructor Sahib Karim, who has over seven years of experience in customer service management. Interested individuals should register by email or phone.
White Dog Consulting Project: This was a project for a major utility preparing for deregulation by marketing its own deregulated division prior to the laws going into effect. This projects goal was to generate response and capture ‘genuine’ interest in Company’s solutions, Company will offer an incentive to qualified/targeted prospects via personalized email, SEO/SEM offers, and prospecting calls - James Newbill
This document outlines the process for conducting a customer experience audit. It involves diagnosing the current customer experience through interviews, surveys, and observations. The customer journey is then mapped from the customer's perspective to identify gaps between channels. Insights are provided on what needs to be improved. Finally, an improvement plan is created to fill the gaps and provide a unified customer experience across touchpoints. The audit typically takes 2-12 weeks depending on the scope of the client organization. Case studies demonstrate how the process has driven brand loyalty and a 360-degree view of the customer.
Today’s customers are always on, and always interacting. They’ve embraced cloud, social, mobile, and connected products, and they expect the companies with whom they do business to communicate with them when, where, and how they prefer. That's why now is the time to take your digital marketing campaigns to the next level. The first step is acquiring new subscribers—so you can continue the conversation, begin building new relationships, and maximize your return on marketing investment.
Register for future webinars in the The Future is Now Webinar Series: pages.exacttarget.com/thefutureisnow
Evolution not Revolution - Simplify Your Digital Strategy for Closer Relation...marketingfinder.co.uk
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem. More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This webinar explores why it isn’t necessary to reinvent the wheel when it comes to digital. By simply taking a step back and incorporating key elements into your marketing, you can easily gain valuable insight into your customers, transforming your business into a digital powerhouse.
Evolution not Revolution - Simplify Your Digital Strategy For Closer Relation...ClearPeople
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem from.
More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This presentation seeks to educate the audience that digital is an inherent extension of the traditional communications we have been using for many years and it is not necessary to reinvent the wheel when it comes to your digital strategy. You simply have to take a step back, identify you’re your customers need and understand that you can use technology to solve your customer’s problems.
The document discusses customer journey mapping as the starting point for any customer experience program. It provides an overview of the customer journey mapping process, which involves:
1) Understanding the customer experience better through additional research and stakeholder interviews.
2) Creating a customer journey framework that maps the customer experience and identifies minimum standards and key performance indicators.
3) Developing an action plan and roadmap to improve the customer experience by addressing gaps between the current and desired customer journey.
The customer journey mapping process results in a framework that describes the customer experience, interpretations for key customer personas, and a plan to improve the experience over time.
You’ve closed the sale, landed a new client, and received the signed contract — but then what? How do you onboard new clients to ensure everyone is on the same page, you have all the information you need, and clients feel the value in your services before even getting started?
This presentation, will explore how to create your own onboarding system for new clients and you will:
— Get a first-hand look at a successful new client onboarding process.
— Learn how to set crystal clear expectations and boundaries with clients.
— Uncover the secret to blowing your clients away with value before you even start the work you were hired for and turning them into lucrative referral sources
— Discover how to scale yourself, save time, and increase profits by adding an onboarding system to your business.
Are you a designer, developer, or agency owner who doesn't have time to create and automate your own onboarding system? Check out http://profitableprojectplan.com
The document is a module for a course on customer analytics. It covers lessons on mapping the customer journey, determining brand awareness and attitudes. It discusses topics like defining the customer journey, creating customer journey maps, measuring aided and unaided brand awareness, and measuring brand attitudes. The module provides learning materials and outlines activities for students to understand customer analytics concepts and measurement techniques.
Learn from Ethan Chazin business coach and growth strategist how to implement a new customer on-boarding program that creates maximum happiness and lifetime value.
The challenges of the financial industry are limitless. Being in this volatile industry you’ve got to ensure that your sales and marketing reps are always on their toes. An integrated sales and marketing platform for your marketing-sales activities, means that you have access to extensive data about your prospects and clients in real time.
Using this data you can reach out to more prospects and engage them in effective one-to-one communication. With brand compliance integral to the system, you and your channels can create, customize or share your marketing and sales assets without any fear of brand distortion.
