How do Credit Unions Stay Relevant in the Age of Big Bank Mega-Tech Investments?

How do Credit Unions Stay Relevant in the Age of Big Bank Mega-Tech Investments?

Despite any lingering recession-era skepticism of big banks and their motivations, we are now seeing a significant shift in their favor – even among customers who were affected by the last downturn. The ten largest U.S. retail banks now manage 48% of total consumer deposits, up from 39% in 2009. This uptick is largely a result of their investments in digital technology.…

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West Monroe named in Forrester’s Recent Report “Now Tech: Salesforce Implementation Services, Q2 2019″

West Monroe named in Forrester’s Recent Report “Now Tech: Salesforce Implementation Services, Q2 2019″

Forrester’s recent report discusses how companies can navigate the ever-changing Salesforce product set and get to implementation faster by choosing the right partner based on their specific needs. The report provides insight into vendor size, functionality, geography, and vertical market focus. The right partner can help navigate the complexities of integrations, emerging products, commerce...

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Forrester CXNYC: “Breaking the Sound Barrier” with CX Transformation

Forrester CXNYC: “Breaking the Sound Barrier” with CX Transformation

The Forrester CXNYC Conference took place earlier this week, and I must say, it was one of the best I’ve attended in my career. It was a solid immersion in thought-leadership from Forrester on the state and direction of Customer Experience (CX). It was also a valuable chance to interact with my peers on where we see our clients heading, the challenges they are facing, and how we help them get...

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Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

A Configure, Price, Quote (CPQ) implementation discussion held in a sales silo can have a detrimental impact both upstream and downstream, but when discussed in unison can provide high value to both sales and finance. For any sales executive, the universal, albeit simplified, goal is to sell products or services that make the company money, ultimately driving commission for said executive.…

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This is CX Episode 43: Todd Unger, Chief Experience Officer at American Medical Association

This is CX Episode 43: Todd Unger, Chief Experience Officer at American Medical Association

We had the pleasure of speaking with Todd Unger who is the Chief Experience Officer at American Medical Association to talk all things CX: his journey into the CX world, where his role falls within the organization, how he’s been able to achieve executive level support, how he’s creating value, and his pieces of advice for others in the profession.…

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How Customer Demands Impact Warehouse Employee Engagement

How Customer Demands Impact Warehouse Employee Engagement

The distribution industry is going through a monumental shift. Industry disruptors, like Amazon, are constantly finding new ways to change the game. To keep pace with competition and mitigate the risk of lost business, many distributors are fulfilling each unique client request – regardless of how it impacts operations. In many cases, this means putting undue stress on warehouse staff to meet...

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5 Key Trends for CX Executives in 2019

5 Key Trends for CX Executives in 2019

New Year, New CX? Happy 2019! As customer experience (CX) professionals, 2019 is a critical year to demonstrate and articulate the tangible benefits and value of CX in our organizations. Here are five key CX trends that we believe organizations and their CX executives will focus on this year. Trend #1: Demonstrating and articulating the value that CX executives bring to the organization The...

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DEEPEN Customer Experience Transformation: Enact, Part 3 of 3

DEEPEN Customer Experience Transformation: Enact, Part 3 of 3

In the third and last installment of our blog series about customer experience (CX) transformation, we discuss the most difficult, costly, and risk-laden phase, Enact. A full-scale, company-wide, CX transformation takes a significant operational and financial investment. Given that most companies will need to transform in phases, CX leaders need to continuously show progressive return on...

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Using Customer Personas to Drive Human-Centered Design

Using Customer Personas to Drive Human-Centered Design

Too often, businesses make important decisions from an inside/out perspective; only thinking about what is important to the business but forgetting about the needs of their customers. How can organizations design something if they do not know who they are designing it for? Whether it is an in-store experience, a new technology, or a process for communicating with customers, businesses need to...

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Standardize to Transform: Retail’s Digital Journey

Standardize to Transform: Retail’s Digital Journey

Digital transformation is the new reality for the commercial world, and the retail industry is no exception. In fact, the theme of this year’s National Retail Federation (NRF) Big Show, which took place in January, was “retail transformation” and focused on four key elements: technology, business performance and growth, innovation, and partnerships and collaboration.…

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222 W. Adams
Chicago, IL 60606
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