Financial services firms suffer from long sales cycles, outdated service offerings and missed opportunities to generate new leads through digital channels.
Quick Take: Why You Should Care
Customers are twice as likely to share bad service experiences than they are to talk about positive encounters.
Customer-centric companies outperform their competitors and are 54% more likely to significantly collaborate with their customers.
68% of customers call it quits because they think the company doesn’t care about them.
MAKING AMENDS BRINGS CUSTOMERS BACK
Customers will forgive a company’s transgressions if they….
Receive an apology or corrective action
Are offered a discount
Are offered proof of enhanced customer service
WHAT WE AIM FOR
What we do
Leveraging technology to create an efficient, unique client experience.
A Tech-Enabled Workflow for Your Customer Journey
→ Workflow template
Empowering your team to utilize technology-driving processes.
→ Plan design
→ Brand ambassador orientation and training
Establishing KPIs to monitor the effectiveness of your client experience.
→ Define KPIs
→ KPI technology setup
→ KPI monitoring workflow and timeline
Interested? Let’s chat!
Let’s schedule a time to examine your current customer experience.
We are Slata, a boutique marketing firm dedicated to creating, designing and implementing unique, process-driven, effective and efficient lead generation and client experience processes for the financial services industry.