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Kinesis CEM, LLC
Best Practices in Bank Customer Experience Measurement Design
http://www.kinesis-cem.com/Insights_Bank_CX.shtml
Eric Larse is co-founder of Seattle-based Kinesis, which helps companies plan and execute their customer experience strategies.
Mr. Larse can be reached at elarse@kinesis-cem.com.
http://www.kinesis-cem.com
http://www.kinesis-cem.com/bank_customer_experience.shtml
kinesis-cem.com 206.285.2900 info@kinesis-cem.com
Best Practices in Bank Customer
Experience Measurement Design
Three Broad
Methodologies
Customer
Feedback
Employee
Feedback
Observational
Research
360
Degree
View
Customer
Side of Bank-
Customer
Interface
• Post Transaction
• New Accounts
• On-Boarding
• Closed Account
Behavioral
Side of Bank-
Customer
Interface
• Objective Behaviors
• Open-Ends
• Subjective Impressions
Mystery shopping is an excellent tool to align
sales and service behaviors to the brand.
Employee
Side of Bank-
Customer
Interface Employee Surveys
Leverage Unrecognized Experts in the
Customer Experience
Social
Listening
Social listening fills in the white spaces between
other research tools. Its value lies in correlating
social data with other data sources.
Filling in the White Spaces
Customer
Comments Four Groups of
Comment Providers
Extremely Happy
Customers
Extremely
Unhappy
Customers
Extremely Bored
Customers
Customers with
Requests
Dear [President's name]:
Here is something I would like you
to know . . .
[Lots of white space]
Sincerely yours,
[Space for name, address and phone
number]

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Best Practices in Bank Customer Experience Design