The Congruity Group

Beyond the products and services you offer your customers, where do you add additional value? Or do you? Are your competitors providing "that extra special touch" that could potentially threaten your strategic accounts? One way to provide value that is unique and goes well beyond your standard offerings is to invite the executives of your most valued accounts to participate in a Customer Advisory Board. Beyond the incredible insights and relationship-building opportunities your company receives, your customers can receive the following benefits: * Opportunity to influence a key supplier * Access to your leadership team * Valuable peer-to-peer networking * Opportunity to provide thought leadership * Getting a peak behind the curtain of your product roadmap * Access to confidential and forward-thinking dialogue The companies that are winning are looking beyond feature/function and are focused on how they help their customers succeed not just with their products but in a more holistic way. A #customeradvisoryboard is a competitive advantage like none other. #strategicaccounts #competitiveadvantage #customers #valueadd Melissa Marks Stacy Baker Tricia Mills Dena Leisure Shawn D. Dan Jason Jones Maegan Clark Margery Murphy Tony Bodoh

Meet our friends and The Congruity Group consultants, Gail Montgomery and Bruce Montgomery. They are the high-energy co-founders of ExperienceYes, a truly one-of-a-kind business, set out to bring fun into organizations that want to improve trust, relationship-building, and EQ to make higher-performing teams. In this episode of the REALLY Know Your Customer Podcast, Gail and Bruce generously share their 4 rules for improving #customerexperience using Improv. This is a VERY fun episode. You can click here to listen: https://lnkd.in/e4Qf2zG8 Melissa Marks Stacy Baker Dena Leisure Tricia Mills Tony Bodoh Shawn D. Dan Jason Jones Maegan Clark Margery Murphy Renee Citera

I’m proud to share that Discovery Limited claimed two top accolades at this year’s Qorus Innovation in Insurance Awards, at a ceremony in Lisbon showcasing the best insurance innovations across the globe. Discovery won Gold in the Global Innovator category, which recognises overall world leaders in insurance innovation, and also placed first in the Connected Ecosystems and Marketplaces category, for the new Discovery Health App and Health Ecosystem – a centralised digital hub for all healthcare needs. The global award's competition attracted more than 280 entries from 44 countries, with applicants ranging from new start-ups to the world’s largest financial institutions. Winners were selected across seven categories through a peer-based voting process combined with a panel of judges from leading global financial firms. At Discovery, innovation remains central to our business. We’ve been on a multi-decade journey of understanding how to incentivise people to change behaviour and become healthier, and in the process, offer them better financial services products. We are now focusing on hyper-personalising what we do, tailoring health pathways to offer people a healthier and better life. Thanks again to Qorus for this special recognition. #Innovation #InsAwards24

One thing we consistently see in our Customer Advisory Board meetings is that the customers don't have a full awareness of the complete portfolio of the host company. And . . . they are eager to learn about additional opportunities where their supplier/partner can support them. What an awesome chance to expand the value of the accounts of the participating customer board members without a traditional "sales pitch." We often suggest that our clients host an optional (and recorded) virtual call between board meetings where the host company can educate the board members on other product and service offerings that they can offer them. It's a win-win, opt-in, revenue-generating opportunity. Doesn't get much better than when your customers are asking, "What else can you do for us?" How sure are you that your customers know every offering that you can provide for them? #customeradvisoryboards #customerengagement #revenue #valueadd Melissa Marks Dena Leisure Stacy Baker Tricia Mills Shawn D. Dan Jason Jones Maegan Clark Margery Murphy Renee Citera Tony Bodoh Gordon Galzerano

Are you digging deep when you are engaging with your customers? Asking different and insightful questions? Driving toward the emotion rather that facts and figures? This feedback becomes strategic when the company takes a longer-term perspective and asks a new set of questions: * Who does our customer want to become? * What do they want to accomplish? * What is meaningful to them? * What identity do they wish to reinforce? * Which identity do they wish to change? * Which relationships are they trying to deepen? * What do they do to reach their optimal performance? * What do they want to feel? And then dig even deeper: * "Why is that? Why is that important to you? " * "How are you already trying to do these things?" * "What impedes your transformation?" #strategiccustomerengagement #customeradvisoryboards #askthehardquestions Melissa Marks Stacy Baker Dena Leisure Tony Bodoh Shawn D. Dan Jason Jones Tricia Mills MSW LISW-S Maegan Clark Renee Citera Margery Murphy

Excerpt from "ProphetAbility - The Revealing Story of Why Companies Succeed, Fail, or Bounce Back" by Betsy Westhafer and Tony Bodoh: "Since at least 1995 when the term Customer Relationship Management (CRM) was coined, companies have been claiming to have relationships with their customers. Unfortunately, this is hardly true for many companies today. At best, they have a collection of data about customers, but few of the employees and likely none of the executives of any company of size really know their customers. POINT: Knowing you customer is not the same as knowing about your customers. #customeradvisoryboards #REALLYKnowYourCustomerPodcast #customerrelationships Melissa Marks Dena Leisure Stacy Baker Shawn D. Dan Jason Jones Margery Murphy Renee Citera Maegan Clark