Recognizing World Mental Health Day 2024

How One iQor Employee Faces Mental Health Challenges

As society continues to evolve, so does our awareness and understanding of mental health. In recognition of World Mental Health Day 2024, we at iQor reflect on the importance of mental health in both our personal lives and professional environments. From challenging the stigma surrounding mental health to creating supportive workplaces, advocating for mental well-being is integral to our collective success.  

iQor Senior Enterprise Proposal Writer Kristi Weldon shares her personal mental health journey, providing invaluable insights into the intersection of her mental well-being and her professional life. Her story is one of resilience and advocacy, inspiring all of us to take mental health seriously, both for ourselves and our colleagues. 

Finding Strength in the Struggle

Kristi’s journey with mental health began in her early teenage years when she struggled with depression and suicidal thoughts. At the time, she didn’t have the language to describe her emotions and wasn’t aware that her overwhelming feelings were symptoms of depression.  

Kristi mustered the courage to reach out to her school guidance counselor, but her family’s reaction was less than supportive due to the stigma surrounding poor mental health. Her family’s concern about the social perception of her struggles only reinforced the isolation she felt. 

It wasn’t until years later that Kristi was diagnosed with bipolar disorder at age 32. A turning point in Kristi’s journey came during a hospitalization due to suicidal thoughts. This pivotal moment gave her a deeper understanding of her anxiety and bipolar disorder, and, with the support of healthcare professionals, she learned how to manage her mental health more effectively. 

“Had I not gone through that hospitalization, I would be struggling with something that I don’t have to and that there’s treatment for.”

Overcoming Misconceptions About Mental Health

Kristi has also experienced deep-seated stigmas attached to mental health. Throughout her life, she’s faced situations where people reacted negatively when learning about her diagnosis. She recounts a moment during a writer’s meeting when she mentioned being bipolar. An attendee picked up his chair and moved away from her, treating her as though she had a contagious disease. 

Despite hurtful encounters such as this, Kristi remains committed to breaking down unfair beliefs surrounding mental health. Rather than internalizing these reactions, she views them as a reflection of others’ ignorance, not a judgment of her own worth. Through her openness, Kristi aims to show that mental health challenges are nothing to be ashamed of and that seeking help is a sign of strength, not weakness.

“Anyone at any given time can have a mental health challenge.”

You Are Not Alone

Kristi emphasizes the importance of building a supportive network to mitigate feelings of loneliness. Building connections with others — whether through personal relationships or professional support systems — can make a significant difference for individuals dealing with mental health issues. 

The Importance of a Supportive Workplace Environment  

When Kristi first joined iQor in 2021, she kept her mental health struggles private. For the first year and a half, no one knew about her mental health challenges. She was hesitant to disclose this due to negative experiences in past workplaces where she had been “burned” before.  

However, as she settled in, she recognized the importance of fostering a safe and supportive workplace. Kristi says that when employees feel comfortable disclosing their mental health challenges, they are happier and more productive.  

Leaders play a critical role in this. Kristi’s boss created an open and supportive environment that empowered her to seek help and feel comfortable at work. Kristi’s advice to leaders is clear: recognize that employees may be struggling with undiagnosed mental health issues and cultivate a workplace where they feel safe to seek help and receive the support they need.

“I’m very fortunate to have a wonderful boss who’s been very supportive of me and has allowed me to be open and communicative about my issues.”

The Role of Professional Support and Employee Assistance Programs 

Professional support systems, such as employee assistance programs (EAPs), are invaluable for employees navigating mental health challenges. Kristi credits her diagnosis and subsequent mental health management to the support she received through her employer’s EAP, which provided her with access to specialists and essential resources. EAPs play a critical role in helping employees manage mental health by offering short-term counseling and referrals for long-term care.  

“It was a counselor through work that actually got me help and got me diagnosed initially,” Kristi shares, highlighting how crucial these programs can be in providing employees with access to life-changing resources. 

Moreover, Kristi underscores the importance of seeking specialized mental health professionals. For her, psychiatric specialists provided the expertise needed to tailor her treatment effectively. Following the guidance of healthcare professionals is key to successfully managing mental health. 

Balancing Career and Mental Health

For Kristi, balancing a demanding career with mental health challenges has been a journey of self-awareness and adaptability. One of the key lessons she’s learned is the importance of finding a role that aligns with your strengths and preferences. Kristi thrives in a high-stress, fast-paced environment, describing her work style as similar to that of a sprinter — handling short bursts of intensity. She acknowledges that this approach isn’t for everyone: “Figure out what you like, what you’re good at, and what you enjoy, and start from there to build your career while balancing your mental health.” 

Another important aspect of maintaining this balance is setting boundaries and incorporating mental health needs into your daily routine. Kristi explains that if you require time for self-care, such as journaling or therapy, finding a job with flexible hours can make all the difference. “Build balancing your mental health into your career,” she encourages, stressing the importance of crafting a professional life that supports rather than hinders your well-being. 

By setting realistic expectations and learning when to step back, she’s been able to create a healthier, more sustainable work-life balance. Her story highlights that success in both career and mental health requires ongoing self-awareness, flexibility, and the courage to prioritize your well-being. 

Kristi’s Strategies and Coping Mechanisms

In addition to professional support, Kristi has developed a range of strategies to help manage her mental health. She finds solace in daily practices like journaling and meditation, which allow her to process her emotions and stay centered. Music is also a vital part of her routine, and she often turns to her favorite band, Shinedown, whose songs frequently explore themes of mental health. “They’ve been singing about mental health for 20 years,” Kristi explains, underscoring how their music has become a grounding force that helps her navigate difficult moments. 

Visualization exercises, which are mindfulness techniques in which individuals create vivid images in their minds, are another tool Kristi uses to stay focused and maintain emotional balance. These techniques and her dedication to self-care help her manage the challenges of a high-pressure job while maintaining her well-being. 

When it comes to handling negative reactions to her mental health, Kristi’s approach is both empowering and pragmatic. Rather than engaging in conflict, she chooses to let others’ reactions reflect their own ignorance, not her worth. “The only thing I can control is me,” she says, highlighting the importance of self-awareness in managing both internal struggles and external perceptions. Her calm and composed mindset allows her to protect her peace while educating others about mental health through her actions. 

Kristi’s Career Journey and Message to iQor Employees

Kristi’s career path is a testament to her resilience and determination. With roles ranging from sales to teaching to her current position as a senior enterprise proposal writer at iQor, Kristi’s professional journey is marked by significant achievements. Her credentials — including a CF-APMP certification through the Association of Proposal Management Professionals (APMP) — and her leadership role as iQor’s Loopio Champion for Loopio proposal management software highlight her dedication to her work.      

To her colleagues at iQor and beyond, Kristi’s message is one of hope and solidarity. She encourages employees to utilize the mental health resources available through the company’s benefits and to seek support when needed. Understanding the varied perceptions of mental health across different regions across the globe is also crucial in fostering an inclusive and supportive work environment.   

At iQor, supporting mental health is an integral part of fostering a diverse, equitable, and inclusive workplace. As Kristi’s story illustrates, mental health challenges can impact anyone, and creating an environment where employees feel safe to seek support is essential. iQor’s commitment to diversity, equity, and inclusion (DEI) extends beyond recognizing differences — it involves actively providing resources and creating spaces where all employees can thrive, both personally and professionally. 

iQor encourages every team member to embrace their unique journey. Together, we can continue to break down barriers, reduce stigma, and ensure that everyone feels valued and supported. 


Kristi Weldon is a senior enterprise proposal writer at iQor who advocates for mental health resources and well-being. She is also the leadership cohort and chair for the APMP Mental Health Affinity Group. Connect with Kristi on LinkedIn to discover more about her mission to strengthen mental health awareness in the workplace. 

At iQor, creating a safe space for employees to seek support is essential. If you or someone you know is facing a mental health crisis, please download our list of available helplines for suicide prevention and mental health resources across the countries where we operate.  

 

Celebrating Customer Service Week With 5 Ways to Elevate CX Year-Round

How to Go Above and Beyond for CX Success at Every Touchpoint

Since its debut in 1987, Customer Service Week has been an international celebration of the vital role of service professionals. Officially recognized by the U.S. Congress in 1992, it honors the dedication of those individuals who serve and support customers. 

This year’s theme, “Above and Beyond,” reflects iQor’s daily commitment to exceeding expectations for both employees and customers in everything we do. As we celebrate our teams that drive exceptional customer service, we also highlight our Symphony [AI]TM ecosystem, which elevates the employee experience – from accelerated recruiting and onboarding to training and performance optimization – to empower the delivery of outstanding customer experiences. 

In honor of the incredible contributions of our employees to operational excellence, we’re sharing five fundamental ways customer service teams can go above and beyond to ensure both employee satisfaction and the delivery of outstanding customer experiences.  

1. Cultivating a Culture That Goes Above and Beyond for Employees and Customers

Cultivating a customer-centric culture starts from within. Companies that strive to create a positive, collaborative environment empower employees to exceed expectations. This culture is the foundation for delivering exceptional customer service. During Customer Service Week, we celebrate our employees, recognizing their role in driving success for our clients. 

iQor focuses on the following key elements that shape our customer-centric culture and enable us to go above and beyond for employees and customers. 

  • Employee Empowerment: Empowering employees involves providing them with training, tools, and support that equip them to perform. This approach enables them to be confident in their customer interactions. 
  • Continuous Training: Training isn’t a one-time event. Ongoing development, especially personalized coaching, helps employees stay current on customer service trends and evolving technology, ensuring high-quality service delivery. 
  • Leadership’s Role: Leaders are instrumental in driving a customer-first culture. By setting expectations and modeling the behavior they wish to see, they inspire teams to prioritize customer satisfaction and strive for excellence. 
  • Collaboration: A collaborative culture promotes teamwork and problem-solving, allowing employees to share insights and tackle customer issues more efficiently. This teamwork creates a more supportive environment, boosting morale and performance. 
  • Balanced Approach: While AI and automation streamline customer interactions, the human touch remains critical. iQor balances technology with empathy to create personalized customer experiences that resonate emotionally with customers, ensuring long-term satisfaction and loyalty. 