Internship Report by Md. Mizanur Rahman-Id No.08304083numan_bu
The document is an internship report submitted by Md. Mizanur Rahman to fulfill the requirements of his BBA program at BRAC University. The report analyzes the customer satisfaction levels and operating processes of City Brokerage Limited's Nikunja branch, where Rahman completed his internship. It includes an introduction outlining the report's objectives and methodology, a chapter on the company overview, and findings from Rahman's analysis of customer survey data and observations of branch operations.
Leveraging Client Experience to Create Raving FansRich Bracken
Tips on How to Optimize Your Client Engagement in an extremely competitive landscape, how can you develop a strategy of differentiation without battling it out on cost? You deliver an ideal client experience. With the creation of the ultimate client experience, you can separate yourself from the log jam of competitors while also creating a roster of clients who will sing your praises in the marketplace. Through this enhancement, you will also create a culture of pride and positivity in your firm.
In this presentation, Rich will walk the audience through:
-Tips to optimize client engagement
-The identification of current status vs. ideal status of your client experience
-How to implement internal strategies to build a new culture of excellence in your company
The document summarizes an inbound marketing technology summit. It discusses how marketing has changed with the rise of digital media and how most businesses still use outdated marketing methods. It then provides an overview of inbound marketing and how it works using content and automation tools to attract and nurture leads. The document includes examples of how to map content to the buyer's journey and set up lead nurturing workflows with targeted emails to improve conversion rates.
Vishwanath Naik is seeking a new position and provides his resume and qualifications. He has over 5 years of experience as a Process Executive and Process Specialist at Infosys BPO, where he handled escalations, audits, training, and ensured teams met targets. Naik has strong communication, leadership, and problem-solving skills. He is proficient in Service Contract Management processes like contract creation and termination. Naik holds a Bachelor's degree in Journalism and a Master's in Electronic Media. He is looking to contribute his skills and help companies grow.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Pure Progression: Optimising Email - November 2016Pure360
The document provides an agenda and objectives for a session on optimizing email. The session aims to help attendees understand email maturity models, psychology of email, and best practices for email design and content. The agenda includes introductions, discussions on what makes a good email and email psychology, breaks for activities, and inspiration from top-performing emails. The objectives are to improve email results, understand email psychology, learn how to optimize emails, and come away with actions to improve campaigns.
Digital Marketing Agency SM3 provides various digital marketing services like SEO, web development, social media marketing, and content creation to help companies increase their online presence and sales. It has a team of over 30 marketing and IT professionals with over 15 years of combined experience. Some of its existing clients include Mandiraa Entertainment, JD Diamonds, Mooshfit, and Piramal Realty for projects like app development, content creation, video production, and lead generation. The company follows a sales process that includes market research, identifying target audiences and customer pain points, developing strategies, and segmenting leads through different stages of the marketing funnel. It has various departments like social media, content, HR, finance, IT, and project
How to Unleash the Hidden Value of a Best Practices Voice of the Customer Pro...Gainsight
Your customer base is a constant feedback generating engine. That information is pure gold to any type of business, but especially recurring revenue companies. Unfortunately, it’s lost in the ether when you don’t have a systematic way to capture that feedback, transform it into insights, actualize those insights, and realize the value from the customer.
We call that infinite feedback loop the Voice of the Customer (VoC).
In this webinar, you’ll learn several actionable tips and tricks to spin up a world-class VoC program, as well as what common pitfalls to avoid along the way. Join Waypoint Group Founder and Principal Steve Bernstein and Gainsight Director of Product Marketing Ganesh Subramanian as they explore what makes VoC so valuable and how you can drive that value in your organization.
The Brave New Voices in the Boardroom (& Why They’re Talking About Customer ...Antony Adelaar
The current business environment, plagued by labor shortages, worsening customer care and budget cuts, have resulted in multi-disciplinary leaders who are approaching everything in a new way.
In this webinar we discussed some of these businesses that have seen amazing results in tough times, such as:
- A 34% improvement in digital onboarding
- A 96% increase in customer conversion
- A 200% increase in customer engagement
All content here: https://www.inquba.com/brave-new-voices-in-the-boardroom-inquba-webinar/
Oct Workshop by LMG --- Achieving breakthrough Service [Oct 08, 2013]Learning Minds Group
This document advertises a customer service training program hosted by Learning Minds Group. The program will teach employees practical techniques for providing quality customer service. It will cover topics such as handling difficult customers, building rapport, resolving complaints, and communicating effectively. The one-day program costs 7,900 PKR per participant and will be led by instructor Sahib Karim, who has over seven years of experience in customer service management. Interested individuals should register by email or phone.
