Case Study: Fortune 500 Global Financial Service Company achieves 96% client retention with Encompass-CX

Global Financial Services Company Breaks out of the Pack with Encompass-CX

Fortune 500 Global Financial Service Company, a leading provider of financial solutions, faced slow organic growth, a commoditized market, and difficulty retaining clients. To improve differentiation and strengthen client experience, the company worked with Encompass-CX and its customer experience management application.

Encompass-CX implemented its salesEQUITY™ 1:1 program, relationship assessments for multiple buyers per account, self-assessments and action planning, plus custom practices and coaching for the account team. The result was improved visibility into at-risk clients and stronger relationship management, helping drive client retention to 96%, a 25-year average client tenure, a 39% “Trusted Advisor” score, and a world-class SEQ-score™ of 87.