By embracing these key principles, iQor ensures our employees are empowered, well-trained, and supported by strong leadership and collaboration. 

iQor Recognized as a Great Place to Work® in Colombia and the Philippines

As a testament to creating rewarding employee experiences that drive irresistible customer experiences, iQor earned Great Place to Work® certifications in Colombia and the Philippines for 2024, recognizing our commitment to a positive, inclusive work environment. The certification is based on employee feedback about workplace culture, trust, and leadership. These accolades highlight iQor’s dedication to employee well-being and fostering a supportive, high-performance environment across our global operations. 

As we continue our commitment to a customer-centric culture, our teams are equipped to go above and beyond, delivering exceptional service that meets the needs of the brands who entrust us to service their customers. 

2. Leadership That Inspires Excellence and Drives a Culture of Service

Leadership plays a pivotal role in shaping a service-driven culture that inspires teams to aim for performance excellence. Through direct involvement and support, leaders ensure each team member is aligned with the company’s mission to deliver exceptional customer experiences.

“When it comes to employee happiness, bosses and supervisors play a bigger role than one might guess. Relationships with management are the top factor in employees’ job satisfaction, which in turn is the second most important determinant of employees’ overall well-being.”

—McKinsey, “The boss factor: Making the world a better place through workplace relationships” 

iQor Trinidad Inspires Service Excellence Through Accountability and Collaboration

Vice President of Operations and iQor Trinidad Country Lead William Huggins, DBA, exemplifies how purpose-driven strategies can inspire service excellence. Leading over 1,300 iQorians, William’s approach involves fostering a collaborative environment focused on performance, continuous development, and accountability.

William fosters an environment of open communication, encouraging all employees to contribute ideas that enhance their experience. His engagement with employees and strong leadership have built a people-first, customer-centric culture where employees feel empowered to deliver exceptional service, reflecting iQor’s commitment to going above and beyond for our clients all around the globe. 

3. Employee Empowerment Through Continuous Learning and Recognition

Investing in employee growth and recognizing achievements are essential components for maintaining a high standard of service and retaining stellar teams. iQor’s approach to ongoing learning equips teams with the skills they need to excel, while recognition of employee contributions showcases our commitment to celebrating those who go above and beyond.

Leadership Development Programs Help Employees Succeed

Leadership training helps to inspire employees and ensures they bring their best to the company and customers. iQor’s sQholar program is a leadership development initiative designed to enhance employee retention, engagement, and career growth. It equips future leaders with the skills needed to meet performance expectations through a blend of eLearning, workshops, and hands-on experience.  

Over 1,500 employees have graduated from the sQholar program, with many moving into supervisory roles. The program emphasizes trust, coaching, and continuous feedback, driving performance, reducing turnover, and showcasing iQor’s commitment to empowering employees through continuous development.

Empowering Growth With Mentorship, Organizational Development, and Active Learning

At iQor, mentorship is key to fostering growth and leadership development. Initiatives like iQor’s award-winning PeaQ Performance Qoaching Workshop enhance leadership skills and cultivate a customer-centric culture. The PeaQ Performance Qoaching Workshop equips supervisors with the skills to identify key behaviors and coach teams effectively, driving optimal performance and reflecting iQor’s dedication to developing its global talent.  

iQor’s active learning approach also boosts engagement and skill retention through hands-on, personalized training. Active learning focuses on elevating skill development and retention for frontline employees by providing interactive training that promotes problem-solving and personalized coaching, improving both employee engagement and customer service outcomes.  

Our programs showcase iQor’s commitment to nurturing a supportive environment where employees can thrive and ensure that our teams are equipped with the skills, confidence, and motivation needed to excel every day.

4. Staying Ahead Through Innovation and Adaptability

Innovation and adaptability are key to delivering excellent service, especially in a rapidly changing environment. At iQor, our Symphony [AI] ecosystem plays a crucial role, using AI and machine learning to optimize customer interactions and enhance service delivery. This growth mindset enables our teams to be proactive, meeting customer needs in real time and tailoring experiences.

iQor’s Symphony [AI] Powers CX Excellence

iQor’s Symphony [AI] ecosystem revolutionizes customer service by optimizing the employee experience across key areas, including talent acquisition, training, and performance management. Integrating AI and machine learning, Symphony [AI] empowers employees to deliver personalized, real-time customer interactions while maintaining compliance and well-being. Through AI-driven recruitment, tailored training, and performance optimization, Symphony [AI] ensures employees are well-prepared and motivated from Day One, driving efficiency, engagement, and exceptional CX at scale.

Optimizing Digital Support for a US Airline

iQor partnered with a major U.S. airline to streamline and enhance their digital customer care. The client wanted to shift to a digital-first model that would boost efficiency, improve customer satisfaction, and reduce operational costs. 

Our Symphony [AI] ecosystem has helped streamline speed to hire and accelerate speed to proficiency, allowing us to quickly onboard new hires to meet the client’s needs. Through an omnichannel solution, iQor has helped the airline achieve a 70% digital interaction rate, a 60% net promoter score (NPS) improvement, a 3:1 chat concurrency during peak volume, and a 15% cost reduction at the same interaction volume.  

This digital transformation has also resulted in a significant uplift in customer satisfaction metrics, reinforcing iQor as a leader in technology-driven customer support solutions for the airline industry.

5. Building Trust Through Strong Client Partnerships

Going above and beyond extends beyond customer service to building strong, long-term client partnerships. iQor works closely with our clients to understand their unique challenges and deliver tailored solutions, fostering trust and collaboration.  

Examples of this include our work with BPO security expertise and healthcare brands, where our dedication to exceeding expectations has resulted in deep, enduring partnerships.

Fostering Client Confidence Through Zero Trust Security

iQor’s commitment to fostering strong client partnerships extends to ensuring top-notch data security through a zero trust framework. By implementing the five pillars of zero trust — multifactor authentication, network segmentation, data security, device authentication, and continuous monitoring — iQor builds trust with clients, ensuring their sensitive information is protected.

Strengthening Bonds Through Compassionate Healthcare Support

iQor’s partnership with a leading healthcare brand exemplifies how trust is nurtured through compassionate, patient-centric support. The healthcare provider chose iQor as their exclusive BPO partner, and we have collaborated closely with them at every stage to create positive, meaningful experiences for their patients. 

Leveraging a team of highly trained agents, iQor provides tailored solutions that prioritize empathy, open communication, and personalized care, ensuring each patient interaction is managed with sensitivity and professionalism. This personalized approach extends to handling inbound support calls, helping patients feel valued and understood. 

Consistently delivering top-tier service and reducing call handling times while maintaining high-quality care helps us strengthen the client’s trust. Our ability to exceed expectations in patient care and support underscores our commitment to building reliable, lasting client relationships that make a real impact.  

Experience the iQor Difference

As we celebrate Customer Service Week at iQor, we honor the dedicated professionals who consistently go the extra mile to deliver exceptional service. We empower our teams through innovation, leadership, ongoing training, and recognition. Our Symphony [AI] ecosystem fuels this commitment, optimizing both employee and customer experiences.  

At iQor, we deliver more than just CX outsourcing — we offer a comprehensive suite of front office and back office services designed to elevate every aspect of your customer lifecycle.

Our award-winning CX solutions include:

  • A global presence with 40+ contact centers across 10 countries. 
  • A CX private cloud that maximizes performance and scales rapidly across multiple geographies on short notice.
  • A partnership approach where we deploy agents and C-level executives to help maximize your ROI.
  • The perfect blend of intelligent automation for scale and performance coupled with an irresistible culture comprising people who love to delight your customers.
  • Virtual and hybrid customer support options to connect with customers seamlessly, when and where they want.
  • The ability to launch a customer support program quickly, even when you need thousands of agents ready to support your customers.
  • A best-in-class workforce management team and supporting technology to create a centralized organization that can better serve your entire business.

iQor offers the perfect blend of innovative digital support solutions and expert leadership dedicated to creating exceptional customer experiences that deliver sustained profitable growth for the brands who put their trust in us.  

Ready to elevate your customer service? Contact us to explore how our solutions can help you build lasting client partnerships and exceed expectations during Customer Service Week and beyond. 

Art DiBari, chief administrative officer at iQor, is a dedicated CX leader with more than 30 years of industry experience. He champions the power of innovation to create irresistible customer and employee experiences across a global footprint. 

Connect with Art on LinkedIn.

AI-Simulated Training Supercharges Agent Skills for Any Call Type With Unmatched Versatility

Accelerate Agent Proficiency, Maximize Sales Conversions, and Deliver Superior Customer Satisfaction with High-Impact, Scalable Training Solutions

For subscription services providers, agent training is crucial to maintain a high standard of customer experience (CX) for sustained and scalable growth, minimized churn, and optimized operational excellence.  

As subscription-based service models revolutionize industries from travel and hospitality to financial services, maintaining high customer satisfaction is a key differentiator in a competitive marketplace. J.D. Power reports customer care as a critical factor for business leaders investing in the success of their subscription services.

iQor’s Symphony [AI]TM provides subscription services a robust ecosystem of AI tools that equip agents with the necessary skills to deliver optimized CX across the customer’s entire lifecycle. Through Symphony [AI], we optimize complex interactions with customers using agent-facing AI-simulated training. This intuitive system empowers supervisors to identify and address specific areas where agents can improve their performance, ranging from new account sales to retention and winback. Such an approach leads to more effective training and coaching sessions, as well as more accurate testing results. 

