Times are changing. Interactions are in real-time, customer expectations are higher, and experience is becoming the only competitive advantage. Financial Service organizations who embrace the caring economy are the ones who are thriving.

1. WE NOW LIVE IN
A CARING ECONOMY
#loveyourcustomers

2. WE ARE LIVING IN A DIFFERENT ERA
A power shift has happened
Products Brands Customers

3. 43% of Americans don’t
trust banks.

4. 71% of customers research
online before buying
insurance.

5. SunTrust tackles financial
stress in its first Super Bowl
ad in 2016.

6. Liberty Mutual changes
culture to attract and retain
Millennials.

7. WHAT IS THE COMMON THREAD?

8. WE WANT THE CARING EXPERIENCE
Authentic
Relationships
Memorable
Experiences
Real-Time
Interactions
Ongoing Value
Deeper
Understanding

9. ENGAGE
WITH THOSE
THAT
MATTER
MOST
NEW WORLD
• Slow Insights
• Low Response Rates
• Poor, Impersonal Experiences
• Expensive Studies
OLD WORLD
• Real-Time Insights
• Engaged Community of Employees
and Customers
• More Engagements with Less
Resources
• Deeper Understanding

10. “I love having the “pulse” of
our agents and employees
and bringing back their voice
to the rest of the company.”
-Amy Freeman, Research, Westfield Insurance

11. “Considering the
investment we’ve made
in our insight community,
we’re saving millions of
dollars.”
-Shannon Chenoweth, Market Research, DEWALT

12. THE CARING ECONOMY IS HERE
The way we interact with customers has fundamentally changed

13. visioncritical.com