Forrester: How Advocating for Customers Helps Financial Firms Drive Loyalty

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“The only sustainable competitive advantage left is an obsession with earning the loyalty of customers.” – Forrester


When financial services customers perceive that a firm does what is best for the customer, and not just what’s best for the firm, they feel more loyal and have a greater future purchase intent. This type of “customer advocacy” helps financial firms drive loyalty and can improve revenue.

But how do you show customers you’re their best advocate?

Download the complimentary report to:

  • Understand why growth in the age of the customer requires customer loyalty
  • Learn four key areas customer advocates excel in (and how you can, too!)
  • See who is doing customer advocacy well in the financial industry and where there’s room for improvement

Download the Forrester report for these key insights that can help you improve customer advocacy.



*Forrester, Customer Advocacy 2017: How Advocating for Customers Helps Financial Firms Drive Loyalty, 2 January 2018

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