
Anticipate Client Needs: Beyond Best Practices in Client and Customer Service
Customer Service is moving to Customer Experience, and modern firms must keep up with their clients.
Format
Webcast
NASBA Field of Study
Communications and Marketing
Level
Intermediate
CPE Credits
1
Instructor
Karl Ahlrichs
Availability
3 months
Product Number
BLI3050039
Customer Service is moving to Customer Experience, and modern firms must keep up with their clients, or fail at sustainability. Competition is no longer just down the street. Clients are demanding more value, and wanting a shift from reactive reporting to real time services. In the future, the customer experience will be measured by value, contribution, impact and sustainability.
- Any financial professional responsible for elements of a company or firm's customer experience
- List techniques for delivering great customer experiences
- Recall key points of the Herzberg’s Motivational Theory
- Recognize core organizational and cultural decisions that build a sustainable culture of good customer experience
- Recall the three levels of customer relationships
- Differentiate between customer service and customer experience
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