Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and tech platforms discussing the industry's trends, like AI adoption, first-party data strategies, artificial intelligence in the consumer journey, consumer data privacy, omnichannel custom ...
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This is The Customer Wins podcast where business leaders discuss their secrets and techniques for helping their customers succeed and in turn grow their company.
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Define your digital roadmap. Weekly podcasts featuring specialists from across the S&P Global Market Intelligence research team offer deep insights into what's new and what's next in technology, industries and companies as they design and implement digital infrastructure. To learn more, visit: https://www.spglobal.com/marketintelligence/en/topics/tmt-news-insights
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CX Files features your hosts, CX industry analysts Mark Hillary and Peter Ryan, speaking each week to leading analysts, thinkers, and practitioners focused on managing the Customer Experience (CX). In each episode Mark and Peter talk to their guests about the future of CX, the important trends, and what customers really expect from brands today.
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Research-based guidance on how to manage customer experience (CX) at any organization — an imperative that Forrester has been researching for over 20 years. Each week, Forrester analysts discuss key findings from their latest research on CX; analyze relevant topics in the news; or chat with CX professionals about how they’ve overcome prevalent challenges managing CX in their organizations.
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Join host Yanique Grant as she takes you on a journey with global entrepreneurs and subject matter experts that can help you to navigate your customer experience. Learn what customers really want and how businesses can understand the psychology of each customer or business that they engage with. We will be looking at technology, leadership, customer service charters and strategies, training and development, complaint management, service recovery and so much more!
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Welcome to The Michelle Pascoe Hospitality Podcast, where we explore the heart of the hospitality industry through conversations with leaders, experts, and innovators. Each episode brings you insights, practical advice, and inspiring stories that help you elevate guest experiences, enhance team performance, and stay ahead of industry trends. Whether you're an owner, manager, or passionate professional, this podcast will ignite your passion for hospitality. Tune in, learn, and grow with us!
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Listen to Questions for now to hear big thinkers discuss today’s big questions in digital CX. Featuring thought leaders from beloved brands and influential institutions, Questions for now is packed full of compelling perspectives and actionable insights.
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Voice of Influence: Personal Brand and Communication Strategy for Message-Driven Leaders is a podcast featuring interviews with thought leaders and experts who have a highly developed voice of influence. Creative, message-driven leaders will appreciate the support, insight and advice that will help them develop their own voice and compelling communication that makes a difference in the world.
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The Doing CX Right Podcast is a resource for businesses striving to increase revenue, reduce costs, and achieve sustainable competitive differentiation. Companies often pursue these goals ineffectively. This podcast challenges conventional thinking through innovative customer experience (CX) strategies. Each episode offers expert advice, blending human-centric approaches with the latest technology to solve business challenges. The show emphasizes that everyone has a CX role, regardless of jo ...
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The Intuitive Customer - Helping You Improve Your Customer Experience To Gain Growth
Colin Shaw, Beyond Philosophy LLC
We believe you should laugh and learn! 'The Intuitive Customer' podcast achieves this. Hosted by Colin Shaw, recognized as one of the top 150 business influencers by LinkedIn, where he has over 283,000 followers, and Prof. Ryan Hamilton, Emory University, discusses how you can improve your Customer Experience and gain growth. This review sums up: "The dynamic between the two hosts makes this podcast. Each brings a unique take on the topic and their own perspective and plays off each other se ...
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Close the brand-customer gap with sustained business results. See ClearAction.com & join ClearAction Value Exchange!
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Go behind the scenes with customer experience leader Blake Morgan to explore the secrets of the world's most customer-centric companies. Blake is one of the world's top keynote speakers, authority on customer experience and the bestselling author of "The Customer Of The Future" The Modern Customer reaches thousands of people each week conveying a message of how we make people feel - in business and in life - matters. Her weekly show explores how businesses can make customers' lives easier an ...
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In Before The Lock is a podcast from Erica Kuhl and Brian Oblinger about community, customer experience, and leadership at scale.
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Join Marianne Rutz and world-renowned leaders in the contact centre industry for the Operational Excellence Show. Dig deep into the industries hot topics and gain valuable advice, insights and wisdom.
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On the Digitally Irresistible podcast, we cover the optimization of digital technologies and irresistible people that influence both employee and customer experiences. We feature professionals who are passionate about delivering a great customer experience. Brought to you by iQor and hosted by Bernie Borges, Vice President of Global Content Marketing.