White Dog Consulting Project: This was a project for a major utility preparing for deregulation by marketing its own deregulated division prior to the laws going into effect. This projects goal was to generate response and capture ‘genuine’ interest in Company’s solutions, Company will offer an incentive to qualified/targeted prospects via personalized email, SEO/SEM offers, and prospecting calls - James Newbill
This document outlines the process for conducting a customer experience audit. It involves diagnosing the current customer experience through interviews, surveys, and observations. The customer journey is then mapped from the customer's perspective to identify gaps between channels. Insights are provided on what needs to be improved. Finally, an improvement plan is created to fill the gaps and provide a unified customer experience across touchpoints. The audit typically takes 2-12 weeks depending on the scope of the client organization. Case studies demonstrate how the process has driven brand loyalty and a 360-degree view of the customer.
Today’s customers are always on, and always interacting. They’ve embraced cloud, social, mobile, and connected products, and they expect the companies with whom they do business to communicate with them when, where, and how they prefer. That's why now is the time to take your digital marketing campaigns to the next level. The first step is acquiring new subscribers—so you can continue the conversation, begin building new relationships, and maximize your return on marketing investment.
Register for future webinars in the The Future is Now Webinar Series: pages.exacttarget.com/thefutureisnow
Evolution not Revolution - Simplify Your Digital Strategy for Closer Relation...marketingfinder.co.uk
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem. More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This webinar explores why it isn’t necessary to reinvent the wheel when it comes to digital. By simply taking a step back and incorporating key elements into your marketing, you can easily gain valuable insight into your customers, transforming your business into a digital powerhouse.
Evolution not Revolution - Simplify Your Digital Strategy For Closer Relation...ClearPeople
Organisations now recognise the importance of digital in their communications strategy, seeing it not as just another tool in the marketing mix, but a fundamental channel from which all their communications should stem from.
More and more companies are therefore seeking to revolutionise their digital marketing strategy, investing heavily in new systems and whole teams to help their marketing efforts move forward into the future.
This presentation seeks to educate the audience that digital is an inherent extension of the traditional communications we have been using for many years and it is not necessary to reinvent the wheel when it comes to your digital strategy. You simply have to take a step back, identify you’re your customers need and understand that you can use technology to solve your customer’s problems.
The document discusses customer journey mapping as the starting point for any customer experience program. It provides an overview of the customer journey mapping process, which involves:
1) Understanding the customer experience better through additional research and stakeholder interviews.
2) Creating a customer journey framework that maps the customer experience and identifies minimum standards and key performance indicators.
3) Developing an action plan and roadmap to improve the customer experience by addressing gaps between the current and desired customer journey.
The customer journey mapping process results in a framework that describes the customer experience, interpretations for key customer personas, and a plan to improve the experience over time.
You’ve closed the sale, landed a new client, and received the signed contract — but then what? How do you onboard new clients to ensure everyone is on the same page, you have all the information you need, and clients feel the value in your services before even getting started?
This presentation, will explore how to create your own onboarding system for new clients and you will:
— Get a first-hand look at a successful new client onboarding process.
— Learn how to set crystal clear expectations and boundaries with clients.
— Uncover the secret to blowing your clients away with value before you even start the work you were hired for and turning them into lucrative referral sources
— Discover how to scale yourself, save time, and increase profits by adding an onboarding system to your business.
Are you a designer, developer, or agency owner who doesn't have time to create and automate your own onboarding system? Check out http://profitableprojectplan.com
The document is a module for a course on customer analytics. It covers lessons on mapping the customer journey, determining brand awareness and attitudes. It discusses topics like defining the customer journey, creating customer journey maps, measuring aided and unaided brand awareness, and measuring brand attitudes. The module provides learning materials and outlines activities for students to understand customer analytics concepts and measurement techniques.
Learn from Ethan Chazin business coach and growth strategist how to implement a new customer on-boarding program that creates maximum happiness and lifetime value.
The challenges of the financial industry are limitless. Being in this volatile industry you’ve got to ensure that your sales and marketing reps are always on their toes. An integrated sales and marketing platform for your marketing-sales activities, means that you have access to extensive data about your prospects and clients in real time.
