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1                     2                               3                             4
Understand            Develop strategy                Design experience              Measure & monitor




Customer                                                                                     Customer
 needs                                                                                        impact
                         Customer
                        experience
                         strategy
Business                                                                                      Business
 goals                                                                                         impact



Tools
1. Experience labs                                4. Customer experience framework   7. Experience labs as
2. Need finding                                   5. Prototype                        ongoing program
3. Elevator pitch                                 6. Design principles               8. Analysis tool such as
                                                                                      Google Analytics

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1                     2                               3                             4
Understand            Develop strategy                Design experience              Measure & monitor




Customer                                                                                     Customer
 needs                                                                                        impact
                         Customer
                        experience
                         strategy
Business                                                                                      Business
 goals                                                                                         impact



Tools
1. Experience labs                                4. Customer experience framework   7. Experience labs as
2. Need finding                                   5. Prototype                        ongoing program
3. Elevator pitch                                 6. Design principles               8. Analysis tool such as
                                                                                      Google Analytics

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1    Understand > Elevator pitch



   A(@17=5(+245"671(79371&7'+7(
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   Clearly articulate your offering.
                                 V"1(Z((5=1@75(!245"671([(*?"(Z(+245"671('77K4([(:

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                                 5?&4("HH714(Z(K&HH717'5&=5"1([J(


Individual Activity : Write down your elevator pitch (5 min)


    %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
1    Understand > Experience labs



747=1+?(45=154(*&5?(,"2
Meet customer for experience
labs.It's an open-ended, qualitative
one-on-one sessions that capture
                                                                     Survey
both strategic and tactical customer
insights.
                                                                                     Focus
                                                        Market
                                                                                     group
                                                       research

                                                              Experience labs

Benefit:                                                       Usability
It’s learnable skill.                                                         Interviews
                                                               testing
It costs almost nothing if you do by yourself.
It’s fast and integrative to design process.
Empathy stays with your company.

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]7=K("H(>7=T5?(
  O='=@767'5


Hear        See    Create
1    Understand > Experience labs

Listen to stories about the user's real experiences and understand
them in a deeper way.


                                                       What?
                                            Who       (tasks /
                                                       goals)




                     Why?                                        Where / when?
                   (motivation)                                    (context)



                                                         How?
                                                      (expectation)


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1    Understand > Experience labs

Individual activity : Experience labs prep (10min)
  •Write down what (think) you already know about your customer. (assumptions)
  •Write down areas you need to find out more. (interview objective)


                                 Who are they?                          When / where?
                                 Demographic, profile, values           •When do they use your product/ services?
                                                                        •When / where do they use your website?
                                                                        •What do they do before or after using your
                                                                        website?
                                 Why?
                                 •What is their motivation in using     How?
                                 your product / services?               •How do get to know your product? How are they
                                 •Why are they using web?               making a decision?
                                                                        •How are they using the web currenlty?
                                                                        •How do they expect using your website to be?
                                  What are goals and tasks?
                                  • What are their goal using your      What you want to find out more:
                                  product/ services?                    1.____________________________
                                  • What are the key tasks when using   2.____________________________
                                  your website?
                                                                        3.____________________________

    %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
1    Understand > Experience labs


Activity in pair : Interview your customer (10 min x 2)
 •Introduce your product / services using elevator pitch
 •Ask customers ‘open - ended’ questions using following probes. It’s a user-led
 conversation, not a questionnaire.

                                 Who are they?                          When / where?
                                 Introduce yourself (job, family...)
                                                                        •When do you need < >?
                                 How would you describe as a...
                                                                        •When / where do you use < > web?
                                                                        •What do you do before or after using < >
                                                                        website?
                                 Why?
                                 •What is your motivation in using      How?
                                 <kind of product/ service>?
                                 •Why are they using web?               •How do you get to know < >?
                                                                        •How are they using the web currently?
                                                                        •How do you expect using < > website?

                                  What are goals and tasks?             Useful probes:
                                  •What is your goal in using < >       1. Tell / show me how you usually do?
                                  •What is the main thing you want to   2. What’s most important to you? Why?
                                  do on < > website?                    3. How do you feel?
                                                                        4. (lots of) why?


