2023 Customer Strategy & Planning (Virtual)

Catch up on our previous conferences. 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 videos, register or log in by clicking My Account at the top of this page. If you do not have the access you expect please email advice@theforum.social.

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Aviva 2014 Case Study - Continual learning: people build success

Aviva 2014 Case Study - Continual learning: people build success

See how investing in people development is paying back at Aviva UK Health and how assessors are able to take responsibility for their own learning.

Santander 2014 Case Study: Easy & immediate: making calls visual

Santander 2014 Case Study: Easy & immediate: making calls visual

See how Santander use screen sharing technology to replicate the branch experience on sales calls, raising customer satisfaction to 97%, cutting credit card fulfilment times 75% and lifting revenue 17%.

Worldpay 2014 Case Study: SHINE lifts engagement, quality & customer focus

Worldpay 2014 Case Study: SHINE lifts engagement, quality & customer focus

Discover how a new collaborative, inclusive approach to QA underpinned a cultural transformation that has already lifted NPS 29% and encourages root cause analysis.

2015 Innovation & Transformation Awards: Transforming planning and sharing best practice at Ageas

2015 Innovation & Transformation Awards: Transforming planning and sharing best practice at Ageas

See how Planning & Performance Analysts at Ageas delivered improved stakeholder engagement leading to a full redesign of the efficiency metrics lifting adherence by 3.33% and contributing to reducing attrition by 5%.
2015 Innovation & Transformation Awards: Delivering the end to end customer experience at British Gas Services

2015 Innovation & Transformation Awards: Delivering the end to end customer experience at British Gas Services

Discover how NPS, backlogs & efficiencies were improved simultaneously, by comprehensive end-to-end planning in British Gas Services that led to many more same day-appointments & lifted promise delivery 20%. 

2015 Innovation & Transformation Awards: Risk & compliance: see how confidence sets people free at Direct Line Group

2015 Innovation & Transformation Awards: Risk & compliance: see how confidence sets people free at Direct Line Group

A major reform of quality & risk assessment is releasing people to have better customer conversations. This has improved customer outcomes  & grown the business, with 50% more tests at 40% less cost.

2015 Innovation & Transformation Awards: Customer Insight: Closing the loop at Allianz

2015 Innovation & Transformation Awards: Customer Insight: Closing the loop at Allianz

How data, communication, analysis & rigour, from the insight team, underpin customer improvements at Allianz, by collaboration with leaders, operations teams, underwriters, marketing, QA & risk.

2015 Innovation & Transformation Awards: Engagement: driving a customer culture at LV=

2015 Innovation & Transformation Awards: Engagement: driving a customer culture at LV=

How customer focus at LV= led to removing sales incentives & targets, part of a strategic change involving new approaches to engagement, performance management and cross-skilling.

2015 Innovation & Transformation Awards: Homeworking - A flexible working culture at LV=

2015 Innovation & Transformation Awards: Homeworking - A flexible working culture at LV=

Learn how homeworking at LV= has boosted morale, improved customer experience, raised productivity and delivered a £2.3 million return on investment.

2016 Innovation & Transformation Awards: 52 Weeks of Green: focus on operational performance at Direct Line Group

2016 Innovation & Transformation Awards: 52 Weeks of Green: focus on operational performance at Direct Line Group

See how planning and front line operations teams developed outstanding collaboration and buy-in, as a result of an absolute, shared focus on service consistency, every single week of the year.
2016 Innovation & Transformation Awards: Service Transformation: make it easy at EE

2016 Innovation & Transformation Awards: Service Transformation: make it easy at EE

Listen to customer & colleagues, then fix what they say is broken. See how this led to huge increases in customer & colleague NPS at EE, while involving 38 technology implementations in 3 years.
 
2016 Innovation & Transformation Awards: FACT: operating principles for an efficient public service at Ingeus

2016 Innovation & Transformation Awards: FACT: operating principles for an efficient public service at Ingeus

See how value-based principles transformed the operation, saved £1.5m via automation and created the capacity to have life-changing conversations, supporting clients into sustainable work.
2016 Innovation & Transformation Awards: 2020 Vision brings strategy to life for everybody at InterCall

2016 Innovation & Transformation Awards: 2020 Vision brings strategy to life for everybody at InterCall

Making strategy clear & simple has engaged people. See how it’s released talent in the business, cut cost-to-serve 16%, delivered exceptional customer experience & driven continuous improvement.
2016 Innovation & Transformation Awards: The Lamp: helping us care for every life we touch at North East Ambulance Service

2016 Innovation & Transformation Awards: The Lamp: helping us care for every life we touch at North East Ambulance Service

Learn from a great story of engagement & knowledge sharing – living the values. See how two individuals made the difference, literally saving lives at NEAS.
2016 Innovation & Transformation Awards: Trust & advocacy: how to be No. 1 for customer service at RBS

2016 Innovation & Transformation Awards: Trust & advocacy: how to be No. 1 for customer service at RBS

See how a desire to become the best UK direct bank has brought an increasingly agile planning function together with teams across the operations, to transform customer experience at RBS.
2016 Innovation & Transformation Awards: Living the brand: the end-to-end journey at Red Funnel

2016 Innovation & Transformation Awards: Living the brand: the end-to-end journey at Red Funnel

Focus on customer, colleagues and community is driving business growth and social media engagement at this enterprising, local ferry service – making 2015 the best year in their history.
2016 Innovation & Transformation Awards: Customer experience: 7 secrets for working at pace at RS Components

2016 Innovation & Transformation Awards: Customer experience: 7 secrets for working at pace at RS Components

Gather customer intelligence, act on it and release the potential of your people. This has delivered results fast at RS Components, putting the customer truly at the heart of the business.
 
