Background

America’s 6th-largest retail bank worked with Concentrix Catalyst to help coalesce a strategic vision and plan for executing world-class customer loyalty as a company.

Challenge

The Concentrix Catalyst team built a Loyalty Strategy Architecture that enumerated and visualized organizational objectives, required customer behaviors, customer experience drivers, and necessary operational capabilities—connecting related insights and dependencies.

Solution

Using this Architecture, we developed recommendations for improved Personalized Marketing that focused on the customers’ place in the product lifecycle, their attitudinal orientations and needs, and measurable behaviors to trigger automated treatments. Requirements were identified based on current capabilities, prioritized by ROI, and documented in a strategic roadmap to drive implementation.

Learn how to integrate customer experience with customer loyalty.