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WE'VE GOT A LOT TO SAY—THAT'S WHY WE MADE A PODCAST. And trust us, these are things you'll want to hear. Manndatory Listening is a podcast about the hows and whys, dos and don'ts, and step-by-steps of leadership. We're combining our own expertise—16 years of it—with that of leaders across dozens of industries to bring you applicable lessons for your own business and life. We're interviewing industry leaders and ourselves on the topics we know will make you and your business better. Put your ...
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The best companies are the ones that make it incredibly easy, and delightful, to do business with. It’s seamless, frictionless, intuitive. It’s not just a better experience, they’re actually disrupting our very notion of what consumers should be able to expect from companies. You see, Aussies and Kiwis are a hard bunch to please - we have some of the highest customer experience expectations in the world. And luckily for us, our homegrown businesses know this. This season on HubSpot's Unconve ...
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Join Katrina Macdermid and Wesley Eugene as they challenge, debate, and bring some humour to IT service management. Discussing chapters of Katrina's best-selling book – the Humanising IT™ Podcast features global thought leaders and explores the integration of ITSM and human-centered design, aiming to create IT services and solutions that are designed with users in mind—not just processes. Whether you're an IT professional looking to enhance your career, a designer aiming to understand IT ser ...
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Grow the power of Customer Experience with new leadership skills with this innovative and unique podcast that dives into the lives of some of the world's brightest minds. And have a hoot with the Hump Day Hoedown with Jim Rembach, President of Call Center Coach. Create dynamic customer experience strategies, improve employee engagement, and develop stronger leadership skills with practical advice that you can use immediately.
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Platforms are transforming our world. And how they do it is also changing every minute. How can you connect with all the latest developments and hear about the hottest topics and trends? Tune in to our podcast series "On the Platform". You'll get first-hand insights and lively debate from some of the most innovative and influential platform thinkers around. The game is changing. Stay in touch with the new rules…before they're written.
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Welcome to Experience This! where you'll find inspiring examples of customer experience, great stories of customer service, and tips on how to make your customers love you even more. Always upbeat and the definitely entertaining, customer retention expert Joey Coleman and social media expert Dan Gingiss serve as your hosts for a weekly dose of positive customer experience. This show will help you attract and keep more customers so you can grow your business, increase your profits, and have m ...
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What would you do with an army of raving fans? How would that change your business? Creating a 5 Star customer experience is the best way to create raving fans, stand out from your competitors, and rise to the top of your industry. On The 5 Star Experience Show you will learn actionable tips and tricks to improve your customer experience and convert your customers to raving fans that leave great reviews and recommend your business to friends, family, and acquaintances. Owning a business can ...
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The CX Leader Podcast provides insights for customer experience (CX) and experience management (XM) leaders to improve their business results by unlocking the potential of their customer experience, helping their customers and prospects want to do more business with them. The CX Leader Podcast is produced by Walker, an experience management consulting firm that helps companies accelerate their XM success.
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The New Business Strategies Podcast offers 8-minute interviews with CEOs and thought leaders from leading technology companies (LinkedIn, Demandbase, Lithium Technologies etc.) and industry showcase examples of customer-aligned organizations. Tune in for high-energy, original interviews covering a wide range of topics that always include actionable advice for large and small businesses alike. Enjoy and keep up with the latest by subscribing to our channel. Please share with us your thoughts, ...
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Join us to learn the leadership practices from C-Level Customer Experience executives at Airbnb, Walgreens, Audi, Premera, The Smithsonian Institute, Barney's New York, and Adobe among others. They will fearlessly share with you what works...and what doesn't work as we debunk this role, why it's not about "Kumbaya", but rather how the Chief Customer Officer is acting as the human duct tape of the organization - uniting companies to earn the right to customer-driven growth. Hosted by Jeanne B ...
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Stories of your customers on their journey, and how they build or break relationships with companies like yours. Host Russel Lolacher shares real customer experience case studies in a 1950s radio drama narration style with modern tips and analysis. Born from The Upsell.com Blog, The CX Storytime Podcast: Tales from the Customer Journey presents true customers' stories including the impacts of their customer experiences, followed by valuable strategies on engagement and retention to help you ...
