Guided CX Insights

The landscape of lending has undergone a remarkable evolution. From traditional brick-and-mortar institutions to online platforms, the way people access loans has drastically changed. Among lending institutions surveyed: Nearly three-quarters now use digital channels to serve both new and existing clients Over 70% are implementing digital loan origination for personal loans. 73% can electronically prepare loan documents. In this blog post, we'll delve into the trends and innovations shaping the digital lending sphere, and explore how lenders are adapting to meet the needs of modern borrowers.

In the world of wealth management, providing personalized and seamless experiences for clients has become paramount. Today, clients expect more than just financial advice—they demand tailored solutions and real-time guidance that cater to their unique needs and preferences. Guided Customer Experiences (CX), a transformative approach reshaping the industry, blends traditional in-person service with innovative digital solutions. Let's explore the current state of wealth management and how this approach is revolutionizing the industry.

With the advent of innovative technologies and evolving customer expectations, the landscape of digital banking is undergoing a transformative shift driven by banking customer experience trends within the financial services industry. In this blog post, we’ll delve into key strategies that banks can employ to enhance their digital banking experiences and foster stronger customer engagement.

The contact center industry is at a pivotal crossroads, with technological advancements, particularly Artificial Intelligence (AI), poised to redefine the landscape. CCW’s recent market study on the Future of Contact Center Employees sheds light on the evolving role of call center agents in this AI-driven era, emphasizing how AI tools enhance their efficiency and productivity by automating routine tasks and allowing them to focus on complex interactions. Here’s a closer look at the key insights and what they mean for the future of contact center work.

In the spirit of Valentine's Day, let's talk about a different kind of relationship: the one between businesses and their customers. Just like any good romance, the connection between a brand and its clientele should be nurtured, cherished, and, most importantly, centered around understanding and appreciation. As we navigate the vast digital landscape, placing the customer at the heart of digital journeys isn't just nice—it's essential.

In a recent discussion on CX Today, Glance CEO Tom Martin shared his valuable insights on the integration of AI in contact centers and its potential to redefine customer service. The conversation, hosted by CX Today’s Charlie Mitchell, touched on various aspects of AI application, offering a roadmap for contact center leaders looking to harness AI's power. Keep reading for six key tips from the discussion, or scroll to watch the full video at the bottom of this post.

Despite current economic challenges, businesses can't afford to skimp on digital customer experience (CX). A staggering 72% of leaders plan to increase their spending in this category. This investment is crucial, especially when considering that two-thirds of millennials now expect real-time customer service. In such a climate, AI becomes not just an option, but a necessity for businesses aiming to optimize every dollar spent and hour invested. Here's a closer look at how AI is transforming the customer-representative dynamic and why leading enterprises are harnessing its power.

Companies are leaning into technology to make things smoother and better for customers. But it's not always working out as planned. Tech gone wrong isn’t just an annoyance to customers, it's also putting a dent in what brands stand for. Where are the missteps? How can companies undergoing digital transformation smooth out their tech strategies to improve the customer experience and their brand image? Let’s dive in.

Predictive AI technology is a trend that will reshape the customer experience (CX) in 2024. This advancement can change the way businesses interact with and serve their customers, transitioning from a reactive to a proactive stance in addressing customer needs. Instead of merely reacting to customer issues as they arise, AI algorithms will proactively identify potential problems and resolve them in real-time — enhancing interactions before there’s a real problem.