corrie-mieszczak

Evergage Blog

Ideas and Strategies for Real-Time Personalization

About Corrie Mieszczak

Corrie has been working in marketing communications for nearly 20 years. Since 2011, she has been providing professional marketing consulting and copywriting services to organizations of all sizes, specializing in content marketing strategy and development. Having earned her Series 7 and 63 licenses from a broker-dealer early in her career, her areas of expertise in financial services marketing have grown to include consumer life & health insurance, commercial property & casualty insurance, consumer and employer healthcare benefit spending/savings management, digital B2B payments, consumer credit card programs, and financial management and accounting outsourcing and software solutions. She earned her Masters of Business Administration degree from Keller Graduate School of Management in 2006 and her Bachelors of Business Administration degree from Saint Mary’s College (Notre Dame, IN) in 1997.

Personalization Helps Financial Services Companies Meet Customers’ Liquid Expectations

There’s no way around it: our customers’ expectations are being continually shaped by their experiences with today’s most innovative and customer-centric brands: Amazon, Coca-Cola, Apple, Southwest Airlines, Hulu, T-Mobile, Reebok, Comedy Central, Mercedes Benz, and so on. Customer experience (CX) leaders like these are upping the ante for all brands, even those associated with a more traditional, less “sexy” approach to winning and engaging customers. Like, let’s face it, most financial services brands. But even if you’re not selling SUVs, Instagram-trending handbags, or hardware for the connected home, your brand is still subject to customers’ liquid expectations. Liquid expectations? Accenture’s design and innovation agency, Fjord, coined the term to describe “when customer experiences seep over from one industry to an entirely different industry.” When, for example, a customer compares their visit to the dentist to their visit to the Apple store. [...]

9:12 am|Customer Success, Demand Gen and ABM|Comments Off on Personalization Helps Financial Services Companies Meet Customers’ Liquid Expectations

For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

There are all kinds of reasons companies are changing their approach to data management—and the customer experience is as powerful as any. You may ask, “What does data management have to do with our customer relationships, let alone their perception of our brand?” Quite a bit more than you think, actually. Customer data—or more precisely, what you do with customer data—can help make it or break it in today’s financial services marketplace. If your customer data isn’t being managed effectively, it’s simply not going to be very useful to you. And it sure isn’t going to enable you to deliver more engaging (and profitable) customer experiences. Isn’t that what you want to do? Let’s take a look at why financial services companies are shifting away from traditional, silo-based data management and paving the way for friendlier, all-data-welcome paths to customer [...]

9:35 am|Customer Success, Demand Gen and ABM|Comments Off on For the Customer’s Sake, Financial Services Companies Need to Blow Up Their Data Silos

Top 6 Financial Services Customer Experience Trends to Watch in 2018

In the year ahead — and well beyond — financial services organizations will be shifting their strategic focus to the “customer experience,” or CX. Not to worry, though, there won’t be any less concern about operational efficiency or profitability, but changing customer expectations and competitive pressures will require a new approach to pretty much everything involving today’s tech savvy consumer. And, as we’ll explain, this new commitment to CX will impact nearly every organizational nook and cranny while inspiring game-changing innovation like never before. Closer to the Customer But before we dive into the emerging CX trends we’re seeing across the industry, let’s take a closer look at the customer experience and what it actually means. Forrester defines it simply as “how customers perceive their interactions with your company,” going on to say that good customer experiences are: Useful: they deliver [...]

9:07 am|Customer Success, Demand Gen and ABM|Comments Off on Top 6 Financial Services Customer Experience Trends to Watch in 2018
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