Strategic outsourcing partners like iQor are dedicated to approaching CX with holistic, future-ready technologies and processes that incentivize customer loyalty. Our investments in AI and a culture of innovation maximize successful outcomes and support business growth as a business process outsourcing (BPO) partner of choice for subscription services.  

For leaders in this sector, reducing customer churn and enhancing service quality are top priorities. iQor, a leader in data-driven solutions for CX operations and strategic outsourcing, offers AI-driven training and coaching programs designed to tackle these challenges head-on.

 Specialized AI-Simulated Agent Training Is Key to Subscription Service Success

Subscriber loyalty hinges on one crucial element: customer satisfaction. Traditional customer care, as well as inbound and outbound sales models, operate in a fast-paced digital environment. AI-simulated agent training leverages real-time analytics capabilities to unlock success for both customer care and sales in the subscription services world in the following ways. 

  • Deeper Understanding of Customer Needs: Subscription services cater to specific niches or interests for their valued members. Well-trained CX reps have a deeper understanding of the product’s or service’s intricacies and the unique challenges users face. This allows them to provide faster, more effective solutions, fostering trust and loyalty.
  • Personalized Communication and Scripts: Today’s customers expect more than a one-size-fits-all approach. Highly skilled CX reps can tailor their communication to each customer’s situation, building rapport and ensuring a positive experience.  
  • Proactive Problem Solving: Subscription services are all about ongoing perceived value by the customer. By equipping CX reps with access to proactive data, they are empowered to anticipate customer issues and proactively offer solutions, preventing frustration and reducing churn.  
  • Upselling and Cross-Selling Opportunities: By proactively sharing data that shows customer needs and usage patterns, proficient CX reps can identify potential upsell or cross-sell opportunities. This boosts revenue and demonstrates a genuine interest in the customer’s experience. 

Accelerating Agent Training With VALDI Analytics 

iQor utilizes our proprietary interaction analytics platform, VALDI, to continuously improve the success of agents.

VALDI enables supervisors to identify and address specific areas where agents can enhance their performance, leading to more effective training and coaching sessions. These insights fortify customer relationships with every interaction, translating to happier customers and a more successful subscription service.  

The Option of On-Site or Work-at-Home Agents 

AI-powered training creates skilled agents in both on-site and work-at-home environments. Here’s how:   

  • Increased Save Rates: BPO agents are extensively trained using iQor’s AI-simulated training methods, which enhance their communication skills and confidence with custom speech analytics. This results in higher save rates since agents are better equipped to leverage the analytics and improve scripts and training for outbound retention services. 
    • After partnering with iQor, a home warranty client has experienced a 32% increase in its save rate and 12% increase in its calls per hour (CPH). 
  • Improved Rebuttal Rates: Preventable subscription service cancellations can lead to significant revenue loss. Advanced AI tools and real-time feedback systems informed by data analytics  enable agents to uncover the reasons for cancellation requests and implement strategies to retain customers.
    • The home warranty client’s rebuttal rates increased from 18% to 90% in four weeks, demonstrating how iQor’s AI-powered speech analytics can turn customer interactions into lasting relationships. 

Addressing Traditional Training Challenges With AI and Active Learning

Traditional training methods can be time-consuming and disrupt daily operations, impacting operational performance. iQor’s active learning training solution overcomes these obstacles by providing:  

  • AI-Powered Simulations: Real-world customer scenarios accessible 24/7, ensuring continuous learning and adaptability. 
  • Immediate and Detailed Feedback: Objective, data-driven insights on key communication metrics, fostering continuous improvement of sales outcomes. 
  • Customizable Training Modules: Tailored scenarios that allow agents to practice in a safe, pressure-free environment. 

Gain a Competitive Edge With iQor: AI Training Simulations Designed to Revolutionize Subscription-Based Success

For subscription services leaders, doing business with BPO partners who use AI-simulated training can address key pain points such as customer churn, retention and winback, and customer service quality. This is vital to reach customers in an increasingly competitive marketplace, provide incentives for loyalty and engagement, and drive conversions.

Leverage iQor’s Industry Expertise and Proven Results to Drive Growth and Loyalty

Choosing to partner with a trusted third-party provider like iQor offers a strategic advantage for subscription services leaders looking to overcome operational challenges. 

Here’s why:

1. Unmatched Process Expertise: With decades of accumulated process knowledge and a deep understanding of customer behavior across more than 500 million interactions annually, iQor is uniquely positioned to refine your subscription model’s customer experience. Our AI-driven simulations are built on a foundation of diverse industry insights, enabling us to tailor training for any scenario. This ensures your agents can tackle complex customer needs with confidence and precision, delivering a level of expertise that sets you apart from competitors. 

2.  Accelerate Customer Acquisition: iQor’s AI training simulations don’t just train agents — they create high-performing, conversion-driven sales teams. By simulating real-world customer interactions, our platform prepares agents to engage, persuade, and close more deals. This results in faster ramp-up times, reduced training costs, and an immediate impact on customer acquisition. Our focus on optimizing every touchpoint ensures that your agents are not only ready for today’s demands but equipped to turn prospects into lifelong customers. 

3. Boost Retention and Loyalty: Customer loyalty is the backbone of successful subscription models, and iQor excels in keeping your customers engaged. Our AI simulations train agents to resolve issues swiftly, provide personalized experiences, and anticipate customer needs — key drivers of long-term loyalty. By empowering agents to deliver superior service in every interaction, we help reduce churn and foster deep customer relationships, giving your business an unfair advantage in retaining customers against competitors who fail to prioritize consistent, high-quality customer care.

Partnering with iQor allows subscription services operations to focus on core business activities while leveraging the expertise and resources of a leading BPO to handle complex and labor-intensive tasks. This approach mitigates operational risks and positions companies to sustain growth and customer satisfaction at scale.

Optimizing Employee Experience With a Holistic Approach to AI

iQor’s approach to integrating AI into employee experience is comprehensive. By leveraging our Symphony [AI] ecosystem, iQor creates an environment where employees are more engaged, informed, and empowered. This approach enables real-time data analysis and feedback, providing valuable insights that empower employees to make better decisions and perform their tasks more efficiently.  

Award-Winning Training That Yields Exceptional Performance

iQor’s commitment to excellence in training and organizational development has earned numerous awards. Our training programs are designed to be flexible, scalable, and highly effective, ensuring that every employee is equipped with the skills and knowledge needed to excel in their roles.  

Our iLead program has been recognized with a Stevie® Award for Sales and Customer Service and a Brandon Hall GroupTM Gold award for excellence in Leadership Development Competency Models, underscoring our commitment to exceptional employee and customer experiences. 

Data Annotation and Labeling Capabilities Unlock Analytics Insights 

Data annotation and labeling are critical components of AI development, and iQor excels in providing high-quality services in this domain. These processes are the backbone of training AI models to improve their accuracy. Here’s how data annotation and labeling can help agents succeed in delivering smile-worthy CX: 

  • Enhancing AI Training Through Data Annotation Expertise: Building on our strong foundation in data annotation and labeling, we enhance the capabilities of AI models and empower our workforce with the essential skills required to thrive in a technologically advanced environment. Our commitment to delivering high-quality data annotation and labeling services ensures that both our AI systems and employees are well-equipped to handle complex analytical tasks. 
  • Deepening Understanding of AI Applications: Precise data labeling significantly boosts the functionality and reliability of AI applications. By training our employees in these meticulous processes, we equip them with a nuanced understanding of how data influences AI behavior and decision-making processes. This knowledge is crucial for managing AI tools effectively and ensuring they perform optimally in real-world scenarios. 
  • Strategic Learning and Development: Leveraging our insights from successful BPO partnerships, we implement strategic learning initiatives that mirror our data handling excellence. These programs are designed to systematically enhance the AI literacy of our teams, enabling them to better support and improve the AI solutions we deploy. This approach increases operational efficiency and fosters a culture of continuous learning and adaptation. 

At iQor, the synergy between our advanced AI models and well-trained employees creates a dynamic environment where analytical insights are quickly transformed into actionable business strategies. By focusing on both the technological and human aspects of AI training, iQor ensures that our teams are drivers of innovation, leading to superior outcomes for our clients and a competitive edge in the market. 

Exceptional CX Operations Designed for the Future of Subscription Services 

The integration of AI-simulated training represents a significant advancement in the way subscription services brands can train their customer-facing teams. This approach offers a scalable, efficient, and effective solution for delivery of operational excellence and customer satisfaction.  

Through iQor’s integrated ecosystem, we optimize complex interactions using agent-facing AI-simulated training tools. This intuitive approach empowers supervisors to identify and address specific areas where agents can optimize their performance, leading to faster speed to proficiency and more effective coaching sessions that support sustained performance results. 

Subscription services brands that leverage iQor’s AI-simulated training position themselves for market share leadership with an ability to adapt to the ever-changing needs of their customers. 

Experience the iQor Difference 

To navigate today’s subscription services market, you need more than just a BPO provider. You need a trusted CX Solutions partner who understands the unique challenges you face and can deliver solutions that drive real results.  

iQor is a globally trusted managed service provider of digitally enabled business and CX solutions recommended by the world’s leading subscription brands as an advisor and partner that seamlessly integrates with the needs of their organization.  

