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 EngageFI Process.
Download our White Paper to get insights into the six keys to creating an effective Customer Engagement Strategy.
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 ENGAGEFI PROCESS
The EngageFI Process is comprised of three core steps that enable organizations to deliver a differentiated Customer Experience that creates engagement at scale and drives growth.
THE ECONOMICS OF ENGAGEMENT
Delivering a consistent, Guidance-centered Customer Experience focused on improving Customer financial wellness is a driver of growth-SIGNIFICANT growth. To learn more about how the EngageFI Process could impact your organization, take two minutes to watch this video and then get access to the “Economics of Engagement Calculator,” where you can model the impact on your organization.