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    Designing the Blueprint for Lifelong Customers with Sarah Diegnan, VP of Customer Experience at ChartHop

    enJune 22, 2023
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    About this Episode

    This episode features an interview with Sarah Diegnan, VP of Customer Experience at ChartHop, a dynamic, visual, and actionable people analytics platform that helps companies manage and support their employees. Sarah leads ChartHop’s customer journey, partnering with customers from the first moments of onboarding through successful execution of all account goals to make sure customers get the most out of ChartHop. With a background in structural engineering, Sarah’s career has taken her from building cathedrals to building customer relationships. And in this episode, she discusses how to systematically design the customer journey, and how she drives value from day one, and how she creates that stickiness factor to get customers hooked on the ChartHop brand.

    Quotes

    *”You really have to think through: Who are my customers? What are they buying? Why do they need us? Why do they use us? I think sometimes we get caught in a little bit of a trap because we are the ones that have to define what value means for our product.”

    *”At the end of the day, your customer journey is truly project management. I mean, it's customer management at that point. And so how I've always thought about customer journey in a lot of ways is, you're building a building, Like you start by digging the ground and building the foundation. And in a lot of ways, that's not the most attractive part of the building. But if you don't have a strong foundation, you don't have anything. And so that's what I always compare to your onboarding and your implementation. And so I do think there is correlation between building a building and the customer journey.”

    *”I feel really strongly that the best experience that we can provide to our customers is the one that is rooted in process, and everyone follows the same process. And that's not to say that we treat everyone like a number. Every customer is gonna have their own unique style. Every customer is going to have their own unique use cases and challenges. And I welcome all of that. I want that. But the foundation has to be the same.“

    Time Stamps

    [0:52] Introducing Sarah Diegnan, VP of Customer Experience at ChartHop

    [4:02] How Sarah started as a structural engineer, designing a cathedral

    [9:47] Sarah’s “reckoning” where she pivoted to Customer Experience

    [13:35] About Sarah’s journey to Opower

    [24:33] How does Sarah apply her expertise to CX at ChartHop today?

    [29:34] How does ChartHop use KPIs and metrics to tune into CX

    Bio

    Sarah Diegnan is the VP of Customer Experience at ChartHop. Sarah has over 10 years of experience in customer success and operations, having served in various leadership roles at companies such as Acuity Brands, Opower, and Adura Technologies. She is a results-oriented leader with a proven track record of building and scaling successful customer success organizations. She is passionate about driving value for customers and helping them achieve their goals.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Sarah

    Learn more about ChartHop

    Connect with Sohaib on LinkedIn

    Check out HGS

    Recent Episodes from CX Champions

    Empowering Customer Choice with Micah Sampson, Head of Customer Experience at Intuit

    Empowering Customer Choice with Micah Sampson, Head of Customer Experience at Intuit

    This episode features an interview with Micah Sampson, Head of Customer Experience at Intuit, a powerhouse in the FinTech space with sub brands like TurboTax and QuickBooks and Credit Karma that drives revenue close to $30 billion annually. In his role at Intuit, Micah spearheads customer experience management, investing time working directly with product managers, developers and partners to identify and solve customer problems, optimize business processes, and foster customer loyalty and retention. His team is truly customer obsessed. Their mission is clear: constantly improve customer satisfaction, reduce churn and drive revenue growth for Intuit's formidable portfolio of brands. So in this episode, Micah and host Larry Fleischman discuss setting a high standard for CX across multiple brands, getting employees to take extreme ownership of the customer experience across the company, and empowering customer choice through AI, data and technology.

    Quotes

    *”One of the things that we talk about at Intuit is extreme ownership. It's no one person's role to ramp for peak season. It's all of us. It's all of our job to make sure that the voice of the customer - the things we're hearing feedback from the call centers, feedback from the product surveys - it's all of our job to collate that and share that back to the business so we can get better every year.”

    *”Saying, ‘We need to delight our customers.,’ I hate the word delight. And the reason I hate that word is because it's very subjective, right? Delight for me may be different from delight for you. And so you can't solve for that.”

    *”There were agents who were very technical and could solve for the customer, but they weren't very empathetic. And while they would have short call times and probably solve for the customers, their CSAT scores were very low. Versus an expert who maybe is not the best technically, but talks to every single customer like they're their neighbor and would perform extremely well.”