We go beyond traditional outsourcing to offer a comprehensive suite of services designed to optimize your entire customer journey. Here’s how we can help your brand soar:  

  • Deep Industry Expertise. Our team boasts extensive experience in subscription support, including navigating our customers’ proprietary CRM platforms and maximizing sales opportunities. 
  • Data-Driven Insights. We implement innovative data science and AI to unlock actionable insights from your customer data. This empowers us to optimize channel utilization, identify risk areas, and personalize the customer experience for increased satisfaction. 
  • Global Capabilities & Security. With a presence across 10 countries and a private, high-performance CX cloud, we offer scalability, security, and seamless global support. 
  • Next-Generation Solutions. We are early adopters of innovative technologies like VALDI, our proprietary analytics platform, and AI tools that equip us to continually invest in creating the future of customer service. 
  • Trusted Partner Approach. We foster a consultative partnership, deploying dedicated account teams with industry expertise to guide you every step of the way. You’ll gain a reliable advisor who understands your business and is invested in your success.  

iQor offers the perfect blend of innovative digital support CX solutions and expert leadership dedicated to creating exceptional customer experiences. Ready to transform your subscription services? Contact us today, and let’s discuss how we can turn more subscribers into enthusiastic brand advocates. 

Gail McLaughlin Toti, vice president of global sales at iQor, is a dedicated CX leader who champions GenAI’s impact on sales performance for subscription services. Connect with Gail on LinkedIn 

Optimize Your Subscription Services With Cutting-Edge AI and BPO Solutions

AI-Driven + Human-Enhanced Strategies Empower Subscription Services for Exceptional CX

In the rapidly growing subscription services industry, where customer satisfaction and retention are paramount, the quality of your customer experience (CX) is critical for long-term success and profitability. Subscription services has experienced tremendous growth, with more companies adopting recurring revenue models to sustain their business growth.  

According to Recurly’s “2024 State of Subscriptions” report, using artificial intelligence (AI) and machine learning to gather customer insights and create personalized experienced is a key factor in boosting customer satisfaction and lifetime value. 

“In 2023, 28.1% of Recurly merchants offered add-on options to allow subscribers to personalize their subscriptions, resulting in $2.2 billion in incremental revenue from such customizations. Since 2020, 45.5% more merchants have adopted the add-on feature, which translates to a 272.0% lift in total incremental revenue across all merchants.” 

Recurly, “The 2024 State of Subscriptions” 

With this growth comes challenges, such as rising customer expectations, increased competition, and the need for seamless, personalized experiences. To navigate these challenges, and deliver top-notch products, subscription-based businesses must focus on delivering superior customer experiences that foster loyalty and drive long-term success. 

This article explores the essential elements of exceptional CX in the subscription services sector, informed by insights from industry leaders. We explain how businesses offering subscription-based models — whether in software, e-commerce, or subscription boxes — can implement best practices in CX with the support of a strategic BPO partner like iQor. At the heart of iQor’s approach is the Symphony [AI]TM ecosystem, which integrates advanced AI-driven solutions with human expertise to deliver five-star success in subscription services. 


5 Key Insights for Subscription Services CX Leaders

  • Strategic partnerships with AI-driven BPO solution providers are essential for subscription services to optimize customer satisfaction, reduce churn, and enhance overall business performance through data-driven insights and efficient operations. 
  • Personalization is essential in subscription services. Leveraging AI to analyze customer behavior, interaction patterns, and operational data allows for targeted interventions and tailored customer experiences that drive loyalty and maximize customer lifetime value (CLV). 
  • Continuous investment in AI, advanced analytics, immersive training simulations, and a skilled workforce is crucial for maintaining a competitive edge in subscription services customer support, enabling businesses to anticipate challenges, refine processes, and deliver exceptional customer experiences.
  • Seamless integration of AI tools with human analyst expertise empowers subscription businesses to uncover root causes of performance issues, implement precise interventions, and foster continuous improvement, leading to sustained success in a rapidly evolving market. 
  • The ability to identify and recruit top talent using AI-driven hiring platforms directly impacts customer satisfaction and business success, ensuring that subscription services are supported by a skilled and adaptable workforce capable of meeting your unique demands. 

Unique Challenges of Subscription Services Businesses 

Subscription services is defined by its focus on recurring revenue models and customer retention. Achieving success in this space requires navigating a series of critical challenges that are central to sustaining long-term growth and profitability: 

1. High Customer Expectations 

According to Zendesk, 65% of customers demand seamless activation, quick problem resolution, and personalized experiences. They expect every interaction to be smooth and tailored to their needs. Failing to meet these expectations can lead to dissatisfaction, driving customers to churn. 

2. Churn Management 

Retaining customers is becoming increasingly difficult due to rising competition, pricing pressures, and an ever-changing regulatory environment. Companies must continuously innovate and provide value to keep customers engaged and satisfied. High churn rates can significantly impact profitability, making churn management a top priority. 

3. Complex Operations 

Managing the entire customer lifecycle — from acquisition and activation to engagement, renewal, and retention — requires sophisticated technology and processes. Without proper management, these complexities can lead to operational inefficiencies, resulting in higher costs and lower customer satisfaction. Effective lifecycle management is crucial for maintaining a competitive edge. 

4. Data Utilization 

Subscription services generates vast amounts of customer data. However, turning this data into actionable insights is a significant hurdle for many companies. Proper data management is essential for making informed decisions that enhance customer experiences, optimize engagement strategies, and drive business success. 

Navigating Complex Metrics and Customer Engagement With Tailored CX Solutions

These challenges are further compounded by the industry’s reliance on key metrics such as monthly recurring revenue (MRR), annual recurring revenue (ARR), customer lifetime value (CLV), and churn rate. Monitoring these metrics is vital for business sustainability, but balancing them — especially customer acquisition cost (CAC) with CLV — remains a continuous challenge. 

In addition to these operational challenges, ongoing customer engagement is crucial. Subscription businesses must interact with customers regularly to ensure product usage, satisfaction, and loyalty. Effective customer support, which encompasses a wide range of channels, including voice, email, messaging, and more, plays a pivotal role in maintaining customer retention and satisfaction. 

If these challenges are not effectively managed, they can lead to higher churn rates, lower customer satisfaction, and reduced profitability. To thrive in this competitive environment, subscription-based businesses need a BPO CX solutions partner like iQor that understands these complexities and offers personalized solutions to overcome them. 

Comprehensive BPO CX Support Across Subscription Services

iQor’s extensive experience and expertise allow us to support the four macro categories within subscription services, ensuring that each segment can optimize its operations and enhance customer interactions. 

1. Accessibility 
Subscription services, video streaming, and audio services must be easily accessible and user-friendly for all customers to ensure satisfaction and long-term engagement. iQor provides the support needed to maintain a smooth and intuitive user experience. From resolving technical issues to offering personalized assistance, our services are designed to keep customers engaged and satisfied.  

2. Subscription Boxes 
Managing logistics, customer service, and engagement is critical for businesses offering curated subscription boxes, whether that be clothing, food, or pet items. iQor ensures that every aspect of the customer journey — from order processing to issue resolution — is handled with care. Our solutions help these businesses maintain high levels of customer satisfaction by delivering timely, accurate, and personalized support. 

3. E-Commerce 
E-commerce platforms that utilize subscription models require focused strategies for customer acquisition, retention, and satisfaction. iQor provides comprehensive BPO services that optimize every stage of customer lifecycle support. Our solutions help e-commerce businesses attract new customers, retain existing ones, and ensure overall satisfaction, ultimately driving sustained growth and success. 

4. Software 
Software companies operating on a subscription basis face unique challenges in providing tailored customer support and technical assistance. iQor offers specialized support that addresses the specific needs of their customer base. Whether it’s troubleshooting technical issues or guiding users through complex processes, our global team of CX experts ensures that software companies can deliver exceptional customer experiences that build trust and loyalty. 

Our customized BPO CX solutions are designed to address the specific needs of each category, helping businesses deliver seamless, user-friendly experiences that boost customer satisfaction and loyalty while enabling subscription services businesses to thrive in a competitive marketplace. 

End-to-End BPO CX Support for Subscription-Based Businesses

Effectively managing the entire customer lifecycle is essential for driving growth and ensuring customer satisfaction. iQor offers a comprehensive suite of BPO CX solutions tailored specifically to the unique needs of subscription-based businesses, addressing every stage of the customer journey — from acquisition and activation to engagement, renewal, and retention.

Acquisition and Activation Support 
Acquiring new customers is the first critical step in building a successful subscription service. iQor CX solutions support proven strategies such as freemium models and introductory discounts to attract and convert prospects into paying customers. Our expertise ensures that the activation process is seamless and efficient, providing a positive first impression that sets the tone for a long-term relationship.  

Engagement and Renewal Management 
Keeping customers engaged after activation is key to maintaining satisfaction and minimizing churn. iQor’s CX solutions drive customer satisfaction by addressing any concerns promptly to prevent potential issues. As customers approach their renewal period, we manage the process efficiently, leveraging automation where appropriate to minimize disruption and ensure a smooth continuation of service. This approach retains customers and strengthens their loyalty to your brand

Retention and Winback Strategies 
Retaining customers over the long term requires personalized strategies that address their unique needs and challenges. iQor supports targeted retention strategies, including overcoming objections and tailoring offers, to minimize churn. Additionally, for customers who have already lapsed, we collaborate with clients to execute their strategic winback campaigns designed to re-engage customers effectively. We leverage advanced technology to gather insights into previous interactions, which help to inform us of customer preferences to bring them back on board.  

iQor’s BPO CX solutions are designed to support every aspect of the subscription services lifecycle, helping businesses optimize operations, enhance customer satisfaction, and drive sustained growth. By partnering with iQor, subscription-based brands can ensure that their customer interactions are managed with the utmost precision and care, leading to stronger retention rates, increased customer loyalty, and long-term success.

iQor’s AI-Driven BPO CX Solutions for Subscription Services 

To effectively navigate these complex challenges, subscription-based businesses require more than traditional customer support; they need a partner with innovative CX solutions that can adapt to the fast-paced demands of the industry. They need a BPO partner with deep expertise in leveraging AI-driven solutions and advanced technology combined with skilled human analysts to produce data-driven insights and exceptional CX delivery.  

iQor’s VALDI interaction analytics is a powerful tool that lays the groundwork for boosting customer satisfaction by gathering real-time insights into all customer interactions (including voice) for unparalleled capabilities in driving customer satisfaction. Symphony [AI] builds on this by integrating advanced AI-driven components that optimize recruiting, training and performance. Together, these platforms empower iQor to ensure every customer interaction is managed with the precision and care necessary for subscription-based companies to foster long-term success in a competitive market.

