Beyond Philosophy
NOVEMBER 30, 2023
Recognize How Finance Affects the Customer Experience This connection becomes evident once you remember who controls the budgets. Finance determines how and when to spend money. Moreover, Finance often does the Cost-Benefit analysis. Suppose an account manager lands a new account. All the rest are costs.
Beyond Philosophy
FEBRUARY 23, 2024
To put it simply, the answers lie in Mental Accounting and Reframing. Mental Accounting plays a pivotal role in how customers navigate their emotions regarding spending. Thus, it’s crucial to consider mental accounting within the broader context of managing customers’ emotional experiences.
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Beyond Philosophy
FEBRUARY 29, 2024
I mention it here, not to rub it in your face (much), but because in the booking of this cruise, I saw an excellent example of how my wife and I leverage mental accounting regarding our splurges. It was our version of Mental Accounting. Mental Accounting ruins all that. People have various rules regarding found money.
ShepHyken
OCTOBER 22, 2021
Grey Idol is the marketing director at altLine by the Southern Bank, a trusted provider of invoice factoring and accounts receivable financing. Grey Idol is the marketing director at altLine by the Southern Bank, a trusted provider of invoice factoring and accounts receivable financing . Empower Your Service Team.
AWS Machine Learning
JULY 9, 2024
Sonnet currently ranks at the top of S&P AI Benchmarks by Kensho , which assesses large language models (LLMs) for finance and business. We have also heard from customers that highly ranked general benchmark LLMs don’t necessarily provide them with the best performance for their given finance and business applications.
Beyond Philosophy
JANUARY 9, 2017
Google Account Executive Derek Humphrey told the auto show crowd. This is a step in the right direction, but it’s still the same old car dealership with opaque pricing and negotiating tactics, confusing financing options and a host of add-on fees. They walk in already knowing what they want,” he said.
CSM Magazine
FEBRUARY 28, 2025
News of compromised accounts or large-scale fraud can spread rapidly, shaking customer confidence and even causing long-term brand damage. For example, checking account data might reside in one database, while loan information is managed by a different system entirely. This fragmentation can create blind spots.
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