2021 Customer Strategy & Planning On-Demand

Click on the sessions below to watch the Keynotes, Workshops & Technology Showcases. Full access to these videos is part of your Forum Membership. To access these register or log in using the My Account link at the top of this page. If you do not have the access you expect please email advice@theforum.social.

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Technology Showcase: Calabrio

Technology Showcase: Calabrio

Originally broadcast Tuesday 15th October 2024, 12:30

Join us for Calabrio's Tech Showcase, where Scott Budding from Calabrio will deliver a tailored, in-depth demo of the Calabrio ONE suite. Experience first-hand how Calabrio's latest innovations in AI-driven analytics, real-time insights, and intelligent automation will empower your organisation to deliver exceptional customer experiences while prioritising agent well-being. 45mins

Panel Discussion: Complaints Handling

Panel Discussion: Complaints Handling

Originally broadcast Thursday 17th October 2024, 10:30

In this panel discussion we will be exploring complaints handling and how we can use the insight and knowledge gained from this to reduce complaints and improve customer satisfaction. Hear from DAS and The AA.

How to Empower Your Employees Through Coaching

How to Empower Your Employees Through Coaching

Discover how to elevate agent performance and transform customer experience using coaching & real-time guidance. Join Nick Rowe from CallMiner to discover best practices for providing agents with immediate feedback, personalised coaching, and actionable insights to improve customer interactions on the spot.

90% of bad Trustpilot reviews trace back to email, paper, and phone

90% of bad Trustpilot reviews trace back to email, paper, and phone

If you want to see a new way to solve this problem, then this session is for you.

Mat Elliott from Nivo will share lessons from working with over 100 financial services companies to digitise customer facing processes, and dive into case studies with brands like CoOp bank, Barclays, and United Trust Bank, where Verified Identity Messaging has transformed NPS from minus figures to +90 and slashed timescales from weeks to hours.

Can AI Truly Revolutionise Customer Experience?

Can AI Truly Revolutionise Customer Experience?

Join Huw Jones, Director of Solutions Consulting at Verint, as he delves into the revolutionary impact of AI on employee and customer experience (CX).

This session uncovers the practical steps and strategic insights necessary for integrating AI into CX initiatives. Huw will address the common challenges and highlight the critical success factors, emphasising the importance of aligning AI projects with clear business objectives. Attendees will gain a comprehensive understanding of how to leverage AI to enhance staff planning and nurturing, handle customer interactions, and drive business growth.

Why Is Your Cloud Contact Centre Transformation Failing to Deliver?

Why Is Your Cloud Contact Centre Transformation Failing to Deliver?

Customer experience can literally make or break a business, so it’s alarming that a number of UK companies remain tethered to legacy contact centre systems.

But what’s even more concerning is that those who've made the leap to cloud solutions aren't necessarily reaping the promised rewards. 

WFM and AI: How Artificial Intelligence Will Transform Workforce Planning in the Future

WFM and AI: How Artificial Intelligence Will Transform Workforce Planning in the Future

As the business landscape continues to evolve, workforce planning is becoming more complex and dynamic thanks to companies across all industries being tasked with managing increasingly global, diverse, and hybrid workforces.

But while the workforce evolves, the methods required for effective workforce planning are still very much in the ‘traditional’ and ‘manual’ phase.

The fact that methods such as data analysis, basic forecasting, and administrative-heavy processes require the need for constant human input means there is a high danger of human mistakes leading to inefficiencies.  

Calabrio Continues to Accelerate AI Innovation with Acquisition of Echo AI

Calabrio Continues to Accelerate AI Innovation with Acquisition of Echo AI

Calabrio has announced the acquisition of Echo AI, a generative AI-native conversation intelligence platform. It is the next strategic step in Calabrio’s commitment to providing contact centres with the latest innovative solutions through near-time conversation insights that enhance customer experiences and operational efficiency.
 
Echo AI’s technology analyses every customer conversation across multiple channels, including calls, tickets, surveys and reviews, and delivers insights that drive customer retention, operational efficiency and growth.
 