    *”The only commodity that we can never get back is time. And so if we waste your time, we're taking away a commodity that you can never get back. And so we really focus on effort. What's the level of effort that our customers feel they have to go through when they're interacting with the product, when they're interacting with an agent, all those things?”

    *”It's up to the customer. I think that is one of the things that we often lose sight of. So I think for us, it's about choice, right? It's really like, what are our customers saying? What's important to them? And how do we serve the needs of all those customers?”

    Time Stamps

    [0:55] Meet Micah Sampson, Head of Customer Experience at Intuit

    [2:18] How did Micah’s background as a financial advisor shape how he thinks about CX?

    [3:01] What patents did Micah work on to improve the CX at Intuit? 

    [10:57] About Micah’s career path at Intuit

    [11:30] What are the challenges to leading CX at Intuit?

    [15:23] What are the benefits to having multiple sub brands?

    [18:51] How does Micah think about CX?

    [21:49] What has Micah learned about CX along the way?

    [24:43] How much of the customer experience is automated at Intuit?

    [26:36] What does the future of CX look like at Intuit?

    [28:14] How does Micah’s experience as a Six Sigma Black Belt shape his approach to CX?

    [31:36] What’s an amazing customer experience that Micah has had personally?

    About our guest, Micah Sampson

    Micah Sampson is Head of Customer Experience at Intuit. He has been with the company for over 13 years, having started in October 2010 as a Sales and Support Rep. Prior to Intuit, Micah served as a Financial Advisor at Merrill Lynch and A.G. Edward & Sons. He has also been a Project Manager at Market Central. 

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Micah on LinkedIn

    Learn more about Intuit

    Connect with Larry on LinkedIn

    Check out HGS

    Driving Change: Turo’s Trailblazing COO, Julie Weingardt

    Driving Change: Turo’s Trailblazing COO, Julie Weingardt

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    Quotes

    *”As things mature, there's always opportunities to challenge what's being done and to ask, is there another way, a better way, a smarter way to do something? Just because it's been done that way over and over again doesn't mean that you can't challenge it and see what other ways there might be to do it better or smarter.”

    *”Let's face it. Consumers just want a product that works. No matter what it is, you don't want to have to contact support. So first and foremost, keeping that as the mission, when we continue to release new features and things, it just needs to work. And we need to test for that all the way through.”

    *”Being a female in a male dominated world, so much of mentorship and business conversations at that time happened on the golf course. So, when we went to corporate events, while a lot of spouses who were female went and did spa days, I went to the golf course.”

    *“It’s not only females who need female mentors. Males need female mentors too. How else are they going to understand the differences in what's needed in the world of business from a gender basis? Not only are females not good at asking for it, they're not good at offering it up to be mentors either. And so we have to continue to foster that type of mentorship and make sure that all of our young professionals are getting a good relationship from both males and females in their professional careers.”

    *”We really know that how we're going to continue to win and dominate as we've been doing in this space is to just continue to win one customer at a time. It is always about iterating and reiterating over and over again on what we do and how we do it because it's about making that next customer experience even better.”

    Time Stamps

    [0:39] Meet Julie Weingardt, Chief Operations Officer at Turo

    [2:31] How did Julie get her start in CX?

    [7:41] How did Julie’s experience in ranching shape her leadership style?

    [14:47] What was it like working for a BPO in the early days of CX?

    [17:06] How did Julie become COO of Turo?

    [21:47] What is the customer experience like at Turo?

    [26:48] How do they solve a CX issue at Turo?

    [28:15] How did business change through the pandemic at Turo?

