Gaining collective ownership: Nobody is more than one step away from the customer

One of the biggest challenges faced across financial services businesses, is the embedding of customer experience throughout the organisation. A key hurdle to overcome is creating collecting ownership and accountability for the customer.

A core tenet of Vitality’s philosophy is the idea that no one is more than one step away from the customer, and they have built their business around the core purpose of helping people to become healthier and supporting them in enhancing and protecting their own lives. From research and development, technology enablement and data management all the way through to front line service, every part of the business is set to prioritise the end-user experience.

How can this customer-centric approach be brought to life in your business? What tools and models can you integrate to keep not only customers connected and engaged, but also everyone within the business?

Your customers are already connected. Is your CX?

Customer expectations in financial services are rising fast, with demand for seamless, personalised, and always-on experiences across every interaction.

  • How can organisations deliver connected customer journeys while building on existing systems and investments?
  • How are AI and orchestration reshaping customer and employee interactions across the experience?

[Fireside Chat] The next phase of APP Fraud

As of October 2024 UK rules mandate that banks reimburse victims of Authorized Push Payment (APP) fraud within five business days, up to a maximum of £85,000. Almost two years later, how has the industry responded to this policy and what impact has it had on customers?Zil Bareisis

Looking beyond, what does the next phase of preventing APP Fraud look like?

Managing complaints, automating compliance

Regulatory reporting and compliance should be automated and optimised allowing human relationship managers to support customers through the complaints process. Aptean explains.

[Fireside Chat] The Customer experience is everyone’s priority

CX is a discipline within most organisations, sitting on the edge of marketing, relationship management and product design. Rather than just a job spec, shouldn’t CX be embedded in every job description?

  • How can senior leaders move CX to the top of the pile?
  • How can CX thinking impact internal culture?