CX Integration™
The ultimate client Experience

CX Integration™ is about evolving your business to help meet the needs of your clients. The client experience is an important way of differentiating your practice. With the amount of competition in financial services, this methodology is more important than ever before.

The CX Integration™ program helps you build a customer-centric practice along with custom methodologies and insight on creating an ultimate client experience. We will help you develop ways to attract your ideal client, define an exclusive client experience process, and ways you can build incredible interactive client events.

Quick Facts*

  • 70% of buying experiences are based on how the client feels they are being treated.

  • A 2% increase in client retention has the same effect as decreasing costs by 10%.

  • Fully engaged policy owners purchase 22% more types of insurance products than actively disengaged policy owners.

  • 86% of buyers will pay more for a better customer experience.

*"44 Facts Defining the Future of Customer Engagement - SAP News Center." SAP News Center. N.p., 13 Oct. 2014. Web. 25 Aug. 2015.

Practice Resources

Our Philosophy
Our Philosophy

The business philosophy explains your practices overall goals and purpose. The philosophy also outlines the values that are important to your practice.

best practices
Who We Work With

You need to identify who your ideal client is. Knowing "who" you want to work with will help appeal more to potential clients' wants or needs.

Services and Product Information
Services Offered

Have you ever lost a sale because your client didn't know you offered a particular product or service?

Methods and Experience
The Client Experience Journey

Having a business process model for your clients can help align the needs and wants of your clients with developing a strategy.