    About our guest, Julie Weingardt

    Julie Weingardt is an operations executive who believes the most important customer interaction is the one that happens next. Julie strives to transform customer touchpoints into powerful relationship- and brand-building tools through the use of highly efficient business practices. With 30 years of operations and contact center experience, she is particularly skilled at developing and executing omni-channel operational solutions using combinations of internal and outsourced teams. Julie’s career background includes executive operational roles at Startek, Sitel, and Sykes. She attended the University of Northern Colorado and holds a certificate from Cornell University’s Johnson Graduate School of Management in Executive Leadership.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Julie on LinkedIn

    Learn more about Turo

    Connect with Larry on LinkedIn

    Check out HGS

    Becoming the Pink Zebra: How CEO Ron Holt Created the “First Happy Moving Company” By Prioritizing CX Over Profit

    Becoming the Pink Zebra: How CEO Ron Holt Created the “First Happy Moving Company” By Prioritizing CX Over Profit

    This episode features an interview with award-winning CX leader Ron Holt, Founder of Pink Zebra Moving, the first happy moving company. Ron started Pink Zebra in 2020, and is the former CEO & Founder of Two Maids & A Mop, where he served for nearly 19 years. He specializes in franchise development, management, sales & marketing, and leadership. And in this episode, Ron and host Larry Fleischman discuss seizing an opportunity in the market, listening to the customer, and creating a truly remarkable experience.

    Quotes

    *”Sometimes I would lose competitive bid situations to folks who didn't have near the grit that I have. But the consumer made their choice. And so, there was a moment of reflection during those early years of where I had to really think differently about how I was going to grow the business. Obviously, hard work is always going to be a part of that recipe, but there has to be something else. At the end of the day, it's all about the consumer. What do they want?”

    *”Most businesses, even today, don't understand that their business has to be unique and different. It has to be remarkable and memorable.”

    Time Stamps

    [1:56] Introducing Ron Holt, CEO of Pink Zebra Moving

    [3:11] The journey of Ron Holt

    [5:22] How did Ron address the challenges of starting a new business?

    [7:21] How did Ron start Two Maids and a Mop?

    [16:44] The birth of Pink Zebra

    [20:59] How Pink Zebra offers a remarkable moving experience

    [21:29] How does Pink Zebra make moving fun?

    [22:45] The importance of customer engagement in the moving industry

    [23:56] Scaling personalization in the moving industry

    [30:03] The surprise box: A unique Pink Zebra offering

    [38:00] The future of Pink Zebra and the moving industry

    [39:38] The measure of success for Pink Zebra

    About our guest, Ron Holt

    Ron Holt is the Founder of Pink Zebra Moving, having started the company in 2020. He is the former CEO & Founder of Two Maids & A Mop, where he served for nearly 19 years. His specialties are franchise development, management, sales & marketing, and leadership. Ron has been ranked 6th in the 2017 Bulldog 100 Fastest Growing Companies, named by Entrepreneur Magazine as the 11th Top New Franchise in America in 2018, won the 2019 UGA Entrepreneurial Spirit Award, and recognized many other times for his outstanding entrepreneurship.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Ron

    Learn more about Pink Zebra Moving

    Connect with Larry on LinkedIn

    Check out HGS

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    Quotes

    *”If you don't disrupt [the industry] yourself, somebody's going to do it for you.  And that's what Hotels.com was doing in the hotel space. They were disrupting. And I wanted to be a part of that.”

    *”It's always cheaper to keep a customer than it is to go acquire a new one. How do you treat a new customer through customer service versus an existing one? Should they have a different service? We decided we would create a separate call center environment, customer experience environment, for those loyalty customers. They got a special number, they got special treatment. We would send out gift bags for our most loyal customers so that they felt like they were a part of something bigger.”

    *”It's okay for customers not to have to call in. The best experience is the experience where it's so easy and simple that they don't need to call in. I think over the last 10 years, I've learned in my career how to build the most amazing experience where you don't need somebody to call in.”

    *”If we can make it super easy for the consumer, then we're helping the city improve the flow of traffic through the city. And we're making it so much easier for somebody to live in that space because they can use a mobile app with ease.”

    *”We need to fail fast and learn from it. How do we put something out there in an A/B test fashion without too much exposure so it doesn't risk the business, but in a way that we can test it on a micro level and understand what the impacts are?”

    Time Stamps

    [1:23] Introducing Scott Booker, Chief Customer Officer at EasyPark Group

    [3:26] Learn about Scott’s background and path to CCO at EasyPark Group

    [6:17] Hear about Scott’s first job out of school at Accenture

    [7:12] What did Scott learn about customer experience while at Blockbuster?

    [12:49] How did Scott fundamentally shift the CX at Hotels.com to drive growth?