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#768: Infios Chief Innovation Officer Eugene Amigud on use-case driven success with AI
33:39
33:39
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33:39How can large organizations embrace the speed and adaptability of a startup while navigating the complexities of established processes and legacy systems, especially in the rapidly changing world of AI-driven consumer experiences? Agility requires adopting new technologies while fundamentally shifting how teams operate, experiment, and learn from d…
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#767: Krisp.ai Co-Founder Arto Minasyan on voice AI and the customer experience
21:56
21:56
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21:56What if your customers could talk directly to your brand, without scaling your your customer service teams to a 1:1 capacity? This episode is brought to you by Krisp.ai, the all-in-one voice AI that makes every conversation sound professional. With industry-leading noise cancellation, real-time accent conversion, accurate transcription, and smart c…
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Gerry Brown - The Customer Lifeguard - CX Is Changing Fast
34:38
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34:38Gerry Brown is known as the customer lifeguard. His ambition is to save the world from poor customer service. Gerry is Canadian and based in the south of the UK. Gerry has written a book titled 'When a customer wins, nobody loses.' He has a podcast and he is a regular speaker and adviser, regularly hosting CX workshops. Mark called Gerry to ask abo…
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#766: Square CMO Lindsey Irvine on connecting with customers through community-driven storytelling
29:38
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29:38As we’re increasingly inundated with AI-generated content and algorithm-driven ads, what’s more powerful: yet another new technology, or the authentic voice of the small business owner on the corner? Agility requires not just reacting to market shifts, but deeply understanding the very fabric of the communities you serve and having the conviction t…
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How Blue Cross of Kansas Unifies Marketing and CX to Drive Growth
30:59
30:59
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30:59This week on The Modern Customer podcast, Michael Gerrish, Chief Marketing and Experience Officer at Blue Cross Blue Shield of Kansas, shares the strategy that transformed their organization. The key? Aligning Marketing and Experience to accelerate growth. Michael outlines how the unified CMXO role is responsible for making sure the brand's promise…
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Women in Gaming: How Gen Z Is Shaping Hospitality’s Future
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39:50In this inspiring episode of The Michelle Pascoe Hospitality Podcast, Michelle Pascoe sits down with Sophie Paviour, Associate Product Manager at Aristocrat Gaming, to explore how a new generation of women is redefining leadership in the gaming and hospitality industry. From starting as a gaming attendant at 18 to joining Aristocrat’s APAC Future L…
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Just Another Number? Introducing Forrester’s Total Experience Score
29:11
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29:11This week on the CX Cast, Forrester research director Rick Parrish joins Martin and Angelina to discuss Forrester's new Total Experience Score — a framework designed to unify brand and CX measurement. Tune in to hear why legacy metrics like Net Promoter Score℠ (NPS) and customer satisfaction (CSAT) are no longer sufficient, and how the Total Experi…
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One of the biggest banking and payments conferences, Money 20/20, has wrapped up and the enthusiasm for all things stablecoin has continued. Jordan McKee, Sampath Sharma and McKayla Wooldridge return to discuss how this is evolving with host Eric Hanselman. The cryptocurrency has become the buzzy headline in so many of the conversations at Money 20…
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198. What Fearless Leaders Know About Building Great Customer Experiences | Kristen Kavanaugh
26:32
26:32
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26:32Many leaders still believe emotions don't belong in business. That limiting belief creates workplaces where employees stay quiet when problems appear, avoid taking ownership for customer outcomes, and follow directions even when they see flaws that will affect customers. Fear is data. It signals when people feel unprepared, unsupported, or uncertai…
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How Salesforce Is Transforming Financial Services With Michelle Feinstein
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36:05Michelle Feinstein is the General Manager and Vice President, Global Financial Services at Salesforce, a company that provides cloud-based CRM and enterprise software to help businesses connect with customers. She leads global solutions and strategy for the financial services sector, focusing on wealth and asset management. With over 25 years of ex…
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#765: Hexagon AB's George Chang on building a unified system of marketing measurement
25:04
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25:04When it comes to your digital experience, how often does a ‘great idea’ from a senior leader’s gut feeling get completely dismantled by actual user data? Agility requires the willingness to be wrong and the systems to prove it quickly. It’s about building a culture that values learning over being right and relentlessly iterates based on real human …
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I Signed a 'Gag Order'. Here's What It Taught Me About Organizations
27:52