2016 Innovation & Transformation Awards: A framework for Amazing Customer Experience at Affinion International

2016 Innovation & Transformation Awards: A framework for Amazing Customer Experience at Affinion International

Discover how the Quality Assurance (QA) team gave a competitive edge at Affinion International, with ACE, reducing service related complaints, saving money and raising the number of gold standard calls by a third.
 
2017 Case Study: Simplifying Service: put people at the heart of change at L&G

2017 Case Study: Simplifying Service: put people at the heart of change at L&G

Discover how collaboration and empowerment releases potential. By raising 1,300 ideas from colleagues in just 30 months, continuous improvement has saved 200 FTE overall and raised NPS.

2017 Innovation & Transformation Awards: Releasing potential: gain the attention of the board at TUI

2017 Innovation & Transformation Awards: Releasing potential: gain the attention of the board at TUI

Explore an extraordinary depth of engagement in Swansea, the hub of a new operating model that has turned around performance in a competitive market, with a 40 point rise in NPS and £17m benefits.
 
2017 Innovation & Transformation Awards: The human touch: is it easy to make the right choice? at Aegon

2017 Innovation & Transformation Awards: The human touch: is it easy to make the right choice? at Aegon

See how behavioural psychology has transformed sales and put the customer first, with great conversations, based on new scripts and training that gives the confidence to go beyond them.
2017 Case Study: Betting: a game changing culture releases potential at Sky Betting & Gaming Awards

2017 Case Study: Betting: a game changing culture releases potential at Sky Betting & Gaming Awards

See how specialism created a culture of experts that took customer satisfaction to a record high, cut attrition, raised speed of answer by a third and is helping to grow the customer base 40% a year.

Case Study 2017: Real-time & insight: the beating heart of a connected business at Three Ireland

Case Study 2017: Real-time & insight: the beating heart of a connected business at Three Ireland

See how an empowering leadership has released potential, building customer focus and enabling functions like real-time planning to innovate in analytics, technology and social media.

Case Study 2017: Service excellence and quality assurance at The Financial Conduct Authority (FCA)

Case Study 2017: Service excellence and quality assurance at The Financial Conduct Authority (FCA)

2018 Innovation Award Winners

2018 Innovation Award Winners

The Innovation of the Year 2018 award was won by Homeserve; an organisation centred on people and customers. In achieving commercial success and building community engagement, front-line teams re-connected with the organisation’s purpose, to rebuild trust. Marked out by judges as one of the best entries they’ve ever seen, this is a story everyone can learn from and be inspired by. They were also presented with the Innovation Award for Social Transformation.

We can be heroes

We can be heroes

Hero, a mythological or legendary figure often of divine descent endowed with great strength or ability. However, in this instance I’m referring to a person who is admired for having done something very brave or having achieved something great in the world of Contact Centres.

Technology Showcase: Business Systems

Technology Showcase: Business Systems

Originally broadcast Thursday 1st October 2020, 12:30

Inspired People go above and beyond – so how can you inspire your employees to engage with your planning team to drive impressive ROI? Your employees need to work in a positive environment so they can continue to grow, remained inspired and be more productive. So how can WFM help with this?

Technology Showcase: Calabrio

Technology Showcase: Calabrio

Originally broadcast Friday 2nd October 2020, 12:30

The State of the Contact Centre: Embracing the Evolving World of Work Join Ed Creasey, Director of Pre-Sales for Calabrio, as we explore how leading contact centres are turning disruption to their advantage. From the rapid increase in importance of the contact centre, to changes in demands from employees and customers, we will be envisioning the contact centre of the future. Join us to discuss tangible ways to embrace this evolving world of work.

Conference Endnote

Conference Endnote

Originally broadcast Friday 4th December 2020, 09:15

Positive habits for a successful career With so much uncertainty in the world, it is important to take control of our conduct, behaviour and attitude. Developing simple positive habits can make a huge impact on how you learn, share ideas and ultimately transform yourself and our career. This endnote presentation will take a look at the role of professionalism, how to build positive habits and an opportunity to hear from members who have transformed themselves during 2020.

Keynote: Unlocking Opportunities

Keynote: Unlocking Opportunities

Originally broadcast Monday 26th April. 2021, 09:30

Hear from Phil Anderson, Director at The Forum with the conference opening keynote. Understand how disruption can pave the way for new opportunities and how you can become key to unlocking change and development.

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