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1    Understand > Needs finding



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                                                             Info needs      What you hear / observe
                                                          functional needs
                                                          emotional needs

                                                                Goal
                                                             Key tasks       What you infer / synthesize

                                                          Key unmet needs

                                                             Motivation
                                                            Expectation
                                                              Context


Individual Activity : Write down your key insights using this framework. (5 min)
    %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
1                     2                               3                             4
Understand            Develop strategy                Design experience              Measure & monitor




Customer                                                                                     Customer
 needs                                                                                        impact
                         Customer
                        experience
                         strategy
Business                                                                                      Business
 goals                                                                                         impact



Tools
1. Experience labs                                4. Customer experience framework   7. Experience labs as
2. Need finding                                   5. Prototype                        ongoing program
3. Elevator pitch                                 6. Design principles               8. Analysis tool such as
                                                                                      Google Analytics

%&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
2      Develop strategy



>?=5(4?"2TK(,"2(&631"Y7`
Customer experience strategy is a brief, simple and direct
summary of
- what the desired experience should be
- the change necessary to improve the customer experience
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1                     2                               3                             4
Understand            Develop strategy                Design experience              Measure & monitor




Customer                                                                                     Customer
 needs                                                                                        impact
                         Customer
                        experience
                         strategy
Business                                                                                      Business
 goals                                                                                         impact



Tools
1. Experience labs                                4. Customer experience framework   7. Experience labs as
2. Need finding                                   5. Prototype                        ongoing program
3. Elevator pitch                                 6. Design principles               8. Analysis tool such as
                                                                                      Google Analytics

%&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
3   Experience design > Customer experience framework



    .&42=T&a7(,"21(+245"6714S(
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                  9%-2:;*&',2:


Individual Activity: end-to-end customer experience (10 min)
  • Draw your customer journey / involved channels using this framework
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  • What is the main role of web? Think about how to optimize the end-to-end experience
3    Experience design > Prototype



/1"5"5,37(5?7(&K7=4(='K(
5745(7=1T,
Anyone can prototype.
Prototypes can be hand-sketch, powerpoint, or any other format.
Prototyping is a thinking tool and facilitate testing.




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3    Experience design > Prototype




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3    Experience design > Elements of design



L74&@'(&4(6"17(5?='(Y&42=T4
“Design is how is works” Steve Jobs




                                         Visual design   Content / language




                                           Structure         Function




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3    Experience design > design tips


<=4&+(5&34(5"(K74&@'(=(4&63T7(
"'T&'7(79371&7'+7(
                                         Visual design    Content / language
                                       Set clear visual
                                                            Speak human
                                          hierarchy




                                             Structure        Function

                                    Make the grouping     Focus on 1-2 key
                                        obvious               function




%&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
3   Experience design > Design examples




Set a clear visual hierarchy
Make the most important thing big.




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3   Experience design > Design examples




Make the grouping obvious.
The less elements there are, the simpler it feels.




 %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
3    Experience design > Design examples




Speak human.
Emotions makes it feel
simpler.

speakhuman.tumblr.com




 %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
3    Experience design > Design examples




Focus 1-2 key tasks.




 %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
3    Experience design > Design examples




Focus 1-2 key tasks.
Ruthlessly!




 %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
1                     2                               3                             4
Understand            Develop strategy                Design experience              Measure & monitor




Customer                                                                                     Customer
 needs                                                                                        impact
                         Customer
                        experience
                         strategy
Business                                                                                      Business
 goals                                                                                         impact



Tools
1. Experience labs                                4. Customer experience framework   7. Experience labs as
2. Need finding                                   5. Prototype                        ongoing program
3. Elevator pitch                                 6. Design principles               8. Analysis tool such as
                                                                                      Google Analytics

%&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
4    Experience design > Monitor and measure



b75(+1&571&=(='K(67=4217
Based on the key unmet needs identified, set criteria to measure


                             •Easy: How easy customers feel to complete their tasks?
     Customer                •Useful: How useful customers found the information / offering useful?
      impact                 •Enjoyble: Is the overall experience pleasant?




