Season 6: Episode 4 – Empowering B2B Intermediaries through Customer Experience

The Experience Perspective: An Ipsos Podcast · May 11, 2023 · 17m

Many financial services businesses deploy external intermediaries in one form or another. These B2B (business to business) relationships are typically between the financial institution and external salespeople, advisors, agents, brokers, wholesalers and such like. In many cases, these businesses are then selling to other businesses, rather than the end consumer.

Unfortunately, it can be easy to overlook people who don’t work directly for your firm, because you may not ‘see’ or have regular contact with them. However, as an extension of your firm, they represent your brand, products, and…