    [20:36] How did Scott create the loyalty program at Hotels.com?

    [25:56] How do you create a low- or no-touch customer experience?

    [31:33] What’s Scott’s take on striking a balance between automation and human interaction in the customer experience?

    [34:02] What’s Scott’s appetite for risk? And how does he handle change management at speed?

    [37:02] What’s in the future for EasyPark Group?

    Bio

    Scott Booker is Chief Customer Officer at EasyPark Group. He has held leading positions at large scale, digital marketplaces. Most recently at Copart, the number one global leader in online vehicle auctions. Prior to Copart, Scott had several leading roles at Expedia Inc., one being President of Hotels.com, where he led the company’s rapid global expansion. Scott also has profound experience developing transformational growth strategies.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Scott

    Learn more about EasyPark Group

    Connect with Larry on LinkedIn

    Check out HGS

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    Welcome to Season 3 of CX Champions!

    A brand new season of CX Champions is on the way. HGS is excited to bring you insights from top CX leaders at your favorite brands. So get ready to dive deep into the minds of industry pioneers who have mastered the art of crafting unforgettable digital customer experiences.

    We’ll be chatting about how to upgrade your digital customer experience from leveraging AI and data analytics to harnessing the power of storytelling to engage your audience like never before. We’ll also discuss keys to success and lessons from people who have spent decades in the CX industry. This podcast is your go-to resource for elevating your digital customer experience game.

    So, whether you're a seasoned CX professional or just stepping into this exciting realm, CX Champions is your compass to navigate the intricate landscapes of modern customer interactions. 

    Get ready to unlock a world of CX possibilities. Don't miss out – subscribe now and never miss an episode. In the meantime, visit HGS.CX/insights for more information on how to transform your digital customer experience! And if you or someone you know would like to be a guest on the show, you can email us at podcast@teamhgs.com.

    How to Create Raving Fans like a CX Rockstar with Craig Antonucci, CXO at Autocar

    How to Create Raving Fans like a CX Rockstar with Craig Antonucci, CXO at Autocar

    This episode features an interview with Craig Antonucci, Chief Experience Officer at Autocar, the only American truck manufacturer focused on trucks for severe-duty vocational applications. Craig brings 25 years of experience in building businesses large and small. He has a proven record of helping organizations grow as much as 1000%. He joined Autocar after spending 12 years at BPA Quality, where he designed customer experiences for many leading global companies. And in this episode, he discusses what it was like becoming the youngest Operations Director in the history of Vermont American, how he reached a critical turning point in his career and decided to start his own business, and turning data points into a customer journey.

    Quotes

    *”Pay attention to the details of what it is that your customer wants out of their experience. Because if you don't, then they're gonna notice it and you're gonna miss out.”

    *”There’s an art of positioning yourself to help your customer understand the important things and not focus on the things that aren't really important.”

    *”I'm also a musician. And there's no better feeling than having a great crowd. When you're playing and you have a bad crowd, it can drain you really quick. So you have to find those places where you can trade that energy with other people. That's a core principle of customer experience too, is how do you tap into that energy of the customer and turn it into a positive thing.”

    *”A CX leader needs to know how to sell, whether you're a good salesperson or not. You have to know basic sales. You know the basics of communicating with people effectively, getting your message in short and quick, following up with them, paying attention to the verbal and body cues, and just everything that goes along with sales. If you don't have those skills, you're not gonna be a good CX leader.“

    *”How many times have you found yourself in a meeting thinking about a deadline for another client that you have? That's just a terrible way to live as a person, but you're not gonna be very successful as a leader because if you're not focused in the moment, people are gonna pick up on it. And customers notice that too. They wanna feel important, they wanna feel like you're giving them every bit of attention that you would at that point in time.”

    Time Stamps

    [0:50] Introducing Craig Antonucci, CXO at Autocar

    [2:18] How did Craig navigate imposter syndrome as the youngest Operations Director in the history of Vermont American?

    [5:25] How did Craig get into Customer Experience?

    [10:26] Hear about the one day that changed Craig's career trajectory.

    [13:55] How did Craig get into teaching and mentorship?

    [19:50] How did Craig's understanding of CX gel at JL and BPA Quality?