The 3 Components of iQor’s Symphony [AI] Ecosystem

1. [AI] Hiring  

Talent acquisition is the foundation of exceptional customer service, particularly in subscription services, where customer interactions are frequent and critical to success. iQor’s [AI] Hiring platform revolutionizes the recruitment process by automating candidate screening and selection, ensuring a more efficient and objective evaluation process.  

Unlike traditional hiring methods, our [AI] Hiring platform leverages advanced AI-driven insights to identify top talent at scale, guaranteeing that only the most qualified individuals are considered. 

What sets our [AI] Hiring platform apart is its ability to uncover unexpected yet valuable skills that might otherwise be overlooked. These skills include: 

  • Sales Skills: Essential for upselling and cross-selling within subscription models, driving additional revenue and customer engagement. 
  • Negotiation Skills: Important for managing churn and retention, enabling agents to effectively address customer concerns and secure continued loyalty. 
  • Language Proficiency: Crucial for supporting diverse customer bases in global markets, ensuring clear and effective communication. 
  • Adaptability to Change: Important in a rapidly evolving industry where new products or services are frequently introduced, requiring agility and responsiveness.
  • Detailed Documentation: Ensuring accuracy and thoroughness in managing customer accounts and service records, which is vital for maintaining trust and transparency. 
  • Troubleshooting Capability: Critical for resolving technical issues that customers may encounter with subscription products, particularly in software and digital services, helping to maintain customer satisfaction. 
  • Digital Literacy: Necessary for navigating and assisting customers across various digital platforms, ensuring a smooth and efficient user experience. 
  • Multitasking Ability: Allows agents to handle multiple customer inquiries efficiently, which is vital during peak times such as seasonal subscription renewals, ensuring no customer is left waiting. 
  • Calm and Empathetic Demeanor: Helps in managing customer concerns and retaining subscribers who might be considering cancellation, turning potential churn into continued loyalty. 
  • Product Familiarity: Ensures agents are already familiar with your product or category, allowing them to connect with customers more authentically and resolve issues more efficiently. 

By identifying these valuable skills and traits, our [AI] Hiring platform provides your subscription-based business with a competitive edge. This platform ensures that every agent hired has the potential to contribute meaningfully to the customer experience, driving long-term success for subscription-based businesses. The result is a highly skilled workforce perfectly suited to meet the specific challenges of subscription services, ensuring sustained growth and customer satisfaction. 

2. [AI] Training Simulator  

In subscription services, where customer interactions can be frequent, the ability of agents to respond effectively to a wide range of scenarios is crucial. iQor’s [AI] Training Simulator offers an innovative solution by providing interactive, role-playing voice simulations specifically tailored to the needs of subscription support. This advanced active learning platform accelerates agent proficiency and significantly enhances customer service outcomes by immersing agents in realistic, high-stakes scenarios. 

Multifaceted and Impactful at Any Scale 

Our[AI] Training Simulator is designed to replicate real-life scenarios that agents are likely to encounter in subscription services. These highly interactive simulations ensure that agents are well-prepared to handle a diverse array of customer interactions, from basic inquiries to complex problem resolution. Whether agents are managing a routine billing question or addressing a technical issue, our [AI] Training Simulator equips them with the skills and confidence needed to succeed. 

Tailored Scenarios for Subscription Support 

One of the key strengths of our [AI] Training Simulator is its ability to customize training simulations to the specific nuances of your business. Whether the focus is on sales, engagement, or retention, this platform designs training scenarios that mirror the exact challenges your agents will face. This level of customization ensures that agents are equipped with the specific skills needed to excel in their roles in your subscription services business. 

Real-Time Feedback and Continuous Improvement 

A standout feature of iQor’s [AI] Training Simulator is its capacity to provide immediate, real-time feedback during training sessions. This real-time coaching allows agents to rapidly improve their performance, ensuring they continually develop their skills and maintain the high standards required for exceptional customer service. The continuous feedback loop fosters a culture of ongoing improvement, where agents are always learning and refining their abilities. 

Optimizing the Subscription Lifecycle 

iQor’s [AI] Training Simulator plays a critical role in enhancing every stage of the subscription lifecycle. It covers key stages such as: 

  • Sales/Acquisition: Training agents to handle inquiries, offer product comparisons, effectively manage promotions, and convert calls into revenue. 
  • Fulfillment/Activation: Preparing agents to assist with account setup, manage service/product information, and resolve customer issues, ensuring a smooth and positive customer onboarding experience. 
  • Engagement/Support: Equipping agents to provide technical support, handle feature requests, and manage ongoing customer relationships to enhance satisfaction. 
  • Renewal: Ensuring agents can effectively manage renewal notifications, handle upgrade or downgrade requests, and clarify contract terms, thus securing continued customer loyalty. 
  • Retention/Winback: Training agents to expertly manage cancellation requests, offer appropriate winback deals, and collect valuable feedback that can be used to improve future interactions. 

Our [AI] Training Simulator ensures that agents are deeply familiar with the critical interactions that define customer satisfaction and retention. This holistic approach to training empowers agents to deliver exceptional service at every touchpoint, ultimately driving higher retention rates and stronger customer loyalty. 

3. [AI] Predictive Analytics 

Every customer interaction can impact long-term loyalty, so having deep, actionable insights is critical for sustained success. iQor’s [AI] Predictive Analytics platform plays an integral role in optimizing every aspect of the subscription lifecycle by leveraging the power of cloud computing, machine learning, and AI to mine and analyze data from every available interaction. This comprehensive approach is combined with a human analyst who is keenly focused on your business to ensure a complete understanding of customer behavior to make informed decisions that drive performance. 

Every Channel, Every Metric, Every Time 

iQor’s [AI] Predictive Analytics provides subscription services companies with the capability to analyze interactions across all communication channels—whether it’s voice, email, chat, messaging, or social media. This all-encompassing analysis is crucial for gaining a full understanding of customer behavior and the challenges they face. Our platform excels in identifying the root causes of issues, uncovering trends in customer complaints, and offering sentiment analysis and connection issue scoring. By providing this level of detailed insight, the platform helps to clarify key business metrics such as conversion rates, order value, save rates, average revenue per user (ARPU), and delinquent resolution. 

Turning Insight Into Intelligence 

One of the standout features of iQor’s [AI] Predictive Analytics platform is its ability to turn raw interaction data into actionable intelligence. By analyzing Speech2Text data, desktop activity, and other interaction metrics, this platform, along with a human analyst, identifies and addresses critical areas such as technical issues, billing inquiries, content preferences, user experience feedback, and service outage reports. Understanding these trends allows subscription businesses to continuously refine their service offerings, leading to higher customer satisfaction, improved retention rates, and ultimately, greater business success.

Custom Metrics for Tailored Insights 

Every subscription service has its own unique set of challenges and customer expectations. Our [AI] Predictive Analytics platform offers the flexibility to create custom metrics that are specifically tailored to the needs of each client. Whether a business requires detailed insights into customer satisfaction, technical support efficiency, or account management issues, Our platform ensures that every aspect of the customer journey is optimized for maximum performance. This customization empowers businesses to focus on the metrics that matter most, driving targeted improvements that enhance overall operational efficiency and customer loyalty. 

With iQor’s [AI] Predictive Analytics and human analysts, subscription-based businesses can transform vast amounts of data into strategic insights that inform decision-making and drive continuous improvement. This data-driven approach is key to maintaining a competitive edge in the rapidly evolving subscription services market, ensuring that every customer interaction contributes to long-term success. 

Case Study Snapshot: Transforming Talent Acquisition and Performance With AI 

A leading home warranty subscription services client partnered with iQor to enhance their talent acquisition process and improve the performance of newly hired agents through the integration of iQor’s advanced AI technologies. Their goal was to increase efficiency, boost key performance metrics, and better equip new hires to meet the customer needs. 

AI-Driven Talent Acquisition 

iQor implemented its AI-driven recruiting platform to streamline the talent acquisition process. During the recruitment period, over 4,500 leads were generated, with 72% completing the prescreening process. The AI tool, specifically the Talkscore system, further narrowed down the candidates, resulting in over 1,700 passing the AI-based evaluation and 600+ successfully moving through the hiring manager’s review. 

The integration of AI led to significant improvements in key metrics: 

  • 10.28% increase in net promoter score (NPS). 
  • 6.45% increase in Five-Star ratings. 
  • 5.62% increase in clarity scores. 
  • 384.62% increase in save rate. 
  • 3.88% improvement in show rate for new hires. 
  • 3.82% increase in quality assurance (QA) scores. 

Feedback from operations teams was overwhelmingly positive. Agents hired through the AI-driven process demonstrated stronger performance compared to previous cohorts. Early data indicated improvements across all aspects, including training throughput, which increased from 83% to 91%. 

iQor’s use of AI in talent acquisition and training has proven to be a game-changer, driving significant improvements in hiring efficiency, employee performance, and overall business metrics. This case study highlights the transformative power of AI in optimizing traditional processes, delivering measurable benefits in both cost savings and operational effectiveness for subscription services companies.

