DRIVING GROWTH THROUGH CUSTOMER ENGAGEMENT
One of the most powerful drivers of growth for Retail Banks and Credit Unions is addressing "The Customer Engagement Gap." The key is getting transactionally-focused customers to engage with bankers in deeper conversations about their finances. Just consider these statistics:
Of US Households Feel “Moderate” to “Significant” Stress about their finances
Want Guidance from their Banker, but only 28% are getting it
Of transactional Customers get engaged in a deeper conversation
Feel their Bank is primarily focused on “Selling Me Something”
THE ENGAGEWELL™ PROCESS
The EngageWell™ Process is comprised of three core steps that enable organizations to deliver a differentiated Customer Experience that creates engagement at scale and drives growth.
1 - ENGAGE
Banker engages customer (In-branch or Virtually) in a 5-7 minute financial wellness conversation to define their Financial Priorities
2 - EXPAND
Customer Priorities are opportunities that the Banker, or an internal partner, can address to deepen the relationship
3 - EMPOWER
Customer data and insights from the engagement are seamlessly captured to empower highly personalized Marketing and Lead Nurturing campaigns
THE MOMENT OF TRUTH
CREATING ENGAGED CUSTOMERS TO DRIVE GROWTH
Engaged Customers are empirically more profitable and loyal than “Satisfied” customers. In fact, a recent Gallup Survey found that while 40% of ”Satisfied” customers would consider their current institution for their next product/service, 83% of ”Engaged” customers said the same- a 43% difference.
However, Engagement does not just occur organically. Creating truly Engaged Customers requires a clearly defined and well-executed Engagement Strategy. That is why we built the EngageWell™ Process.
Download our White Paper to get insights into the six keys to creating an effective Customer Engagement Strategy.
THE PROCESS
The EngageWell™ process can be fully deployed in less than 30 days
INTEGRATE
The EngageWell™ App is integrated into your CRM, ensuring seamless capture of important data from each Customer interaction
ALIGN
Align your organization to the EngageWell™ Process through our targeted training program
LAUNCH
Deploy the EngageWell™ Process, choosing a Banker-led model, a Self-Directed Model or a combination of both
WHAT OUR CLIENTS ARE SAYING ABOUT ENGAGEWELL™
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Atlanta, Georgia 30326
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