“With this acquisition, we’re accelerating our effort to provide a seamless integration of human and AI-driven intelligence, empowering agents to improve efficiency and dramatically improve customer interactions,” says Dave Rhodes, CEO at Calabrio.  
Raising Standards 2025

Raising Standards 2025

Sustaining a learning and improvement momentum that enhances personal and professional life.

Partner Article: From Discovery to Delivery: Here’s a Proven Methodology to CX Success at Sabio

Partner Article: From Discovery to Delivery: Here’s a Proven Methodology to CX Success at Sabio

Looking to transform your customer experience (CX) but feeling overwhelmed by the options? Well, you’re not alone.

In an era where a single negative interaction can go viral, organisations are scrambling to upgrade their CX capabilities. But here's the thing: successful CX transformation isn't about jumping on the latest tech bandwagon — it's about following a proven roadmap to results. 

For many of our 650+ customers globally, this is where our three-phase methodology has helped global brands turn CX challenges into triumphant successes.

Opening Keynote - Raising Standards

Opening Keynote - Raising Standards

Originally broadcast Monday 24th March 2025, 09:30

The Forum has spent 25 years building a vibrant, future-focused community that embraces change, disrupts complacency, and fuels innovation. As we look ahead to the next 25 years, the challenge isn’t just keeping up—it’s leading the way. Join us on this journey of continuous improvement, where we redefine what’s possible, break through limitations, and shape the future of business excellence.

Membership Panel Discussion

Membership Panel Discussion

Originally broadcast Monday 24th March 2025, 10:30

Membership – The Value of a Professional Community
Talking with members Anglian Water Services, Aviva UKGI and PTSB and discussing how they get value from being part of a professional community and the items that gives them the most value for their teams, organisation and personally

Technology Showcase: NICE

Technology Showcase: NICE

Originally broadcast Tuesday 25th March 2025 at 13:30

WFM Augmentation 
AI and Robotic assistance are buzz words and topics amongst the industry at the moment. NICE demonstrates how technology is supporting the operation, both from an agent experience viewpoint and an administrative and operational perspective. Practical application and examples of AI in the contact centre

Complaints Handling Keynote

Complaints Handling Keynote

Originally broadcast Tuesday 25th March 2025 at 13:30

Fix it or Face it: Contact Centre Complaints 
Complaints are an unavoidable reality; we can address issues to reduce problems and understand root cause, but we need to excel in managing the inevitable complaints that will arise.

Technology Showcase: Verint

Technology Showcase: Verint

Originally broadcast Wednesday 26th March at 12:30

Moving from AI Experiments to AI Success in the Contact Centre and Beyond
Hear inspiring success stories from Verint customers who have transformed their operations with AI. Learn how they overcame challenges, achieved efficiencies, and delivered exceptional customer experiences. Discover practical steps to move from AI experiments to tangible successes, and gain insights for your own AI initiatives.

Data Governance Panel Discussion

Data Governance Panel Discussion

Originally broadcast Wednesday 26th March 2025 at 14:30

One of the biggest challenges with data is accessibility and governance to ensure the right people use the right data. Hear from NHS Business Services Authority and Anglian Water on their data governance journey, bringing to life the challenge and opportunity of Data Governance.

Technology Showcase: Calabrio

Technology Showcase: Calabrio

Driving the Next Chapter of WEM
Join Calabrio showcasing the latest innovations, enhanced capabilities, and strategic advancements in Calabrio ONE. Discover how their newest features are designed to elevate agent engagement, workforce optimisation, and analytics, helping organisations increase productivity, reduce attrition, and provide better sales and services to customers.

25 Years of Innovation & Transformation Keynote

25 Years of Innovation & Transformation Keynote

Originally broadcast Friday 28th March at 09:30

Celebrating 25 years of the Innovation & Transformation Awards, this keynote takes a look back from a finalist and judges perspective. Discussing key industry shifts, from workforce flexibility and real-time analytics to automation and omnichannel experiences. We will also explore what the next 25 years of Raising Standards could look like.