Experience the iQor Difference

To thrive in today’s subscription services landscape, you need more than a traditional BPO provider. You need a trusted CX solutions partner who understands the unique challenges you face and who can expertly use their advanced technology to enhance your business and deliver solutions that drive real results.  

iQor is a globally trusted managed service provider of digitally enabled business and CX solutions, recommended by leading subscription service brands as a strategic advisor that seamlessly integrates with the needs of your organization.  

We go beyond traditional outsourcing to offer a comprehensive suite of services designed to optimize your entire customer lifecycle. Here’s how we can help you elevate your subscription services:

  • Deep Industry Expertise: Our team brings extensive experience in the subscription services industry, understanding the intricacies of recurring revenue models, customer retention strategies, and the importance of delivering seamless, personalized experiences. 
  • Data-Driven Insights: We leverage cutting-edge data science and AI to unlock actionable insights from your customer data. This empowers our human analysts to develop strategies to optimize customer engagement, reduce churn, and enhance the overall customer experience, leading to increased loyalty and profitability. 
  • Scalable and Secure Global Capabilities: With a presence across 10 countries and a secure, high-performance CX cloud, we offer scalability, security, and seamless global support, ensuring your subscription services are always accessible and reliable. 
  • Next-Generation Solutions: We are pioneers in adopting innovative technologies like iQor’s VALDI advanced analytics and Symphony [AI] ecosystem, continuously investing in the future of subscription service customer support. 
  • Trusted Partner Approach: We foster a consultative partnership, deploying dedicated account teams with deep industry expertise to guide you every step of the way. You’ll gain a reliable advisor who understands your business and is committed to your success.  
  • Vendor Network Efficiency: iQor has a track record of driving efficiency and satisfaction through insights that unify and elevate performance across your entire vendor network.  

iQor offers the perfect blend of innovative digital support solutions and expert leadership dedicated to creating exceptional customer experiences that deliver sustained profitable growth. Ready to transform your subscription services? Contact us today, and let’s discuss how we can turn more subscribers into loyal advocates.  

Michael Moore is a veteran in the subscription services space and a dedicated CX leader who champions the power of innovation and technology to elevate customer experiences. Connect with Michael on LinkedIn. 

Part 2: Forge Powerful Customer Trust Through Transparent and Secure CX Policies

This blog post is the second in 2-part CX series: Streamline Travel and Hospitality Customer Journeys With First-Class Back Office Outsourcing.

In this chapter, we’ll delve deeper into why outsourcing is a strategic decision for travel companies. You’ll discover how transparent and highly secure back office services and policies can help you forge stronger customer relationships. 

Don’t miss Part 1! Discover why industry leaders like McKinsey and Forrester recommend BPO partnerships to maximize your digital CX.  Learn how decades of back office experience and an innovation-driven culture can be leveraged to unlock the power of analytics, AI, and automation in your travel business. Click here to learn more. 

In our previous blog post, we explored the insights of leading analysts on the critical role back office outsourcing plays in the success of travel and hospitality brands such as air carriers, hotels, resorts, and online travel agencies (OTAs). We discussed the importance of customer segmentation and hyper-personalization, alongside the power of analytics and AI in optimizing multi-channel self-service experiences. 

Now, let’s shift gears and delve into a critical yet often overlooked aspect of back office CX in today’s digital age: CX data security. This second part of our series explores how partnering with a trusted back office BPO partner can empower your travel and hospitality business to build customer trust through comprehensive cybersecurity policies and clearly defined legal policies. This trust also inspires positive social media engagement with travel customers on their favorite channels, all implemented by back office specialists.   

In a sector characterized by irregular operations (IROPs), an unshakeable foundation for data privacy is mission critical. By the end of this blog post, we’ll demonstrate how a BPO partner’s expertise goes beyond back office tasks by fostering a secure and trusted digital support environment for your customers throughout their travel journey.


Key Insights

  • Cybersecurity is a CX differentiator. We highlight how robust cybersecurity practices can become a competitive advantage in the travel industry, building trust and loyalty with customers increasingly concerned about data privacy.  
  • A trusted BPO with the right cybersecurity expertise partners with travel brands to enforce specialized security protocols like multi-factor authentication and a zero trust approach to cybersecurity. The BPO’s compliance expertise can elevate your brand’s cybersecurity posture while supporting core business functionality.  
  • Seamless integration of security into the customer journey is mission critical. With a BPO partner, your travel brand’s cybersecurity measures are implemented transparently, increasing the overall security, safety, and satisfaction of the customer’s journey. 

Why a Highly Secure Back Office Matters to Travel Customers and Differentiates CX

In today’s digital, fast-moving world, travel and hospitality brands handle a wealth of sensitive customer information, from passport details to credit card numbers. Customers entrust the travel and hospitality brands they support with this data to plan their dream vacations or essential business trips. Unsurprisingly, they expect this information to be safeguarded with the utmost care. 

Here’s where a highly secure back office comes into play. By prioritizing robust cybersecurity measures and investing in legal protections, travel and hospitality business leaders forge deeper trust with their customers. This is why leading industry analysts like Gartner advise proactively investing in outcome-driven cybersecurity that keeps pace with threats: 

Cybersecurity outcome-driven metrics (ODMs) are operational metrics with special properties that enable cybersecurity’s stakeholders to draw a straight line between cybersecurity investment and the delivered protection levels that investment generates. 

—Gartner®, “Top 9 Trends in Cybersecurity for 2024” 

iQor’s CX optimization capabilities include a hyper-secure private CX cloud that ensures compliance and mitigates threats, protecting your brand’s privileged information and providing data security and peace of mind to your travel customers.  

Imagine this: a customer finalizes their booking, excited about their upcoming adventure.  Knowing their data is protected by a strong cybersecurity program leveraged by a trusted BPO adds an extra layer of confidence to their travel experience. Conversely, a data breach can leave customers feeling vulnerable and erode trust. 

By demonstrating a commitment to cybersecurity, your travel or hospitality brand is sending a clear message: your customers’ privacy matters. This commitment fosters a sense of security and allows customers to focus on planning and enjoying their travel experience.

Partner With BPOs That Harness World-Class Zero Trust Architecture and Proactive Risk Mitigation

In today’s data-driven world, travel and hospitality brands understand the importance of customer trust. This includes ensuring the security of sensitive information, especially when working with offshore partners.

Here’s how iQor builds trust and ensures traveler data is secure: 

  1. Unwavering Commitment to Data Security. We recognize cybersecurity as a top concern. That’s why we implement robust data privacy and security measures, including multi-factor authentication, detailed account logging reports, and a zero trust approach. Our secure, multi-layered approach safeguards your customers’ information, wherever our service centers may be located.
  2. Meaningful Investments Into Employee Experience. Happy employees are more vigilant with sensitive customer financial data. We foster a culture of employee satisfaction through open communication, clear security policies, and ongoing training. This translates into a more secure environment for your data and a more positive experience for your customers.
  3. Effective Multi-Factor Authentication for Agents. Proactive planning is essential to align secure data privacy standards with irregular operations. Our back office expertise deploys multi-factor authentication that protects customer profile information and associated financial data in a dynamic marketplace.
  4. Transparent Policies That Build Customer Trust. Travelers deserve peace of mind.  Our commitment to transparency extends to informing customers about how their data is used and protected. Open communication—a core iQorian value—about our security protocols builds trust and fosters long-lasting client relationships. 

Back Office Insights: Chargeback Support Ensures Seamless, Secure Travel Customer Experiences

Security goes beyond IT support. It also involves meaningful and transparent investments in legal policies that ensure both merchants and end customers are treated fairly.

Think about the last time a processing error led a company to issue a payment refund on your behalf. For example, when booking airline, hotels, and other accommodations through an online travel agency or aggregator (OTA), effective and efficient chargeback support can elevate customer satisfaction by ensuring refunds are posted in a timely manner. This is where a travel brand’s behind-the-scenes BPO partner can play a vital role. 

A BPO partnership for back office chargeback support might include: 

  • Account Maintenance & Data Accuracy. CX specialists meticulously maintain account information and ensure optical imaging is clear for all transactions. This minimizes errors and disputes before they even arise. 
  • Dispute Resolution Expertise. A trusted BPO well-versed in chargeback data science and legal intricacies can efficiently resolve disputes, ensuring both the traveler and the merchant receive fair treatment. 
  • Comprehensive Legal Support. A dedicated legal support team oversees every step of the process to guarantee that all chargebacks are handled according to regulations. This minimizes legal complications and gives travelers peace of mind. 

A trusted outsourcing partner can also provide thorough social media monitoring and escalation management. Travelers often voice concerns on social media. BPO teams proactively monitor these platforms and identify potential escalations, including those considering legal action.  

By intervening swiftly and professionally, they can prevent negative social media buzz and legal risk and protect the brand’s reputation. BPO expertise can empower travel and hospitality brands to deliver seamless CX, even when IROPS arise, ensuring customers return from their dream vacations with positive memories of their travel and accommodations experience. 

Seamlessly Integrating Security Into the Fabric of the Customer Journey

Maintaining robust cybersecurity can sometimes feel like a balancing act. Travel brands need strong policies in place to ensure your customer experience remains smooth and efficient through optimized disruption management. This is where a BPO partner with expertise in back office cybersecurity CX can be invaluable. 

Here’s how BPOs seamlessly integrate security into the customer journey: 

  • Clear, Open Communication. BPOs can help develop accessible communication channels for customers to review security policies. This transparency builds trust and allows travelers to understand how their information is protected. 
  • Frictionless Security Measures. With a trusted BPO partner, security protocols can be implemented behind the scenes without creating unnecessary steps or delays for customers. Streamlined processes also ensure security is seamlessly integrated, resulting in a user-friendly experience. 
  • Proactive Security Education. BPOs can work with travel brands to develop educational content such as knowledge bases and FAQs for customers. This empowers travelers to recognize and avoid potential phishing attempts or scams, further strengthening the overall security posture. 

