CX Program Evaluation Survey

Let us examine your current customer experience strategy and guide you on the path to improvement. It starts with this simple survey. Fill it out now to get started.


CXM for CFIs: Customer Experience Management Is the Antidote to Competitive Disruption (PDF)

This whitepaper will help you understand the benefits of customer experience management; negotiating the experience gap, creating a culture around the customer and engaging your total organization in the pursuit of better customer relationships.


When Pursuing Customer Experience Initiatives, Don’t Forget Your People

No one knows your members better than the employees who interact with them on a daily basis

The Biggest Threat to Your Customer Experience Initiatives?

The Biggest Threat to Your Customer Experience Initiatives? Your Traditional Thinking and Behavior.

A Close Encounter of the Fifth Kind

If You Aren’t Actively Engaged in VoC and CX Efforts, You Better Start, Now.

Data-driven organizations must capture real-time data to empower and guide CX initiatives

Data-driven organizations seeking to implement CX solutions, to compete for service excellence, and to drive growth, should look to CEM software.

Data-Driven Dialogues Will Define Successful Organizations

Digital disruption requires transformation – what’s your organization’s path to greater success?

The Data-Driven Organization Questions Everything

The path to successful business transformation travels through data-driven dialogues prompted by questions.

Data-Driven Dialogues Fuel Organizations’ Learning and Growth

Data, properly sourced, analyzed and discussed can show the way to strategic success.

The Changing Role of the 21st Century CEO

Are You the CEO of an Organization Seeking Transformation? If yes, you must encourage data-driven dialogues and nurture dialogue-driven leaders on your teams.

Speaking Engagements

“Closing the Experience Gap – A Primer in Building a CXM Culture”, CU Conferences, San Diego

“Is Your Largest Branch Open For Business – Developing an eStrategy for your Online & Mobile Channels”, CU Conferences, San Diego

“Enhancing Statements to Improve Member Experience”, Part of the Doxim Customer Engagement Webinar Series

“Winning Strategies for eStatement Adoption”, Part of the Doxim Customer Engagement Webinar Series