Endnote: Raising Standards

Endnote: Raising Standards

Originally broadcast Friday 28th March 2025 at 13:30

Closing the week with practical tips on how to use learning to drive action and raise standards. 

2025 Awards Case Study: Reinventing learning, one digital step at a time at ACCA

2025 Awards Case Study: Reinventing learning, one digital step at a time at ACCA

ACCA’s Training team went from quiet and traditional to bold and digital. They built fun, engaging content in-house, saved loads of money, and made learning something people actually want to do. Big impact, small team.

2025 Awards Case Study: Transforming customer journeys for real results at Aldermore

2025 Awards Case Study: Transforming customer journeys for real results at Aldermore

Fixing one thing at a time wasn’t cutting it. Aldermore zoomed out, mapped the full customer journey, and broke down silos. Teams now collaborate better, delays are down, and customers are seeing a real difference.

2025 Awards Case Study: Making retirement simpler, faster, and more secure at Brightwell

2025 Awards Case Study: Making retirement simpler, faster, and more secure at Brightwell

Retiring from a pension scheme used to mean paperwork and waiting. Brightwell made it digital, secure, and way more user-friendly. Members now retire faster, with less stress—and staff can focus on people, not forms.

2025 Awards Case Study: Raising the bar for customer service at British Gas

2025 Awards Case Study: Raising the bar for customer service at British Gas

Contact volumes exploded, and complaints followed. British Gas didn’t panic—they reworked how they talk to customers, trained staff better, and used smart tools to stay ahead. Now, calls are shorter, customers are happier, and complaints are way down.

2025 Awards Case Study: Transforming service with smart innovation at British Gas

2025 Awards Case Study: Transforming service with smart innovation at British Gas

Old systems made life harder—for staff and customers. British Gas Homecare rolled out new tools to forecast better, plan smarter, and cut admin. Engineers now focus on fixing, not paperwork—and customers get help when they need it most.

2025 Awards Case Study: Building a culture of support and success at Citizen's Advice Gateshead

2025 Awards Case Study: Building a culture of support and success at Citizen's Advice Gateshead

This team didn’t go for a big overhaul. They focused on everyday stuff — team shadowing, clearer leadership, and small changes that added up. The result? Stronger culture, better teamwork, and big wins for customers and staff alike.

2025 Awards Case Study: Rethinking forecasting to work smarter, not harder at eBay

2025 Awards Case Study: Rethinking forecasting to work smarter, not harder at eBay

Forecasting at eBay was all over the place. Different countries, different models. So they built one global approach—simpler, faster, and easier to share. Now, teams save time, help each other out, and plan better across the board with improved consistency.

2025 Awards Case Study: Reinventing WFM one step at a time at Monzo

2025 Awards Case Study: Reinventing WFM one step at a time at Monzo

WFM at Monzo was spreadsheet chaos. They cleaned it up with better data, clever automation, and small steady steps. Now, forecasting is sharper, scheduling is smoother, and the team has become a key player in strategy.

2025 Awards Case Study: Transforming customer support from the inside out at NCFE

2025 Awards Case Study: Transforming customer support from the inside out at NCFE

NCFE’s support team was struggling—low morale, unclear direction, and poor systems. Instead of rushing fixes, they listened and made steady, meaningful changes. A new culture, better tools, and a focus on people turned things around fast.

2025 Awards Case Study: Making WFM work for everyone at Newcastle Building Society

2025 Awards Case Study: Making WFM work for everyone at Newcastle Building Society

Planning was difficult. Forecasts didn’t match the real workload. So they simplified, introduced smarter tools, and brought everyone along for the ride. Now, service is quicker, people feel supported, and planning finally works for everyone—not just the system.

2025 Awards Case Study: Transforming knowledge management at NFU Mutual

2025 Awards Case Study: Transforming knowledge management at NFU Mutual

Info was everywhere — old, scattered, or just missing. So the team built a one-stop space that is clear, up to date, and easy to use. Staff trust the info again, and customers get better answers first time.

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