Welcome and thank you for checking out our inaugural episode #1 of TCJ: The Customer Journey as part of our new video series. Anyone who makes their living in the financial services industry will want to keep an eye out for TCJ as Greg Dinetz (Co-Founder) and Mike Schaffman (VP of Sales & Marketing) talk about consumer buying behaviors within the entire marketing ecosystem.

When elaborating on “The Customer Journey’ in episode #1, the guys focus on 3 key factors that ultimately help you win (or lose) more relationships. Results are measured using a scoreboard, which looks different based on a firm’s goals and objectives, but will always see their impact in the form of revenue growth. Expectations are evaluated based on Key Performance Indicators (KPIs), where accountability is critical. Value must be delivered in tangible ways as it becomes a larger part of the brand and influences overall satisfaction.