    [24:30] How did Craig become Autocar's first CXO?

    [29:02] What's a raving fan, and how do you create them?

    [36:01] How does Autocar think about the customer experience?

    [45:24] How did Craig's move to Birmingham, Alabama shape his perspective on CX?

    Bio

    Craig Antonucci is Chief Experience Officer at Autocar. He brings 25 years of experience in building businesses large and small. He’s well-versed in all functions of an organization and able to create, build, lead and manage and flourish in any complex team structure. He has a proven record of helping organizations grow as much as 1000%. He joined Autocar after spending 12 years at BPA Quality, where he designed customer experiences for many leading global companies.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Craig

    Learn more about Autocar

    Connect with Sohaib on LinkedIn

    Check out HGS

    Designing the Blueprint for Lifelong Customers with Sarah Diegnan, VP of Customer Experience at ChartHop

    Designing the Blueprint for Lifelong Customers with Sarah Diegnan, VP of Customer Experience at ChartHop

    This episode features an interview with Sarah Diegnan, VP of Customer Experience at ChartHop, a dynamic, visual, and actionable people analytics platform that helps companies manage and support their employees. Sarah leads ChartHop’s customer journey, partnering with customers from the first moments of onboarding through successful execution of all account goals to make sure customers get the most out of ChartHop. With a background in structural engineering, Sarah’s career has taken her from building cathedrals to building customer relationships. And in this episode, she discusses how to systematically design the customer journey, and how she drives value from day one, and how she creates that stickiness factor to get customers hooked on the ChartHop brand.

    Quotes

    *”You really have to think through: Who are my customers? What are they buying? Why do they need us? Why do they use us? I think sometimes we get caught in a little bit of a trap because we are the ones that have to define what value means for our product.”

    *”At the end of the day, your customer journey is truly project management. I mean, it's customer management at that point. And so how I've always thought about customer journey in a lot of ways is, you're building a building, Like you start by digging the ground and building the foundation. And in a lot of ways, that's not the most attractive part of the building. But if you don't have a strong foundation, you don't have anything. And so that's what I always compare to your onboarding and your implementation. And so I do think there is correlation between building a building and the customer journey.”

    *”I feel really strongly that the best experience that we can provide to our customers is the one that is rooted in process, and everyone follows the same process. And that's not to say that we treat everyone like a number. Every customer is gonna have their own unique style. Every customer is going to have their own unique use cases and challenges. And I welcome all of that. I want that. But the foundation has to be the same.“

    Time Stamps

    [0:52] Introducing Sarah Diegnan, VP of Customer Experience at ChartHop

    [4:02] How Sarah started as a structural engineer, designing a cathedral

    [9:47] Sarah’s “reckoning” where she pivoted to Customer Experience

    [13:35] About Sarah’s journey to Opower

    [24:33] How does Sarah apply her expertise to CX at ChartHop today?

    [29:34] How does ChartHop use KPIs and metrics to tune into CX

    Bio

    Sarah Diegnan is the VP of Customer Experience at ChartHop. Sarah has over 10 years of experience in customer success and operations, having served in various leadership roles at companies such as Acuity Brands, Opower, and Adura Technologies. She is a results-oriented leader with a proven track record of building and scaling successful customer success organizations. She is passionate about driving value for customers and helping them achieve their goals.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Sarah

    Learn more about ChartHop

    Connect with Sohaib on LinkedIn

    Check out HGS

    A PR Executive's Guide to CX Transformation: Stacy Armijo at Amplify Credit Union

    A PR Executive's Guide to CX Transformation: Stacy Armijo at Amplify Credit Union

    This episode features an interview with Stacy Armijo, Chief Experience Officer at Amplify Credit Union. Amplify is a member-owned financial cooperative with more than 57,000 members and over $800 million in assets. They’ve been serving all 50 states since 1967. At Amplify, Stacy is in charge of Marketing, Communications and Social Impact. She also handles Retail, Payments & Operations, Human Resources and Training. She has over 20 years of professional experience in the industry. In this episode, Stacy explains how to build meaningful, impactful programs to create a job you love. She describes effective PR strategies, and what resources are most important for any company.

