Disruptive fintech’s impact on credit unions the past few years cannot be overstated, especially when it comes to the member experience. Now, members are expecting easier, faster, and more customised experiences than ever before—but how are credit unions stacking up?

According to recent research, 44% of North American consumers are extremely open to leaving their current financial services provider, with 31% open to leaving and only 25% unlikely to leave. That’s 75% of consumers that are open to churn!

So, how can your credit union catch up to (and even exceed) evolving member expectations? Join SAFE Federal Credit Union’s EVP-Chief Operating Officer Keith Troup and InMoment Financial Services expert Eric Forister to learn about:

  • The key differences in member expectations CUs need to address
  • Three ways to evolve your member experience program to meet those expectations
  • How SAFE Federal Credit Union is doing just that!

Watch now!

YOUR SPEAKERS

Keith Troup, EVP-Chief Operating Officer at SAFE Federal Credit Union

Keith has over twenty years of experience in the credit union industry, throughout which he has a consistent record of achieving goals, improving results, and enhancing the member experience. In his current role at SAFE Federal Credit Union, he is spearheading efforts to evolve the member experience program.

Eric Forister, Sr. Dir. of Client Success, Financial Services at InMoment

Eric has been helping customer-centric brands to improve their experiences for over twenty-five years. Today, he leads a team of skilled Client Success Managers and Directors serving a large number of InMoment’s Financial Services clients.

Applying Behavioural Science Principles

Implementing a Voice of Customer (VoC) program can be challenging, especially when it comes to changing people’s behaviour and getting everyone on the same page. In this on-demand webinar, our team of experienced InMoment consultants share their insights on how to drive change in your organisation’s VoC program.

Join our Head of Consulting, Gillian Mackay, and Senior CX Consultants, Kiri Burgess and Helene James as they share their expertise in implementing successful VoC programs for clients such as Foxtel, Commbank, nbn, and IAG.

The InMoment Consulting Team provides specific client examples across three key areas:

  • Defining the desired behaviour
  • Identifying drivers and barriers to behaviour
  • Designing interventions to promote a change in behaviour

Learn how to effectively influence change in your organisation’s VoC program using key principles from behavioural science in this 30-minute on-demand webinar.

Your Prescription for Organisational Silos

How CX Professionals Can Align the Entire Business for Customer Centricity

You’ve reviewed the symptoms and you know the diagnosis: your customer experience (CX) program is suffering from a severe case of organisational CX silos.

Had enough of the lack of communication and transparency, limited data access, survey chaos, and absence of insights? Then this webinar is for you!

Join InMoment’s Will Huffman and Angela Zieres as they walk through an organisational silos treatment plan, including the proven strategies we’ve seen clients leverage to unify their efforts, remove duplicated work and customer friction, and inspire big wins for their program!

You’ll learn:

  • Why organisational silos can be so detrimental to your CX program—and your business
  • How a combination of sponsorship, collaboration, and governance can help you say goodbye to silos
  • What specific actions you need to take to stay unified and customer centric

View On-Demand Now!

YOUR SPEAKERS

Will Huffman, VP of Customer Success, InMoment

In his role at InMoment, Will leverages his extensive experience as a CX leader across multiple industries to help the world’s greatest brands transform their customer experiences and fuel business-wide success in challenging and competitive markets.

Angela Zieres, Manager of Program Excellence, InMoment 

Every day, Angela helps to facilitate Experience Improvement, getting her start working directly with brands to provide strategic direction and in-depth data analysis, enabling them to make key adjustments to improve their customer experience. Currently, she oversees InMoment’s internal processes, ensuring that InMoment clients are on the path to success!

More than ever, people are turning to the internet to decide who they want to do business with. According to recent research, 94% of consumers say a bad review has convinced them to avoid a business. The silver lining? The top 10% of brands responded to reviews quickly and more consistently, ultimately leading to higher overall ratings. 

It’s critical for organisations to grasp their reputation in the marketplace, and then actively manage it with tools and data that allow for a real-time response. 

In this on-demand webinar we discuss how to develop a brand reputation strategy and share best practices for managing your brand reputation in an ever-changing marketplace. 

You’ll learn: 

  • The foundation of an effective reputation management strategy and how to build your own
  • How to use reputation management to supercharge your customer acquisition and retention strategy
  • The importance of combining review data with voice of the customer (VoC) feedback for a complete view of the market

InMoment, the leading provider of Experience Improvement (XI) solutions, and ReviewTrackers, the leader in reputation management, have partnered to deliver an integrated CX approach to improve experiences, strengthen customer relationships, and improve brand reputation to drive revenue growth. 