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27:52In this episode, Colin Shaw shares a recent personal experience with a major brand that imposed a 'gag order' (NDA) after a poor service experience — and how this reflects a deeper organizational issue: silos. Together with Professor Ryan Hamilton, Colin explores why siloed thinking leads to incoherent customer experiences, how internal motivations…
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#764: Closing the gap between brand promise and brand experience with Mark Wagner, Horizontal Digital
19:33
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19:33What if your brand's voice is drifting off-key in the ears of your customers, and you're the last one to know? Agility requires more than just rapid execution; it demands a real-time, nuanced understanding of customer sentiment and the ability to translate that intelligence directly into action. We are here at Sitecore Symposium in Orlando, Florida…
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#763: Pega CTO Don Schuerman on how AI can pay down tech debt and accelerate digital transformation
28:53
28:53
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28:53Pega provides the leading AI-powered platform for enterprise transformation. The world’s most influential organizations trust Pega’s technology to reimagine how work gets done by automating workflows, personalizing customer experiences, and modernizing legacy systems. Since 1983, Pega’s scalable, flexible architecture has fueled continuous innovati…
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Paul O'Hara - TP - AI Won't End BPO - It'll Supercharge It
21:10
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21:10Paul O'Hara is the Executive Vice President of Business Development at TP EMEA. He is based in the Tyneside area of North-East England. Paul recently published an article on Customer Think magazine titled "AI Won't End BPO - It'll Supercharge It." Mark called Paul to ask Paul about the article. What was Paul trying to say? How does he believe that …
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#762: Scaling a brand while maintaining local differentiation with Renaud Delaquis, Coastline Academy
27:06
27:06
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27:06With customer expectations constantly evolving, how can large organizations avoid using obsolete methods and instead embrace agility to thrive and drive meaningful growth? Agility requires both adapting to change and anticipating it in the first place. It demands a willingness to experiment, learn, and iterate quickly, especially when it comes to c…
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263: Empowering Teams and Elevating CX with Jamie Homen
18:15
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18:15Send us a text In this episode of Navigating the Customer Experience, we dive deep into the career and mindset of Jamie Homen, a seasoned customer experience (CX) leader with over 20 years in the industry. Now leading CX at Mural, an AI-powered visual collaboration platform, Jamie shares valuable perspectives on effective leadership, cross-function…
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AI's Impact on The Chief Experience Officer Role
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25:36This week on The Modern Customer podcast, Valarie Vest, EVP and Chief Experience Officer at Cambridge Investment Research, shares a strategic view of the transformative power of AI and its profound impact on the CXO role. As Cambridge's first CXO, Valarie highlights the crucial importance of a people-first approach amid rapid technological advancem…
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Leadership Mistakes That Create Risk — and How to Fix Them
1:02:37
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1:02:37In this episode, host Michelle Pascoe sits down with global crisis and risk management expert Christine Miller. Together, they unpack how CEOs and executives can close the "leadership gap" by transforming uncertainty into strategic opportunity. Drawing on decades of global work with the World Bank, Asian Development Bank, and emergency services, Ch…
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427: Volatility, Responsible AI, And Trust
28:49
28:49
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28:49Martin and Angelina welcome back VP Principal Analyst Enza Iannopollo to discuss the evolving nature of trust in CX — especially in the context of global volatility and the rise of AI. The conversation covers Forrester’s latest research on trust, actionable strategies for organizations, and real-world examples of responsible AI.…
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The equipment that fills data centers is evolving rapidly, driven by the need to fulfill the seemingly insatiable appetite of AI applications. The Open Compute Project (OCP) was founded by Meta/Facebook to promulgate equipment standards and its annual Summit has grown from a small specialized gathering, to an event that strains the capacity of the …
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197. CEO Who Proves Customer Feedback Is the Growth Strategy Leaders Overlook | Miika Mäkitalo
23:31
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23:31Have you ever pressed one of those green or red smiley buttons in an airport, a store, or even a restroom and wondered if anyone actually looks at the results? In this episode of Doing CX Right®, Stacy Sherman talks with Miika Mäkitalo, CEO of HappyOrNot, the company behind those little feedback buttons found in airports and retail locations around…
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[Perspective Series] Authentic Connections: The Key to Winning Customers With Greg Bennick
38:57
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38:57Greg Bennick is the Founder and Executive Director of One Hundred For Haiti, an international humanitarian initiative focused on rural Haiti's development, community leadership, and human empowerment. He is also a keynote speaker, documentary producer, and author of Reclaim The Moment. Greg has delivered transformative presentations in 27 countries…
