“CX Strategy Based on Corporate Culture to Realize Customer-Oriented Business Operations in Financial Institutions” held on September 12th ❘ Seminar Info
*Seminar Info Co., Ltd.*
Press release: August 22, 2024
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“CX Strategy Based on Corporate Culture to Realize Customer-Oriented Business Operations in Financial Institutions” held on September 12th ❘ Seminar Info
*Date and time: Thursday, September 12, 2024, 13:30-16:30 Format: Venue/online hybrid event! *
* Seminar Info Co., Ltd. (Head office: Chiyoda-ku, Tokyo Representative: Konishi On Thursday, September 12, 2024, Wataru will hold an event titled “CX Strategy Based on Corporate Culture to Realize Customer-Oriented Business Operations at Financial Institutions.” *
*Lecturer: Nomura Research Institute, Ltd. Expert Strategist Tatsuo Tanaka We will welcome him to explain CX improvement strategies to realize customer-oriented business operations, how to proceed with CX strategies, and CX research and analysis by financial industry. * *Please see below for details. *
Click here for seminar details
* ■Background of the event*
With the “Bill to Partially Amend the Financial Instruments and Exchange Act, etc.” enacted on November 20, 2023, customer-oriented business operations have become a law that must be partially observed. An increasing number of financial institutions are starting to implement CX strategies, which are measures that involve the substance of customer-oriented business operations, but many are struggling with how to proceed.
In this seminar, we will explain the basic concept of CX strategy, how to proceed, management, and how to handle audits. We will also explain the value that customers seek from financial institutions based on the analysis results of the CX benchmark survey conducted every year by NRI.
* ■Lecture content*
*1. What is CX strategy*
(1) Why is a CX strategy necessary?
(2) Case study: Prudential Life
(3) Case study: American Express
(4) Case study: Charles Schwab
*2. CX improvement measures*
(1) Case: Wells Fargo
(2) Case study: BNP Paribas
(3) Case study: Prudential Life
(4) Case study: China Pingan
*3. How to proceed with CX strategy*
(1) How to proceed with CX strategy
(2) Correct CX strategy
(3) Responding to culture audits regarding customer-oriented business operations
*4. CX research analysis by Japanese financial industry*
(1) Banking industry CX survey analysis results
(2) Securities industry CX survey analysis results
(3) Life insurance industry CX survey analysis results
*5. Q&A*
* ■What you will gain from this seminar*
・CX concept, difference between CS and CX, CX improvement measures (4 patterns) ・How to proceed with CX strategy to realize customer-oriented business operations (management and response to audits)
・Issues and CX improvement measures by financial industry as seen from CX benchmark survey
* ■Seminar details*
* *
CX strategy based on corporate culture to realize customer-oriented business operations at financial institutions
~ How to proceed with CX strategy, corporate culture and audit response, and the latest trends in CX benchmark research ~
* [Date and time] *
Thursday, September 12, 2024 13:30-16:30
*Archive distribution included
* [Lecturer] *
Nomura Research Institute, Ltd.
expert strategist
Mr. Tatsuo Tanaka
* [Participation fee] *
32,600 yen per person (including material fee and consumption tax) Send a PDF of the course ticket, invoice, and receipt by email.
* [How to participate] *
You can choose from the following methods.
・Venue participation (Seminar Info Co., Ltd. 2F Conference Room) ・Online participation (Zoom)
* [Recommended participants] *
Financial institutions’ corporate planning departments, sales planning departments, CX promotion departments, digital strategy departments, risk management departments, system companies
* [How to apply] *
Please fill out the necessary information on the seminar details page and apply.
Information will be sent to the email address you registered at the time of application one business day before the event.
* [Click here for seminar details]*
* https://seminar-info.jp/entry/seminars/view/1/6320*
* [Sponsor] *
Seminar Info Co., Ltd.
* ■About Seminar Info Co., Ltd.*
* 【Company Profile】*
Company name: Seminar Info Co., Ltd.
Head office location: 2-2-3 Kudan Minami, Chiyoda-ku, Tokyo, Kudan Plaza Building 2F/5F
Representative Director: Wataru Konishi
Business content: Seminar business,
Customer acquisition agency business (forum/private event),
Media business (web media “The Finance”)
Established: August 1, 2005 (Founded in January 1999)
HP: https://www.seminar-info.jp/
* [Contact information regarding this matter]*
Seminar Info Co., Ltd.
E-mail: seminar-operation@seminar-info.jp