Using this data you can reach out to more prospects and engage them in effective one-to-one communication. With brand compliance integral to the system, you and your channels can create, customize or share your marketing and sales assets without any fear of brand distortion.
Internship Report by Md. Mizanur Rahman-Id No.08304083numan_bu
The document is an internship report submitted by Md. Mizanur Rahman to fulfill the requirements of his BBA program at BRAC University. The report analyzes the customer satisfaction levels and operating processes of City Brokerage Limited's Nikunja branch, where Rahman completed his internship. It includes an introduction outlining the report's objectives and methodology, a chapter on the company overview, and findings from Rahman's analysis of customer survey data and observations of branch operations.
Leveraging Client Experience to Create Raving FansRich Bracken
Tips on How to Optimize Your Client Engagement in an extremely competitive landscape, how can you develop a strategy of differentiation without battling it out on cost? You deliver an ideal client experience. With the creation of the ultimate client experience, you can separate yourself from the log jam of competitors while also creating a roster of clients who will sing your praises in the marketplace. Through this enhancement, you will also create a culture of pride and positivity in your firm.
In this presentation, Rich will walk the audience through:
-Tips to optimize client engagement
-The identification of current status vs. ideal status of your client experience
-How to implement internal strategies to build a new culture of excellence in your company
The document summarizes an inbound marketing technology summit. It discusses how marketing has changed with the rise of digital media and how most businesses still use outdated marketing methods. It then provides an overview of inbound marketing and how it works using content and automation tools to attract and nurture leads. The document includes examples of how to map content to the buyer's journey and set up lead nurturing workflows with targeted emails to improve conversion rates.
Vishwanath Naik is seeking a new position and provides his resume and qualifications. He has over 5 years of experience as a Process Executive and Process Specialist at Infosys BPO, where he handled escalations, audits, training, and ensured teams met targets. Naik has strong communication, leadership, and problem-solving skills. He is proficient in Service Contract Management processes like contract creation and termination. Naik holds a Bachelor's degree in Journalism and a Master's in Electronic Media. He is looking to contribute his skills and help companies grow.
Similar to inQuba Webinar Series 2023 - Sanlam Hyper Personalization v2.0 FINAL.pptx (20)
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?Speck&Tech
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Driving Business Innovation: Latest Generative AI Advancements & Success StorySafe Software
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
Best 20 SEO Techniques To Improve Website Visibility In SERPPixlogix Infotech
Boost your website's visibility with proven SEO techniques! Our latest blog dives into essential strategies to enhance your online presence, increase traffic, and rank higher on search engines. From keyword optimization to quality content creation, learn how to make your site stand out in the crowded digital landscape. Discover actionable tips and expert insights to elevate your SEO game.
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
AI 101: An Introduction to the Basics and Impact of Artificial IntelligenceIndexBug
Imagine a world where machines not only perform tasks but also learn, adapt, and make decisions. This is the promise of Artificial Intelligence (AI), a technology that's not just enhancing our lives but revolutionizing entire industries.
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdfMalak Abu Hammad
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
UiPath Test Automation using UiPath Test Suite series, part 5DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
CI/CD with in UiPath
End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...SOFTTECHHUB
The choice of an operating system plays a pivotal role in shaping our computing experience. For decades, Microsoft's Windows has dominated the market, offering a familiar and widely adopted platform for personal and professional use. However, as technological advancements continue to push the boundaries of innovation, alternative operating systems have emerged, challenging the status quo and offering users a fresh perspective on computing.
One such alternative that has garnered significant attention and acclaim is Nitrux Linux 3.5.0, a sleek, powerful, and user-friendly Linux distribution that promises to redefine the way we interact with our devices. With its focus on performance, security, and customization, Nitrux Linux presents a compelling case for those seeking to break free from the constraints of proprietary software and embrace the freedom and flexibility of open-source computing.