                             •Net Promoter Score (Promoter - Detractor)
      Business               •Website traffic
       impact                •Number of downloads
                             •Sales




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                                                                         BcEd((
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                                                                             +67%

                                                                         T&H5
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                                                      3=45(BE6"'5?4(H"1(5"3(
                                                      H2'K




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86"5&"'=TT,(4=5&4e&7K(+245"6714(
=17(BEEd(6"17(T&#7T,(5"(437'K
                                       Average Monthly Spend


                                        $251



                                                          $136           $136




                                        Emotionally       Satisfied      Dissatisfied
                                        satisfied



                                                                                        44
Source: Gallup Global Customer Engagement Survey (Retail Banking) 2005
Source: Gallup Global Customer Engagement Survey (Retail Banking) 2005
K(f(K(R(gL(
                                             design   difference   delighted customers




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Designing Customer Experience - Cookbook

  • 1. 721(; '( Designing customer 317' > 5 ' "67 $(/1" ?7(> 7 17 (8'5 @1=6 experience D C(DEB !""#$""# A 2 @( B %&'()*&+#,((-((./(01"23(!245"671(89371&7'+7:(;!<!(<='#
  • 2. F"2(=17(5?7(G+?7HIJ *?"(K74&@'4(,"21(+245"671(79371&7'+7J( !245"671( 8971&7'+7 N B !?7H D O=4571(5?7( M'"*(,"21( ?7(1&@?5( $=4&+( 075(5 57+?'&P274 K&4? &'@17K &7'54 research & design Customer experience tools rame work & f %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""# 2
  • 3. !245"671(893 71&7'+7(!""#$ ""# B M'"*(,"21(K&4?(Q >?=5(&4(+245"671( 79371&7'+7 %&'()*&+#,
  • 4. !245"671(79371&7'+7(R( !245"6714S(1=5&"'=T(='K(76"5&"'=T( U2K@767'5(?"*(@""K(5?7(&'571=+5&"'(*=4 !"#$%&'( ./0$12/3*2/45'$6''/ )%"(*+(%,"-$ %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""# 4
  • 5. A',5?&'@(&'($75*77'(R X'571*"Y7'(*&5?(+?=''7T4(='K(U"21'7, Customer Journey W'K7145='K( O=#7(=( A*=17'744 !17=57(&'571745 V&145(+"'5=+5 L7+&4&"' /1"K2+5 Channel 8'5#2$' 9$%(' 7(%,"-$ !"#$%&'( 7(2/$# 9%-2:;*&',2: %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 7. !245"671(793 71&7'+7(+""#$ ""# D 075(5?7(1&@?5 &'@17K&7'54 %&'()*&+#,(
  • 8. 1 2 3 4 Understand Develop strategy Design experience Measure & monitor Customer Customer needs impact Customer experience strategy Business Business goals impact Tools 1. Experience labs 4. Customer experience framework 7. Experience labs as 2. Need finding 5. Prototype ongoing program 3. Elevator pitch 6. Design principles 8. Analysis tool such as Google Analytics %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 9. !245"671(793 71&7'+7(+""#$ ""# N O=4571 $=4&+(57+?'&P274 %&'()*&+#,
  • 10. 1 2 3 4 Understand Develop strategy Design experience Measure & monitor Customer Customer needs impact Customer experience strategy Business Business goals impact Tools 1. Experience labs 4. Customer experience framework 7. Experience labs as 2. Need finding 5. Prototype ongoing program 3. Elevator pitch 6. Design principles 8. Analysis tool such as Google Analytics %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 11. 1 Understand > Elevator pitch A(@17=5(+245"671(79371&7'+7( 45=154(*&5?(+T=1&5, Clearly articulate your offering. V"1(Z((5=1@75(!245"671([(*?"(Z(+245"671('77K4([(: Z31"K2+5('=67[(&4(=(Z31"K2+5(5,37[(5?=5(31"Y&K74( Z(Y=T27(31"3"4&5&"'([J(W'T&#7("5?71(Z((31"K2+5(5"(+"63=17([:( 5?&4("HH714(Z(K&HH717'5&=5"1([J( Individual Activity : Write down your elevator pitch (5 min) %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 12. 1 Understand > Experience labs 747=1+?(45=154(*&5?