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#761: Treasure Data CEO Kaz Ohta and CMO Karen Wood on the AI-driven reinvention of marketing
29:03
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29:03What if the very foundation of your marketing cloud, the one you've spent years building, is at worst actually giving your AI amnesia, and at best missing key opportunities to connect with your customers? Agility requires more than just reacting quickly; it demands an intelligent foundation that can anticipate customer needs and empower your teams …
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#760: Nestlé's Daniel Damasio on successful marketing transformation that is both global and local
25:47
25:47
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25:47When customers continually demand hyper-local relevance, is the concept of a "global brand" an asset or a liability? Agility requires not just the ability to pivot, but the intelligence to know *when* and *how* to pivot based on real-time customer understanding. This means moving beyond global assumptions and empowering local teams with the data to…
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Elona Ymeri - Assist Digital - Albania & The Value Of Smaller BPO Locations
31:31
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31:31Elona Ymeri is the service delivery manager at Assist Digital. She is based in Tirana, Albania. Elona spoke to Mark Hillary about the role of smaller BPO destinations. What can they offer that is harder to find from the big locations? Is the continued influence of AI and other automation technology reducing the need to consider working in locations…
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#759: Transcend's Phyllis Fang on personalization utilizing data privacy by design
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32:18
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32:18With AI making it easier than ever to generate content, and consumers demanding more privacy than ever, is the promise of true 1:1 personalization now an impossible myth? Agility requires both adaptation to new AI-based tools and methods while also navigating the complex and shifting landscape of consumer trust and data privacy. It's about being re…
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Why do satisfied customers leave? (feat. Joey Coleman and Brian Breslin)
28:21
28:21
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28:21On this episode, we explore why satisfied customers leave — and what it takes to turn satisfaction into lasting loyalty. Most B2B and B2C businesses assume that satisfied customers will stay. But research shows that 20 to 70% of new customers leave within their first 100 days — even when they rate their experience as "satisfactory." Drawing from ex…
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#758: Lovesac CEO Shawn D. Nelson on building a resilient brand in an uncertain world
28:19
28:19
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28:19What if bankruptcy, a global financial crisis, and other hurdles along the way aren’t the end of your brand, but instead a way to help you define what it truly is? Agility requires a willingness to experiment and adapt, not just in your technology stack, but also in your organizational structure and the very culture of your company. It also demands…
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The Honest Feedback Every Hospitality Venue Needs
20:33
20:33
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20:33In this episode, Michelle Pascoe — hospitality trainer and mystery shopping expert — reveals why mystery shopping is the most honest, confronting, and powerful feedback your business will ever receive. Learn how to see your business through your customer’s eyes, balance AI data with human emotion, and turn every piece of feedback into action that b…
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Converting Operational Excellence into Growth with WM
28:42
28:42
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28:42WM serves 20 million customers by executing a unified, purpose-driven strategy. But how does a company of this scale truly guarantee reliable service? This week on The Modern Customer Podcast, Michael Watson, SVP and Chief Customer Officer at WM, explains this strategy. He details the company's unique operational model, which integrates sales, reve…
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There are many ways to frame conversations around cyber security. They can take on many aspects of security, ranging across the technical to the human. With the press towards platform consolidation, it's critical to reconsider the interaction between the human and technical elements and research director Scott Crawford and Javvad Malik, CISO adviso…
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196. How To Turn Painful Customer Complaints Into Profitable Growth | Michael Nguyen
27:27
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27:27As companies grow and rely more on technology, they often lose the close connection they once had with customers. This "scaling paradox" creates a distance between business leaders and genuine customer feedback, while frontline teams, who interact with customers daily, are often overlooked. That disconnect makes it harder for your business to stay …
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[Emerging Tech] Simplifying Operations in Wealth Tech With Max Klein
36:11
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36:11Max Klein is the Co-Founder and CEO of LEA, a company that automates client data workflows for wealth management firms using AI and APIs. He previously spent seven years at Amazon working on products like Alexa, Kindle, and Prime. Earlier in his career, Max lived in China for eight years, working in international business and public policy. He is a…
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#757: Funnel CEO Fredrik Skantze on the evolution of marketing measurement
