achieving the effortless member experience - callahan slides.pdfachieving the effortless member...
TRANSCRIPT
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Achieving The Effortless Member Experience
Justin DiPietro, COO and Co-Founder, Glia
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Can You Hear Me?• We are audio broadcasting so please plug in
your headphones or computer speakers to listen in.
• If your audio is choppy or slow, you may wish to dial into the teleconference:
Dial: +1 (415) 655-0003
Enter access code: 660 112 412#
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We Encourage Questions
Use the
Questions Boxlocated on the right side of the screen, to type your comments or questions.
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Tell Us What You Think!
Please take our post-event survey. We value your feedback!
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Achieving The Effortless Member Experience
Justin DiPietro, COO and Co-Founder, Glia
![Page 8: Achieving The Effortless Member Experience - Callahan Slides.pdfAchieving The Effortless Member Experience Glia Webinar in partnership with Callahan ... Current Customer Journey Demo](https://reader034.vdocument.in/reader034/viewer/2022042218/5ec47c6f88cd6c4f30226cb6/html5/thumbnails/8.jpg)
© Glia Inc. Confidential
Achieving The Effortless Member ExperienceGlia Webinar in partnership with CallahanJune 27th, 2019
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Your Host9
Justin DiPietro, Co-Founder & COO
● Co-Founder of Glia, where he is responsible
for product strategy and direction and day to
day operations.
● Prior to Glia, he worked as a consultant with
top enterprises on customer and technology
strategy.
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Agenda
Stage ARR(,000) Opp Count
Introduction $ #
Use Case ID $ #
Evaluation $ #
Current Customer Journey Demo $ #
Eval Complete $ #
Commercial Terms $ #
Contracts Review $ #
About Glia
Member Effort
Effortless Experience
• What is Loyalty
• 3 Findings
• A new Metric
Key Takeaways
• Digital-First Communication
• On Screen + Near Screen calls
• Digital Disloyalty
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© Glia Inc. Confidential
About Glia
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Introducing Glia
Glia cells
● Glue all neurons together
● Support all communication within the brain
● Make cognitive function possible
Glia platform
● Glue all channel options together
● Support all communication with Members
● Makes modern Member experience possible
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© Glia Inc. Confidential
human touch with technologyOur Vision is to combine the
best member experiences.
to create the
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“Glia enables us to serve our Members more effectively, more efficiency and provide a much better Member Experience overall.”
137%IncreaseIn CoBrowsing usage year-over-year
160%IncreaseIn digital engagement interactions year-over -year
Greg SmithPSECU President
Case Study:
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© Glia Inc. Confidential
Member Effort
A New Way to think about Member Experience
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The Effortless ExperienceMatthew Dixon, Nick Toman, Rick Delisi
Conquering the New Battleground for
Customer Loyalty
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What is Loyalty?
Wallet sharing Repeat Business Member Advocacy
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Finding 1: Blinded by Delight
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Finding 1: Blinded by Delight
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Confidential 20
Finding 2: CSAT ≠ Loyalty
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Finding 2: CSAT ≠ Loyalty
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FINDING 3:
Decrease Disloyalty
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Finding 3: Decrease Disloyalty
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Customer Effort
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© Glia Inc. Confidential
Effortless Experiences
Websites and Apps as the ultimate branches and digital-first engagement
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There are 2 ways to communicate today
Phone-First
Digital-First
Dial a Phone Number Phone Trees Verbal
Click to Messageand Talk
Business Logic Visual
Initiation: Connection: Experience:
Initiation: Connection: Experience:
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50% of Member Communication is Still Legacy Phone
B2B Communication(Colleagues)
*Gartner, Plan Now for Critical Shifts in Member Interaction Patterns
Companies
Slack Skype Zoom
Companies
Individuals
Individuals
FaceTime WhatsApp Messenger
Digital
Digital
Members
Credit Unions
Analog
Phone
C2C Communication(Friends/Family)
B2C Communication(Members)
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But Members are rarely just calling on the phone
*Glia Members and CEB, The Effortless Experience
On-Screen
Callers that are on a website/app when they place a call
Near-Screen
Callers that could be directed to a website/app during a call
Off-Screen
Callers that cannot access a website/app during a call
of all phone calls
80%
80% of all phone calls 20% of all phone calls
...and increasing
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Avoid Channel Switching
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The Change Must Happen NOW!
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Businesses are rapidly following suit in order to meet members where they are.
Digital Member Service deliversEffectiveness, Efficiency and Experience (no compromises)
Members are already digital with their Friends, Family and Colleagues.
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Phone-First vs. Digital-First
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Phone-First vs. Digital-FirstDisloyalty Driver Phone-First Digital-First
More than 1 contact to resolve
Members must call in each time a point of friction occurs
Next issue avoidance, agent can teach member how to resolve their own issues in the future without reaching out for additional help
Generic service Can’t get on the same page, must rattle off generic FAQ type responses and hope one sticks
Connect with a specialist who knows what the member is looking for and sees the member is already authenticated
Repeating information Without context from previous agent, member is forced to repeat their issue over and over
Members can be transferred seamlessly between agents while member information is stored and transferred to new agents have context going into the interaction
Perceived additional effort to resolve
Without next issue avoidance or live observation, member never learns how to work through their inquiry, making additional future engagements seem tedious and difficult
Next issue avoidance eliminates the perceived effort needed to solve an inquiry
Transfers Placed on hold and forced to repeat themselves over and over again
Simple, seamless, low effort
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© Glia Inc. Confidential
Key Takeaways
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Key Takeaways34
Member Effort
Effortless Experiences
Loyalty
Effort needed to solve a problem or obtain service online
Digital-First Communication On Screen + Near Screen CallsDigital Disloyalty
Members willing to expand upon:
Wallet share - how much members are spending? Repeat business - are they coming back?Member Advocacy - are they recommending your business?
Member Effort Score “The new metric” which impacts:Member Loyalty - are your members sticking around? Member Experience - are your members happy post engagement?Member Expansion- are you members increasing their wallet share?