The Financial services industry faces a variety of challenges, notably commoditization of services, increased competition and retaining top talent. With five generations in the workforce and job switching the norm, effectively training associates and retaining them, along with motivating them to deliver outstanding service are all critical components to success. Maritz helps financial organizations differentiate their product by understanding purchase behaviors and improving the customer experience delivered by employees. We’ll also help you hire, retain and grow your best employees. With Maritz, you’ll better understand the service your customers want, identify the gaps and motivate and retain your best people.
Insurance
With so many products in the marketplace, capturing share of mind for your product with independent producers is essential to success. Maritz takes a comprehensive, people-driven approach to the insurance industry, highlighted by our research expertise in measuring customer satisfaction levels. We offer clients effective incentive travel programs along with turn-key meeting and event planning and management.
Investment Services
For the Investment Services industry, education about your products and enthusiasm for your brand are key. At Maritz, we understand how to reach the people selling your products –- educating them about specifics and communicating the business potential. We help you drive performance through on-target incentive travel, effective meetings and events and meaningful recognition. We can also help you understand consumers and how they see your brand.
Payment Cards
In the highly-regulated payment card industry, Maritz understands how to approach challenges and meet client needs. Our experience is deep – we are PCI compliant and put a high premium on data security. We have years of research experience measuring customer satisfaction, identifying issues and providing insights. And our proactive approach helps clients effectively and consistently market secured card products. In addition, Maritz can help you educate and engage call center associates, helping to insure that customers receive a positive brand experience.
Retail Banking
As with all retail businesses, retail banking is about understanding the customer experience and meeting expectations. From top management to front-line branch employees to our call center associates, the brand must be delivered consistently and effectively. Maritz has decades of research expertise to help you identify key performance areas, measure customer satisfaction, educate employees and measure results. We team with clients to conduct meaningful programs – reward, recognition, mystery shopping, loyalty – that get results.