(,"2 Meet customer for experience labs.It's an open-ended, qualitative one-on-one sessions that capture Survey both strategic and tactical customer insights. Focus Market group research Experience labs Benefit: Usability It’s learnable skill. Interviews testing It costs almost nothing if you do by yourself. It’s fast and integrative to design process. Empathy stays with your company. %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 14. 1 Understand > Experience labs Listen to stories about the user's real experiences and understand them in a deeper way. What? Who (tasks / goals) Why? Where / when? (motivation) (context) How? (expectation) %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 15. 1 Understand > Experience labs Individual activity : Experience labs prep (10min) •Write down what (think) you already know about your customer. (assumptions) •Write down areas you need to find out more. (interview objective) Who are they? When / where? Demographic, profile, values •When do they use your product/ services? •When / where do they use your website? •What do they do before or after using your website? Why? •What is their motivation in using How? your product / services? •How do get to know your product? How are they •Why are they using web? making a decision? •How are they using the web currenlty? •How do they expect using your website to be? What are goals and tasks? • What are their goal using your What you want to find out more: product/ services? 1.____________________________ • What are the key tasks when using 2.____________________________ your website? 3.____________________________ %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 16. 1 Understand > Experience labs Activity in pair : Interview your customer (10 min x 2) •Introduce your product / services using elevator pitch •Ask customers ‘open - ended’ questions using following probes. It’s a user-led conversation, not a questionnaire. Who are they? When / where? Introduce yourself (job, family...) •When do you need < >? How would you describe as a... •When / where do you use < > web? •What do you do before or after using < > website? Why? •What is your motivation in using How? <kind of product/ service>? •Why are they using web? •How do you get to know < >? •How are they using the web currently? •How do you expect using < > website? What are goals and tasks? Useful probes: •What is your goal in using < > 1. Tell / show me how you usually do? •What is the main thing you want to 2. What’s most important to you? Why? do on < > website? 3. How do you feel? 4. (lots of) why? %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 17. 1 Understand > Needs finding 8951=+5(#7,(2471(&'4&@?54(='K( &K7'5&H,(^2'_=15&+2T=57K('77K4 Info needs What you hear / observe functional needs emotional needs Goal Key tasks What you infer / synthesize Key unmet needs Motivation Expectation Context Individual Activity : Write down your key insights using this framework. (5 min) %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 18. 1 2 3 4 Understand Develop strategy Design experience Measure & monitor Customer Customer needs impact Customer experience strategy Business Business goals impact Tools 1. Experience labs 4. Customer experience framework 7. Experience labs as 2. Need finding 5. Prototype ongoing program 3. Elevator pitch 6. Design principles 8. Analysis tool such as Google Analytics %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 19. 2 Develop strategy >?=5(4?"2TK(,"2(&631"Y7` Customer experience strategy is a brief, simple and direct summary of - what the desired experience should be - the change necessary to improve the customer experience !&-.5&,$DE>&5.&)1&$F*(*&8&)*$ !"#$ %&$'()*$*+$,&-./)$()$&00&1*.2&$-(3&-$*++3$*4(*$ -*5&)/*4&)-$#67-$5&1+88&),(*.+)-$$(),$5&(--95&-$ 19-*+8&5-$$ ! :;<$ %&$'()*$*+$,&-./)$()$(,2.-+5=$*++3$*4(*$4&3>-$#6-$*+$ &)/(/&$.)$($8&().)/093$,.(3+/9&$'.*4$($19-*+8&5$ ! ?@A$ %&$'()*$*+$,&-./)$($1+)1&>*$B5+1495&$*4(*$(,,5&--&-$ 19-*+8&5-7$1+)1&5)$(),$15&(*&-$.)*&5&-*C! G.)$H'.1I=$J$K5+9>$"9-*+8&5$DE>&5.&)1&$ 38 %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 20. 