Strategic outsourcing can empower your travel or hospitality business to deliver robust security programs that function as a silent guardian within the customer journey. Customers receive the protection they deserve, while their travel planning and booking experience remains positive and efficient. This fosters a sense of security and satisfaction, creating a win-win situation for both your brand and your customers. 

Uncover the role of employee training and empowerment in back office security.

Travel and hospitality organizations are aware that customer experience hinges on a team of competent, driven back office employees. The extent to which staff are trained and equipped plays an instrumental role in shaping these experiences.  

By incorporating generative AI technologies, a BPO can offer significant contact center training and career development opportunities that exceed performance expectations. iQor strives to surpass client performance targets through Symphony [AI]TM, our holistic AI strategy that optimizes the entire employee lifecycle.

iQor’s culture of innovation drives our CX experts to always seek new tools, techniques, and applications for AI optimization across CX operations. Whether the service we provide is customer-facing care or back office support, Symphony [AI] has the potential to transform agent performance and client outcomes through:  

  • Preparation of agents to offer superior customer experiences. 
  • Transformation of approaches used by employees to meet customer needs. 
  • Education that enables agents to swiftly locate necessary information. 
  • Alleviation of stress and reduction in time spent handling each customer query. 

Drive continuous improvements to travel customer CX with dedicated monitoring, reporting, and a culture of open communication.

Reports on customer experience within the travel industry provide insights into key areas such as dominant countries from which travelers originate, comparisons between repeat visitors and first-time guests, and records of customer service engagements. 

iQor’s back office services surpass traditional outsourcing expectations by proactively gathering, analyzing, and reporting insights to our clients about program performance using powerful analytics tools like our proprietary VALDI interaction analytics platform. Staying informed empowers our travel and hospitality clients. We ensure they receive accurate, timely updates and maintain open communication channels for a stress-free experience.  

The information your strategic outsourcing partner reports can encompass a range of metrics customized to the needs of each business, including: 

  • Economic measures such as adherence to policy and cost reduction. 
  • Service quality indicators like client satisfaction and supplier service standards. 
  • Business-related metrics that scrutinize return on investment and output efficiency. 
  • Ecological sustainability markers that monitor business travel’s carbon emissions with an emphasis on greener practices. 

The Bottom Line: The Future of Travel is Hyper-Connected, Hyper-Personalized, and Hyper-Secure

Let’s recap our experience exploring streamlined customer journeys through first-class back office outsourcing throughout this 2-part series. 

In Part 1, we explored strategies for keeping pace with the rapid evolutions of the travel and hospitality landscape. Today’s travelers crave a hyper-connected journey, tailored to their unique needs, and delivered seamlessly across all touchpoints. 

Customer engagement statistics from McKinsey, Forrest, Gartner, and beyond prove that the key to unlocking this future lies in embracing data. By leveraging powerful analytics and hyper-personalization strategies, travel brands can create unforgettable experiences that resonate deeply with their customers and build trust through transparency and integrity.  

A forward-thinking business solutions provider who shares these values and possesses the experience and resources to harness industry-leading strategies is the key to elevating customer service and experience to new heights.  

By following the reports of top travel and hospitality industry analysts and choosing a third-party CX expert to refine your CX approach, you can help define the industry’s future by creating irresistible experiences at every touchpoint for your valued customers. After all, in this sector, the journey is as important as the destination.

FAQ: Empowering Your Travel or Hospitality Brand with Back Office BPO Solutions

1. How can BPO back office support specifically benefit the travel industry?

Answer: BPOs offer a range of back office solutions that can maximize your travel brand’s operations: 

  • Streamlined Customer Service. BPOs can handle tasks like booking management, itinerary changes, and voucher processing, freeing up your in-house team to focus on complex inquiries and building customer relationships. 
  • Optimized Dispute Resolution. BPOs with expertise in chargeback management and dispute resolution can efficiently handle these issues, reducing costs and improving customer satisfaction. 
  • 24/7 Availability With Global Support. BPOs with geographically diverse teams can provide multilingual customer support around the clock, ensuring seamless assistance for travelers in any time zone. 
  • Data Analytics & Reporting. BPOs can analyze back office data to identify trends and inefficiencies. These insights can be used to optimize processes, reduce costs, and improve the overall customer experience. 
  • Robust Data Privacy and Security. BPOs prioritize data security with robust protocols and employee training. This ensures your sensitive customer information is safeguarded. 

2. How do BPOs ensure the security of customer data in the back office environment?

Answer: Reputable BPOs prioritize data security with robust back office measures like: 

  • Restricted access controls to sensitive data, such as multi-factor authentication. 
  • Regular data encryption that follows world-class encryption standards. 
  • Secure data storage facilities with advanced security protocols. 
  • Comprehensive employee training on data security best practices. 
  • Regular security audits to identify and address potential vulnerabilities. 

Experience the iQor Difference

To navigate today’s travel and hospitality landscape, you need more than just a BPO provider. You need a trusted BPO who understands the unique challenges you face and can deliver solutions that drive real results. 

iQor is a globally trusted managed service provider of digitally enabled business and CX solutions recommended by the world’s leading travel and hospitality brands as a trusted advisor that seamlessly integrates with the needs of their organization.

We go beyond traditional outsourcing to offer a comprehensive suite of services designed to optimize your entire customer journey.  Here’s how we can help you soar:

  • Deep Industry Expertise. Our team boasts extensive experience in travel and hospitality, including navigating our customers’ proprietary CRM platforms and leveraging OCR. 
  • Data-Driven Insights. We implement cutting-edge data science and AI to unlock actionable insights from your customer data. This empowers us to optimize channel utilization, identify risk areas, and personalize the customer experience for increased satisfaction. 
  • Global Capabilities & Security. With a presence across 10 countries and a private, high-performance CX cloud, we offer scalability, security, and seamless global support. 
  • Next-Generation Solutions. We are early adopters of innovative technologies like VALDI’s advanced analytics and iQor’s Symphony [AI] ecosystem, continuously investing in creating the future of travel industry customer service. 
  • Trusted Partner Approach. We foster a consultative partnership, deploying dedicated account teams with industry expertise to guide you every step of the way. You’ll gain a reliable advisor who understands your business and is invested in your success. 

iQor offers the perfect blend of innovative digital support solutions and expert leadership dedicated to creating exceptional customer experiences. Ready to transform your travel and hospitality brand? Contact us today and let’s discuss how we can turn more travelers into enthusiastic brand advocates. 

Susan Halvorsen, vice president of business development at iQor, is a dedicated CX leader who champions the power of innovation to elevate customer experiences in travel and hospitality. Connect with Susan on LinkedIn. 

Part 1: Master Travel Customer Satisfaction With BPO Back Office Digital Support

This blog post is the first in iQor’s 2-part travel and hospitality CX series.

In this chapter, you’ll discover key analyst insights from McKinsey and Forrester that explain how a trusted BPO partner maximizes travel customer satisfaction through outsourced back office support. Join us now to see why a data-driven approach powered by analytics, AI, and automation equips iQor’s CX specialists to support the world’s best loved travel and hospitality brands.  

Want to learn how outsourcing safeguards travel brands and customers, secures lasting trust, and inspires positive social media engagement? Check out “Part 2: Forge Powerful Customer Trust Through Transparent and Secure CX Policies” by clicking here.

Proactive Digital + Human CX Strategies Differentiate Success With Today’s Travelers

What makes a traveler choose your brand again? In the travel and hospitality arena, where comfort and accommodation quality are key, customer experience (CX) is the cornerstone that can make or break customer satisfaction and promote repeat business.  

This article zeroes in on the characteristics of exceptional customer experience in the travel sector from the perspective of top business analysts. We explore strategies for online travel agency (OTA), airlines, hotels, cruise lines, and other industry stakeholders to implement best CX practices with support from a customer-centric outsourcing partner like iQor.  

According to the World Travel and Tourism Council, travel and tourism are nearing full recovery from pre-pandemic levels. They predict that recovery and growth are likely to continue, with travel and tourism GDP outpacing the overall economy at an average of 5.8% per year between 2022 and 2032. 

This promising outlook explains why tourism businesses are more energized than ever about developing an effective CX approach. Nevertheless, the sector still faces significant challenges from widespread labor shortages, particularly from customer-facing roles. A sustainable future for tourism hinges on proactive strategies to align customer experience (CX) and satisfaction growth with the same upward trajectory as the industry’s overall current forecast.  

While customer-facing interactions may seem like the logical first step, we’re here to prove why back office teams, technology, and processes are equally integral to delivering unforgettable, smile-worthy travel customer experiences.


Key Insights

  • Analyst insights indicate that effective back office operations achieved in partnership with a trusted BPO play a critical role in optimizing customer satisfaction through streamlined processes and smoother customer journeys. 
  • Hyper-personalization is critical. Historical data analysis, loyalty and reward programs, tailored recommendations, and outreach and promotions are determining factors for optimal offer development through precise customer segmentation. 
  • Continuous investment in analytics, AI, automation, employee training, and secure regulatory practices is vital for optimizing customer experience in the travel and hospitality sector. 

Why the Back Office Is the First Step Toward Creating Delighted Travel Customers

Let’s explore some examples from different segments of the travel and hospitality sector. One principal analyst from Forrester notes that turbulence in the airline industry is largely connected to end-user customer experience (CX) management.  

A strong digital CX strategy is key to unlocking lasting customer engagement for travel and transportation organizations. By bridging gaps between travelers, employee teams, and brands through CX expertise, airlines and travel companies can enjoy the advantages of streamlined operations and engaged customers. 