Watch Now!

Your Presenter:

Jamie Frankel
ReviewTrackersJamie Frankel is the Director of Sales Strategy and Performance at ReviewTrackers. She partners with sales executives to drive customer-focused and value-based sales strategies to help accelerate sales. In her free time, she can be found letting off steam by taking a Peloton class, exploring the Chicago restaurant scene with her husband, or walking her dog Frankie. 

Digital Acceleration

Let’s be honest: digital transformation shouldn’t be your focus anymore. Because if you haven’t already “transformed” your experience to include digital, you’re already behind.

Digital experiences are table stakes in today’s world, so how are the world’s best brands leveraging them to create differentiated experiences? They are leveraging signals from everywhere—review sites, social media, surveys, and beyond—to not only keep up with the latest trends, but to create them.

Join InMoment’s Senior Director of Global Strategic Insights Radi Hindawi and Customer Success Director for Canada Chris Chan to learn the four steps to spearheading the experience trend that all your customers (and non-customers) will be talking about!

Today’s retailers are no longer competing based on product quality alone: they’re competing on the experiences they provide to their customers. But providing the best experiences for customers on every channel is easier said than done—unless you’re harnessing the power of your experience data.

Join InMoment Experts Radi Hindawi and David Van Brocklin for a conversation on how retailers can leverage customer data to provide experiences that keep customers coming back for more. You’ll learn:

  • How democratizing your data for an integrated view of experience creates consistency
  • How to increase organizational intelligence across your different stakeholders (from frontline to c-suite)
  • How can you increase loyalty and advocacy in this constantly changing market?
  • And more!
ROI Focused CX Program

Whether your program is new to your organization or if your approach to the customer and employee experience is embedded in your culture, you likely have your eye on the holy grail: CX ROI.

Achieving a return on your experience investment is an ongoing process, one that must constantly evolve with the market. And since our world has done quite a bit of evolving in the past few years, this InMoment webinar is a master class in proving CX value in this new reality.

Join InMoment Experts Jim Katzman and Eric Smuda for a conversation about “Designing, Actioning, and Proving an ROI-Focused Program. “We’ll dive into:

  • The state of experience ROI & how we can bridge the gap
  • Connecting efforts to acquisition and retention
  • Driving growth and reducing cost to serve
  • Socializing successes and encouraging buy-in
How To Create Impactful, Visually Engaging C-Suite Reporting

In a world in which more and more data is available from a wide variety of channels, effective data visualisation is crucial. In a single report, you have the opportunity to give your C-Suite a comprehensive overview of your program. The faster decision-makers are able to recognise opportunities and risks, the better aligned their decisions.

Join Head of Solutions Design at InMoment, APAC, Justin Rehayem, as he walks us through how to create impactful, visually engaging C-Suite reporting.

This presentation includes:

  • How to identify which information is important to a C-level audience
  • Best practice data visualisation tools
  • Hands-on tips and tricks for optimising your CX reports
Digital Transformation Webinar

The “digital transformation” has been a conversation point for a few years now, but for many businesses, it has been just that: a conversation. These businesses are struggling with how to actualize the digital transformation across their businesses, and especially in their customer experience (CX) programs. 

So how do brands actually transform to succeed in this digital era? In this conversation, InMoment’s Radi Hindawi and Dave Wiser will help you redefine the digital transformation to include both the technology and the action you need to truly realize it across your business. They’ll cover:

  • The definition of true digital transformation (and how to get there) 
  • How your data infrastructure can set you up for success (or failure) 
  • The stories of brands that have undergone transformation (and seen the benefits)
Utilitieis
Employee Experience Meeting

Customer experience (CX) professionals can talk metrics all day long—but do those metrics translate for your executives? Historically, there’s been a disconnect between the intelligence and impact the c-suite prioritizes, and the measures many CX programs use.

That’s why InMoment has developed our “Solve for X” approach, which focuses on how programs can support business priorities by improving experience.

Join InMoment’s Eric Smuda and CMSWire’s Erika Heald and learn about:

  • The “Solve for X” approach to customer experience
  • The areas where you can make an impact that speaks to executives
  • How to effectively convey the customer perspective beyond the numbers
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