1 2 3 4 Understand Develop strategy Design experience Measure & monitor Customer Customer needs impact Customer experience strategy Business Business goals impact Tools 1. Experience labs 4. Customer experience framework 7. Experience labs as 2. Need finding 5. Prototype ongoing program 3. Elevator pitch 6. Design principles 8. Analysis tool such as Google Analytics %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 21. 3 Experience design > Customer experience framework .&42=T&a7(,"21(+245"6714S( 7'KQ5"Q7'K(79371&7'+7 Customer Journey W'K7145='K( O=#7(=( A*=17'744 !17=57(&'571745 V&145(+"'5=+5 L7+&4&"' /1"K2+5 Channel 8'5#2$' 9$%(' 7(2/$# 9%-2:;*&',2: Individual Activity: end-to-end customer experience (10 min) • Draw your customer journey / involved channels using this framework %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""# • What is the main role of web? Think about how to optimize the end-to-end experience
  • 22. 3 Experience design > Prototype /1"5"5,37(5?7(&K7=4(='K( 5745(7=1T, Anyone can prototype. Prototypes can be hand-sketch, powerpoint, or any other format. Prototyping is a thinking tool and facilitate testing. %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 24. 3 Experience design > Prototype %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 25.
  • 26. 3 Experience design > Elements of design L74&@'(&4(6"17(5?='(Y&42=T4 “Design is how is works” Steve Jobs Visual design Content / language Structure Function %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 27. 3 Experience design > design tips <=4&+(5&34(5"(K74&@'(=(4&63T7( "'T&'7(79371&7'+7( Visual design Content / language Set clear visual Speak human hierarchy Structure Function Make the grouping Focus on 1-2 key obvious function %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 28. 3 Experience design > Design examples Set a clear visual hierarchy Make the most important thing big. %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 29. 3 Experience design > Design examples Make the grouping obvious. The less elements there are, the simpler it feels. %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 30. 3 Experience design > Design examples Speak human. Emotions makes it feel simpler. speakhuman.tumblr.com %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 31. 3 Experience design > Design examples Focus 1-2 key tasks. %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 32. 3 Experience design > Design examples Focus 1-2 key tasks. Ruthlessly! %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 33. 1 2 3 4 Understand Develop strategy Design experience Measure & monitor Customer Customer needs impact Customer experience strategy Business Business goals impact Tools 1. Experience labs 4. Customer experience framework 7. Experience labs as 2. Need finding 5. Prototype ongoing program 3. Elevator pitch 6. Design principles 8. Analysis tool such as Google Analytics %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 34. 4 Experience design > Monitor and measure b75(+1&571&=(='K(67=4217 Based on the key unmet needs identified, set criteria to measure •Easy: How easy customers feel to complete their tasks? Customer •Useful: How useful customers found the information / offering useful? impact •Enjoyble: Is the overall experience pleasant? •Net Promoter Score (Promoter - Detractor) Business •Website traffic impact •Number of downloads •Sales %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 35. !245"671(793 71&7'+7(+""#$ ""# >?, !245"671(79371&7'+7(K74&@'(&4(&63"15='5`
  • 37. .*/'6*2/<'#$&'/$*+(%,"-$* 62$1*#2&+;2-2$0*,'#23/*=* BcEd(( Sales ,'<';%+&'/$*+(%-'## +67% T&H5 AY71=@7(K=&T,(4=T74(H"1( 3=45(BE6"'5?4(H"1(5"3( H2'K %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#
  • 39. 86"5&"'=TT,(4=5&4e&7K(+245"6714( =17(BEEd(6"17(T&#7T,(5"(437'K Average Monthly Spend $251 $136 $136 Emotionally Satisfied Dissatisfied satisfied 44 Source: Gallup Global Customer Engagement Survey (Retail Banking) 2005 Source: Gallup Global Customer Engagement Survey (Retail Banking) 2005
  • 40. K(f(K(R(gL( design difference delighted customers %&'()*&+#,(-(L74&@'&'@(+245"671(79371&7'+7(+""#$""#