Why You Should Replace Windows 11 with Nitrux Linux 3.5.0 for enhanced perfor...
inQuba Webinar Series 2023 - Sanlam Hyper Personalization v2.0 FINAL.pptx
1. PRESENTS
Sanlam: Hyper-
Personalization with
WhatsApp and AI
LIVE EXECUTIVE WEBINAR SERIES
August - October 2023
The Sanlam Corporate
Success Story
PART1
31 AUGUST 2023
SANLAM
Wouter Dercksen
Managing Executive:
Corporate Solutions
INQUBA
Michael Renzon
CEO & Co-Founder
2. Sanlam Corporate:
Strategic Objectives
Deliver a consolidated
Digital Experience for
Members & Brokers
1. Digitize
Deliver the Sanlam Brand
Experience through the
Journey
2. Retain
Grow through Empathy:
Understand the Member &
Broker context and
deliver to it
3. Grow
3. Sanlam: Brand-infused Journey
“Your brand promise is empty unless brand-infused
customer journeys make it a reality”.
Forrester: Bring Brand to Life With Customer Journeys
Six essentials identified:
Journey design must
create the perfect
emotional arc & evoke
target emotions
2. Emotion
The journey must live up
to the central brand
narrative
1. Story
Journey should balance all
types of moments to
create positive memories
4. Memory
Brand personality must be
infused into the language
3. Tone
The journey should connect
the dots and evolve with
customers to build long-term
relationships
6. Fluidity
The journey must weave
in new channels to adapt
to changing expectations
5. Technology
4. Saving
Sprint 2: months 2-12
Equip beyond
Sprint 3: yrs 2+
Relationship
Sprint 4: yrs 4+
Onboarding
Sprint 1: weeks 1-6
Key engagements:
Designed based upon insights from
previous sprint
Key engagements:
Designed based upon insights from
previous sprint/s
Key engagements:
Designed based upon insights from
previous sprint/s
Key engagements:
• Onboarding engagement
• Welcome newsletter
• Retirement education
• Pre-deduction education
• Onboarding feedback
• Product education
Member journey
engagement toolbox
• Assured
• Acknowledged
• Equipped beyond product
• Acknowledged
• We’ve built a lasting relationship
• Acknowledged
• Knowledgeable
• Understand their product
• Acknowledged
How do we want
members to feel?
Journey design
Who’s lapsing? Which segments?
Feedback? Behaviour? Economic loss?
Journey design
When lapsing? Previous data? New data
to collect? Why lapsing? Emotional?
Journey design
Who will lapse? How do we solve it?
Intervention ROI? Further optimise?
Journey design
Definitions of lapses and improvements
Member
journey design
Understand products, understand
importance of savings, read welcome
letter, understand statement, understand
product, access portal
What do we
want members
to do?
• Encouraging regular portal access
• Maintaining knowledge and understanding
• Showing increased acknowledgement (through
personalisation)
• Equipping members to grow their retirement through additional
products
• Assist members in overcoming obstacles
• Grow and maintain and ongoing relationship
Sanlam: Brand-infused Journey
10. Welcome
Message (Idle)
Portal
Registration
Portal
Login
Retirement
Goals
46% of members who
responded to a nudge
went on to register
A 31% improvement in
portal registration
compared to the control
group
10,44
9
Total volume
customers
tracked
Introduction of WhatsApp
Welcome
Message
Retirement Goal 1
Retiremennt Goal 2
Retirement Goal 3
Sept ‘21 to Sept ‘22
11. Phase 1 Learnings:
Journey discovery
Identified the actual customer
journey and the main points
where customers were going
idle after receiving the welcome
message
Goal achievement
We saw a 31% improvement in
portal registration as a result of
the contextual interventions
Customer engagement
Enhancements made to
communications resulted in
engagement improving from 6%
to 18%
Stubborn drop-off at initial SMS
Nudge effectiveness
Showed nudges to be effective
in changing behaviour, as 46%
of customers who received and
responded went on to register
15. New WhatsApp Template Messaging
Latest Technology,
engaging with members
directly via WhatsApp
Portal Registration, call
to action button to
prompt member
Registration
Member Education,
relevant content shared
with members based on
Member Response
16. Nudges
Onboarding Nudge
A nudge is sent to
members who have
not responded to the
initial message or
have left the
engagement mid
way
Registration Nudge
A nudge is sent to
members who have
completed the
engagement but who
have not yet
Registered on the
portal
17. Engagement Results
• Driving Journeys with WhatsApp Templates:
– Introduction of WhatsApp templates and removing the
initial SMS
– More compelling and relevant wording on Engagements
– Including Quick replies and Calls to Action in the
Engagements
– Including Nudges to members
