GROWTH-FOCUSED
CLIENT EXPERIENCE

Financial services firms suffer from long sales cycles, outdated service offerings and missed opportunities to generate new leads through digital channels.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

Asset-27

Customers are twice as likely to share bad service experiences than they are to talk about positive encounters.

Asset-29

Customer-centric companies outperform their competitors and are 54% more likely to significantly collaborate with their customers.

Asset-28

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

CICLE

What we do

Processs Mapping

Leveraging technology to create an efficient, unique client experience.

A Tech-Enabled Workflow for Your Customer Journey

→ Workflow template

→ CRM

→ Onboarding

→ Servicing

→ Marketing

Tech Implementation

Empowering your team to utilize technology-driving processes.

Implementation Plan

→ Plan design

→ Timeline

→ Brand ambassador orientation and training

Progress Monitoring

Establishing KPIs to monitor the effectiveness of your client experience.

Monitoring Plan

→ 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.

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About Slata

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.