Global Financial Services Firm Increases Loyalty of High-net-worth Clients
To improve its financial services customer experience management, this global firm recognized that it needed a new solution—one that would collect feedback continuously, rather than intermittently; deliver results in real time, and facilitate greater company-wide engagement.
In this success story, you will learn how implementing the Medallia Customer Experience Management (CEM) solution helped the firm achieve the following dramatic improvements:
-43% increase in Net Promoter Score (NPS) for the high-net-worth client segment within one year
-Over 50% of NPS detractors were moved out of the detractor category and invested an incremental $519M of assets
-Over 20% overall increase in assets, measured by “share of wallet”