Before After
18% (6%) 42%
Engagement Rate has improved from 18% (Phase 0:
6%) to 42%* following the recent changes to
engagements
Engagement rate before and after implementing WhatsApp Templates
SMS to WhatsApp WhatsApp Templates
18. Portal Registration Results:
• Portal Registration Results:
– A total of 873 Members register on the
Member portal since the new phase of
the Journey was launched
– 154 Members were Pre-registered
without necessarily completing the
engagement
– 719 Members registered on the
Member Portal by completing the
various Engagements and Nudges sent
to them
19. Onboarding Satisfaction Results:
0
10
20
30
40
50
60
70
80
90
100
Onboarding Satisfaction
Onboarding Satisfaction
Onboarding Satisfaction surveys
• 87 % Satisfaction Score
• 101 responses received to
date
“It was so easy to
register and this
whatsapp channel
is so useful”
“If was easy to navigate
through the site without
confusion And
information was clear
and pleasant”
“Very fast and efficient
service and easy to
understand”
“Because everything is clear to
me, am happy with the interest
benefits I get and retire with
confidence knowing that my
money is safe under a Sanlam
umbrella”
“Very easy to use
process that could be
done without taking
away time from work”
22. Member Lifecycle Journey Management
Goals:
• Engage with members throughout their
lifecycle, from first employment to retirement
• Increase contributions to maximise investment
• Increase preservation at each key moment in
the customer’s lifecycle
• Manage the two-pot journey
Tools and Engagements:
• Education on NRR and retirement pay-outs
• Education on investment
• Tax season
• Regulatory and economic conditions
• Monitoring tools
• Calculations and forward planning
• Encouragement to increase contributions
• Encouragement to invest additional funds
• Encouragement for final investment closer to retirement
age
• Education on retirement processes
23. THE ENGAGEMENT FABRIC WHITE PAPER
The Encounter Anatomy
• Who: Attributes that help identify the human who's
part of the encounter
• When: Attributes define when the encounter occurs
• Where: Attributes that describe the space where the
encounter takes place
• Why: Attributes that define the intent of the
encounter
• What: Attributes that describe what the brand offers
throughout the encounter
• How: Attributes that define how the brand reacts to
the encounter
• I need my card delivered
• Who: It’s Michael Renzon here, I need my card
delivered
• When: It’s Michael Renzon here, I need my card
delivered this Friday
• Where: It’s Michael Renzon here, I need my card
delivered this Friday to my office address
• Why: It’s Michael Renzon here, I need my new
credit card ending in …90 delivered this Friday to my
office address. I’ve lost my card and urgently need a
replacement card before the weekend
• What: …our personal courier service delivers
replacement cards Monday through Friday, between
09:00-16:00 on 24 hour notice to your branch, home,
or office
• How: …please have your ID ready. Your delivery is
confirmed for this Friday. We will call you on your
mobile ending …9538 1 hour before delivery to your
office address inQuba, Fountain Grove Office Park
The Engagement Fabric White Paper - Henry Hernandez-Reveron - Enterprise MarTech 2023
24. THE ENGAGEMENT FABRIC WHITE PAPER
The Hypergraph
1. The information fabric of customer
engagement is a hyperconnected graph
2. It allows us to scale "seamlessly" by
adding more nodes to the graph
3. It allows to model any level of fidelity in
the fabric by grouping or adding more
attributes to the nodes and letting the
relationships reveal the required
insights
The Engagement Fabric White Paper - Henry Hernandez-Reveron - Enterprise MarTech 2023
25.
26. Example member:
First 5 years
Has not increased contribution
Has accessed portal
Has read engagements
Context specific
engagements
Using member journeys to build
context on engagements:
• Portal access (frequency ; last access)
• Engagement level
• Education level (based on interacting with engagements)
• Use of calculators
• Member’s NRR
• Member’s contributions (as % of income)
• Last increase / decrease in contribution
• Resignations
• Preservations
• Member journeys will be used to determine the appropriate
engagement to send to the member at each step in their lifecycle
Lifecycle stage NRR
Member
journeys
27. Engagement Example
Example member:
First 5 years
Has not increased contribution
Has accessed portal
Has read engagements
Remind me of the last conversation
Tell me more
Take me to my portal
Tell me more
Please call me
Right now
This afternoon
I’d like to select a time