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29:47Marketing is quickly evolving - is your team agile enough to navigate the waters of evolving customer expectations, best practices in marketing measurement, and the rise of AI? Agility requires more than just quick reactions; it demands a proactive understanding of emerging trends and the ability to adapt your strategies, processes, and tech stack …
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#756: Eagle Eye CRO Jeff Baskin on maximizing your retail media network strategy
21:02
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21:02Are retailers leaving money on the table by treating retail media networks as just another advertising channel, rather than a strategic lever for growth and profitability? Agility requires a willingness to adapt and evolve strategies in response to real-time data and changing consumer behaviors. It also demands a commitment to iterative testing and…
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Joanne Morrison - Outmarket - Modern Marketing For CX Brands
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30:45Joanne Morrison is the founder of Outmarket. She is based in Toronto, Canada. Outmarket is a specialist marketing agency that is focused on BPO and CX companies. Telling potential customers about your services has always been important, but as BPO gets more complex, more international, and AI changes how marketing can function, it is more important…
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#755: Sitecore CMO Michelle Boockoff-Bajdek and Microsoft's Talisha Padgett on designed intelligence for marketing
27:13
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27:13In the race to adopt AI, how do we avoid creating a sea of sameness and alienating the very customers we're trying to connect with? Today, we're going to talk about the intentional design of our marketing future. We’ll explore how leading brands are moving beyond the hype of AI to build practical, collaborative frameworks between humans and machine…
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425: Beyond Demographics – Transforming CX With Computer Vision, NLP, And Biometrics
33:41
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33:41Brendan Witcher, VP principal analyst, joins Angelina and Martin to discuss the evolving role of AI and data in CX. Brendan shares insights focusing on three key innovations: computer vision, natural language processing, and biometrics. The conversation explores how these technologies are shaping CX strategies, driving business outcomes, and redefi…
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#754: Robin Ross on what happens to retail when your best customers are AI agents
30:28
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30:28What if your perfectly crafted brand message, your multi-million dollar ad campaign, and your carefully designed user experience are completely ignored by your next customer... because your next customer is a machine? Agility requires not just adapting to changing customer behaviors, but completely rethinking the very definition of a "customer inte…
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Nathan Toleman: Purpose, Profit & Hospitality Leadership
37:16
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37:16What happens when one of Australia’s most successful café creators trades profit for purpose? In this inspiring episode, Michelle sits down with Nathan Toleman, founder of Melbourne’s Mulberry Group—the visionary behind Top Paddock, Higher Ground, and The Kettle Black. Nathan shares how he transformed his hospitality empire into a purpose-driven mo…
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How Enterpret's AI Unifies Feedback for Faster CX Decisions
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33:10This week on The Modern Customer Podcast, I'm joined by Michael Nguyen, Head of Customer Intelligence at Enterpret—the AI-powered customer intelligence platform used by leading brands like Chipotle, Notion, and Canva. We talk about how Enterpret helps companies move from fragmented feedback to real-time customer intelligence, including: ✅ Unifying …
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262: You Miss Every Shot You Don’t Take: Evan Siegel on Innovation, Leadership & AI-Driven CX
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23:17Send us a text In this episode of Navigating the Customer Experience, we sit down with Evan Siegel, Vice President of AI at eGain, where he leads the development of next-generation AI-powered conversational guidance. With a rich background that includes 16 years at Wells Fargo leading customer experience and contact center innovation, Evan brings d…
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The enthusiasm for AI has been impressive and it's leading to the inevitable questions about whether or not all of it is warranted. Melissa Otto CFA, head of S&P Global's Visible Alpha research team, returns to discuss concerns about an AI bubble with host Eric Hanselman. Defining what actually indicates a bubble might be the trickiest aspect of th…
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195. Google's Chief Strategist Reveals Powerful Secrets to Customer Loyalty | Neil Hoyne (Replay)
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31:54Rerun Episode: Back by Popular Demand. Understanding your customers better means measuring the metrics that reveal who they are, what they value, and why they stay. In this episode of Doing CX Right, Stacy Sherman revisits her conversation with Neil Hoyne, Google's Chief Strategist and author of Converted, who shares data-backed strategies for turn…
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How Advisor Enablement Drives Client Success With Michael Jeanfreau
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34:40Michael Jeanfreau is the Director of Advisor Enablement at Mariner Wealth Advisors, a firm that provides wealth planning, investment management, tax, and estate-planning services to individuals and businesses. He leads strategies and tools to make financial advisors more effective and client-centric. Michael holds Series 63 and 65 licenses and has …
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