    Quotes

    *“I have a unique skill set in bringing the right words to the right ideas to make those ideas meaningful and impactful for others. And when I think about what combines all the things that I do, and the moments in my professional or personal world where I have felt like I really did something, like I really made an impact and it was unique and it was valuable, it can be boiled down to something sort of like that.”

    *“I think so often people underestimate what they do well. They tend to focus only on what they don't do well and how can they mitigate the liabilities of what they don't do well as opposed to, ‘I do this really well, how can I lean into that and make that more effective?’”

    *“In my career, I think about, ‘What is my current experience and does it satisfy all three Gs? Am I giving something? Do I feel like I'm contributing in a way that's meaningful and useful? Am I getting something? Is there something that I'm getting back in terms of what I'm learning and how I'm growing? And do I feel gratitude? Do I feel gratitude for the people I get to work with, for the compensation that I get to earn for all the opportunities that I have to be involved in things?’ And if I can say yes to all three Gs, I'm in the right place.”

    *“In my opinion, someone who is an effective public relations professional is good at anticipating the point of view of the people that they're interacting with. Understanding the messages that have meaning for them. And expressing them in a way that gets somebody to move to action. In essence, that's what a good PR person can do. That's not different from what a good customer service person can do.”

    *“I see an opportunity to be more authentic and to connect to something that's more real for people. And then to take the personality of the institution and carry that through.”

    *“Money is not your most precious resource. It is attention. Attention is your most precious resource in an organization. And so to be able to say ‘great idea, not today,’ is something that I do all the time.”

    Time Stamps

    [00:03:17] Stacy’s elevator pitch

    [00:11:39] How Stacy’s career started

    [00:14:55] The overlap between PR and CX

    [00:16:42] Making your work personal

    [00:22:31] Making the most of your resources

    [00:25:41] Designing online channels

    [00:31:09] Prioritizing digital customer service

    [00:35:23] The start of fee-free banking

    [00:40:26] The future of CX

    [00:47:08] Making the most of your strategy

    Bio

    Stacy is Chief Experience Officer with Amplify Credit Union, a $2B community financial institution based in Austin, Texas. At Amplify, her responsibilities include (1) Marketing, Communications and Social Impact; (2) Retail, including Branches, Contact Center, Wealth Management and Consumer Lending; (3) Payments & Operations; and (4) Human Resources and Training. She started her career in communications, having spent over 16 years at Pierpont Communications and working up from an account executive to EVP. She brings with her over 20 years of professional experience overall, and has also served as a Lecturer at the Stan Richards School of Advertising and Public Relations at UT at Austin. There, she taught “Strategies in Public Relations.”

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    See Stacy’s Website

    Learn more about Amplify Credit Union

    Connect with Larry on LinkedIn

    Check out HGS

    Sarah Owen: Revolutionizing Claims Payments at One Inc.

    Sarah Owen: Revolutionizing Claims Payments at One Inc.

    This episode features an interview with Sarah Owen, Chief Product Officer at One Inc, the leading digital payments network in the insurance industry. Sarah joined One Inc. in 2021, and brings with her deep payments knowledge. She has more than 20 years of experience in leadership roles at First Data, Heartland Payment Systems, Vantiv, and TSYS. Sarah is also an inventor, having patented and served as co-inventor on several mobile and digital payments solutions. In other words, she’s a true payments expert. And in this episode, we’re learning from her about making a better product by putting customers front and center, identifying the moments that matter in your customer’s journey, and how One Inc. is at the forefront of a new age in the insurance industry.

    Quotes

    *”If you’re not solving problems for the customer, keeping the customer front and center, and ultimately improving their experience, then no one's going to buy your product.”

    *”Customer experience, from my perspective, is all about mapping out that customer journey to really understand the points that matter. What do you need to make sure that you get right? So it is about storytelling.”

    Time Stamps

    [2:23] How Sarah’s work-to-give mindset has shaped her career

    [5:19] What’s Sarah’s approach to customer experience

    [6:20] How did Sarah get into CX?

    [11:43] How low-code no-code helps with digital transformation

    [13:27] How is One-Inc a B2B2C company?

