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William Perry

William Perry VP at Medallia

Five Steps to CX Success in Finance

In the intricate world of finance, there are a myriad of challenges influencing how financial organisations operate and serve customer needs. The emergence of challenger brands, new regulations like Consumer Duty and changing customer demands have caused waves in the market. Changes in consumer behaviour brought on by the expected waning of the hi...

Business

William Perry

William Perry VP at Medallia

The customer experience outlook in 2024: Personalisation and AI to bring finservs closer to consumer

In 2023, the UK’s business sector weathered storms such as geopolitical tensions, the cost-of-living crisis, and an economic downturn. This turbulence looks set to continue well into 2024, forcing organisations to tread cautiously and make more informed decisions regarding investments, product development, and overall strategy. Central to this wi...

/retail /predictions Digital Banking Trends

William Perry

William Perry VP at Medallia

The value of personalisation to today’s Finserv customer

The modern finserv customer has high expectations. Accustomed to the ease of mainstream consumer services, they expect the same levels of experience to be replicated across their financial services journeys. The success of these consumer interactions can be attributed to two key factors. Firstly, the provision of a true omnichannel offering – givin...

/people Innovation in Financial Services

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