    [16:39] How Sarah identifies the moments that matter through customer journey mapping

    [19:21] How One Inc. is revolutionizing the insurance payments process

    [21:38] How legacy insurance companies operate, and why the established payments processes have lasted

    [25:49] How One Inc. uses tokenization to protect payment information

    [30:57] What does Sarah think about the future of payments?

    Bio

    Sarah Owen is Chief Product Officer at One Inc. Owen joined One Inc. in October of 2021 following a career driving product innovation, development and business transformation for payments. With increasing levels of responsibility, she has managed large product portfolios and built new products across card issuing, consumer loyalty and payment facilitator lines of business. For over two decades she has held senior roles at companies including First Data (Fiserv), Heartland (Global Payments), Vantiv (FIS) and she most recently served as lead for the Customer Engagement Portfolio for TSYS, a business unit of Global Payments. Owen combines her deep payments knowledge with a passion for helping clients transform their digital experiences and is a true champion of innovation, having patented and served as co-inventor for multiple mobile and digital payment solutions. Based in Atlanta, Sarah has also served as a mentor for TechStars and is an active volunteer in the local community.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Sarah on LinkedIn

    Learn more about One Inc.

    Connect with Larry on LinkedIn

    Check out HGS

    Jeff Newman: Personalizing CX at Porsche in a Digital-First World

    Jeff Newman: Personalizing CX at Porsche in a Digital-First World

    This episode features an interview with Jeff Newman, Manager of Customer Care for Porsche North America. He works to provide Porsche car customers with a best-in-class experience that aligns with Porsche’s 75-year history of brand excellence. In this episode, Jeff shares his leadership philosophy, and what he’s seen work over the course of his career. He also explains what makes a customer experience program successful, and how he’s built the program at Porsche.

    Quotes

    “I think that being an effective leader… it's the same arrows in the quiver, if you will. So whether it's in retail, whether it's in contact centers, or sales or service or tech support, you can still be a great leader. The same things that helped me be successful on the retail side was no different once I came over to the contact centers.”

    “It’s difficult to say that something is or isn't working if everybody's doing it in many different ways. So to me, one of the things I always like to do in a new role is asking if we have standard processes in place for a good 80% of what we do. So let's standardize what we're doing, and then we can go back and simply measure and say, is this working or is this not working?”

    “I am a huge proponent of quality assurance. It's something I am extremely passionate about. It's something I'm trying to finish a book on. But quality assurance in human behavior skills is something that I will never, ever, ever dictate with scripts.”

    “People can typically handle when changes are made, when they're being informed why. And so while I started out in the field, I always promised that if I ever became a corporate guy, that I would never be that person that's sitting in the ivory tower, sort of doing the regal wave to everybody. I'm never gonna be that person that's gonna let things happen to people without them being part of the process.”

    “To me, when you have a well-oiled quality program set up, a huge component of that is knowing the individuals. Everybody is a unique individual and you have to treat them as such.  It's the only way you're gonna be successful.”

    “[I have] this mantra, like everything that we do, whether it's building customer experience programs or agent programs or anything: how are we showing that we value your time?”

    Time Stamps

    [04:47] How Jeff got to where he is today

    [07:50] Jeff’s leadership philosophy

    [08:34] The importance of data

    [10:28] Standardizing customer service

    [17:26] Running a well-oiled program

    [20:48] How Jeff coaches

    [22:36] A customer field study

    [27:59] The importance of a purpose-driven brand

    [37:32] Jeff’s future

    Bio

    Jeffrey Newman is Manager of Customer Care for Porsche Cars North America. He’s been with the company for 8 years, having started in April of 2015. Before Porsche, he served as Director of Customer Service for the Northeast Region for American Express. He has also held leadership roles at Windstream Communications, Alltel and Walmart. He has a B.S. in Marketing from Rochester Institute of Technology.

    Thank you to our friends

    This podcast is brought to you by HGS. HGS is a digital customer experience leader dedicated to delivering winning customer interactions at scale that are prompt, personal, and positive. We continuously transform, optimize, and grow enterprises to exceed ever-rising customer expectations. HGS provides our clients with the right talent and technologies needed to champion every moment. Learn more at hgs.cx.

    Links

    Connect with Jeffrey on LinkedIn

    Learn more about PCNA

    Connect with Larry on LinkedIn

    Check out HGS

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