Another Forrester Research survey reveals that 90% of customers will advocate for hotel brands when their experience makes them feel valued. Hospitality brands—from established full-service hotels and resorts to the booming short- and long-term stay marketplace—encourage positive word of mouth and brand advocacy when they provide enjoyable, relaxing stays for their guests.   

The good news? The major analyst groups are only confirming what customers are already telling business leaders loud and clear about how to deliver seamless CX: 

One solution could be to build a workforce with the mix of digital and interpersonal skills needed to keep up with travelers’ fast-changing requirements … In McKinsey’s experience, the total service cost of this type of work can make up 10 percent of total operating costs. Most often, these roles are not guest facing. A professional and digital-based solution might become an integrated part of a third-party service for [travel and hospitality businesses] looking to outsource this type of work. 

—McKinsey, “The Future of Tourism: Bridging the Labor Gap, Enhancing Customer Experience” 

Case Study Snapshot: iQor Expertly Implements Back Office RPA to Streamline US-Based Air Carrier’s Travel CX

For one major U.S.-based air carrier’s customers, the process for redeeming a voucher toward their next adventure was met with long wait times. The air carrier commissioned iQor to implement a robotic process automation (RPA) solution that simplifies the voucher redemption process.  

iQor’s solution surpassed the air carrier’s expectations by streamlining internal back office processes and significantly improving by saving over 2.5 months’ worth of wait times in one year for customers on hold.

Our airline RPA case study demonstrates how iQor:

  • Automates Repetitive Tasks. The RPA takes care of those back office tasks that, while essential, can bog down the multi-step validation process involving CRM systems, booking platforms, and payment verification. RPA automates these steps, freeing up human agents to focus on complex issues and provide immediate responses. 
  • Reduces Customer Wait Times. By eliminating manual data entry and streamlining processes, wait times dropped by a staggering 29%! This translates to less frustration for travelers and a smoother overall customer journey. 
  • Enables Swift Voucher Access. The RPA ensures relevant customer data and voucher details are captured and stored in a secure digital repository. This allows for immediate access and redemption, empowering customers to book your dream trip with ease. 

iQor is transforming the customer experience in the travel industry with our digital support solutions for air carriers. By eliminating disruptions and ensuring rapid responses, RPA empowers travel brands to deliver a seamless journey, from voucher redemption to unforgettable post-trip memories.

Self-service automation and AI support empowers customers with optimized back office CX.

Every moment of travel is integral to the overall journey experience, and travelers place a high value on efficiency. Self-service travel customer support and back office support work together to create a smoother and more satisfying customer experience. Self-service options, like FAQs, knowledge bases, robotic process automation (RPA) and AI chatbots, empower travelers to find answers and resolve simple issues independently.  

This seamless collaboration between self-service and back office support empowers travelers with control and fosters a sense of efficiency, ultimately leading to a more positive customer experience. 

Enable strategic AI chat capabilities and mitigate irregular operations with back office BPO expertise.

As AI continues to evolve, it rewrites the rule book driving 24/7 real-time customer service for travelers. AI-powered chatbots are designed to optimize disruption management, save time, and increase productivity in customer service in a sector that constantly experiences irregular operations (IROPs). 

AI chatbots can act as a bridge between travelers and the back office support team in the travel industry. While AI chatbots can handle basic inquiries and resolve simple issues directly, their true value for back office support lies elsewhere, including:

  • Initial Screening and Triage. AI chatbots can efficiently screen incoming inquiries, identify when live agent resolution is required, categorize issues resulting from IROPs, and even gather initial information from travelers.  
  • 24/7 Availability. Chatbots provide travelers with self-service options and basic support around the clock, even outside of regular business hours. This provides customer resolutions without waiting for live agent availability. 
  • Data Collection and Insights. AI chatbots can collect valuable data from traveler interactions. This data can be analyzed by back office teams to identify recurring issues, improve self-service options, and personalize future interactions. 

By partnering with a managed services provider, travel or hospitality businesses gain access to expert insights on implementing AI for back office functions. These experts can help design and scale AI policies, procedures, and tools to optimize the travel customer experience.

Transform Social Chatter Into Travel Customer Triumphs, Beginning With App and Social Media Engagement

Today’s travel landscape is a dynamic ecosystem fueled by social media, savvy customers, and the power of voice search. While this might seem overwhelming, social media monitoring reveals a treasure trove of opportunity. Here’s why:

  • Social Media Visibility. Social media enables brands to tap into the power of peer-to-peer interaction, where happy customers become your biggest advocates. By actively engaging on these platforms, you build trust and credibility, attracting new travelers eager to experience what you offer. 
  • The Voice of the Traveler. Voice search is booming, and travel is a prime target. Travelers on the go can instantly research and book experiences using simple voice commands. This means your online presence needs to be optimized for voice search, ensuring your brand pops up when those travel questions arise. 
  • Real-time Feedback Loop. Social media is a two-way street. Travelers are constantly sharing their experiences, both positive and negative. By actively monitoring these conversations, you gain valuable insights into what’s working and what needs improvement. This feedback loop allows you to continuously refine your offerings and ensure exceptional customer experiences. 

In today’s fast-paced world, customers anticipate immediate responses. Platforms such as WhatsApp and Facebook Messenger cater to this demand by providing swift support, thus elevating the overall experience of customer service. 

Leveraging these messaging platforms fulfills the desire for rapid replies that customers have come to expect. SMS and apps for messaging provide a communication avenue where interactions with customers receive higher visibility and prompt action. Companies harness these widely used platforms’ convenience and user-friendly nature when they integrate them into their customer support strategy. 

From streamlining customer experience to leveraging technology for better interactions, you’ll find focused insights on boosting satisfaction and loyalty—essential for those ready to take their travel or hospitality CX to new heights with a trusted outsourcing advisor like iQor.  

Hyper-Personalization That Secures Customer Engagement, Closes Sales, and Fosters Repeat Travel Business

Remember the days of generic travel brochures promising a one-size-fits-all experience? Those are long gone. Today’s travelers crave experiences that cater to their unique desires. This is where customer segmentation and hyper-personalization enters the scene, and it’s a game-changer for travel brands. 

Imagine that you’ve booked a flight for a weekend getaway. Instantly, you start receiving personalized recommendations based on your past travel preferences. Perhaps you loved exploring hidden gems in Rome, so your inbox pops up with a curated list of off-the-beaten-path adventures in your new destination. Feeling peckish after landing? Location services suggest delicious local restaurants near your airport arrival point. 

How does hyper-personalization work in the travel industry? It’s an integrated ecosystem of components involving: 

This level of hyper-personalization is powered by historical data and targeted customer segments. By analyzing past booking trends, travel companies can predict what kind of experiences you’ll crave and tailor offer development accordingly. This elevates the travel journey and unlocks powerful upselling and loyalty-building opportunities.

Today’s travelers expect inspiration, influence, and incentives that transcend brand loyalty.

In a post-pandemic world, leisure travelers have a newfound appreciation for exploration. Despite this, brand loyalty might not be their top priority. Statistics prove that many travelers focus on leveraging points systems and reward programs to maximize value.  

With 83% booking on their phones and nearly half using voice search on-the-go, immediacy and value reign supreme. Furthermore, with 6.5 million travel influencer posts manifesting in the search algorithms of Instagram, TikTok, and YouTube, social media retains its powerful influence on the consciousness of social media-embedded, travel experience-seeking customers.

Here’s the value of hyper-personalization and customer segmentation for the travel sector: by understanding who your customers truly are—their past preferences, travel styles, and in-the-moment needs—you can create targeted experiences that resonate deeply. This goes beyond traditional loyalty programs by building genuine connections and exceeding expectations at every touchpoint. 

The travel industry is all about creating unforgettable experiences. By harnessing hyper-personalization, proactive outreach, and real-time communication channels, you can transform your brand into the go-to choice for today’s discerning traveler.

The Smart Analytics Approach to Mastering Chat And Web Support to Maximize Customer Engagement 

When travel and hospitality brands proactively reach out to travelers who might be considering booking elsewhere, they can optimize customer satisfaction (CSAT) and net promoter score (NPS) targets. For instance, receiving an exclusive offer or a personalized message from a friendly social media ambassador might make all the difference for your choice to do business with that company and spread your word-of-mouth recommendation among your peers. 

Understanding customer preferences in real-time is crucial. Analytics tools–and the expertise to wield them–are integral for reaching customers when the customer base numbers in the millions. This data becomes the foundation for predictive net promoter score (predictive NPS) strategies powered by AI. Imagine being able to identify potential brand promoters before they even book! By proactively addressing their needs and exceeding expectations, you can cultivate loyalty and continuously improve your brand’s CX delivery model.

Unlock your travel or hospitality brand’s analytics advantage with iQor’s VALDI.

iQor ensures our travel and hospitality brands effectively bridge the gap between irresistible customer experiences and third-party back office support with our proprietary VALDI interaction analytics platform. This innovative tool goes beyond basic data collection, proactively analyzing customer interactions across all channels. We identify trends, uncover pain points, and understand customer sentiment, allowing us to tailor CX strategies for each brand.

What makes VALDI stand out?

  1. Define Customer Segments. We can analyze interactions on any platform, providing the historical data that creates a more complete picture of travel and hospitality CX.
  2. Harness Actionable Insights. Our platform does more than report issues; it identifies the root cause, enabling targeted interventions and continuous improvement. 
  3. Transcend Script Compliance. By sensing customer sentiment and distress, we take a proactive approach to addressing concerns and fostering empathy. 

Analytics acts as the bridge between understanding customer sentiment and taking actionable steps. It fuels hyper-personalized recommendations, streamlines immediate support via live chat, and ultimately, allows you to refine your offerings to create a customer journey that surpasses expectations, every single time.

Leverage back office CX technology and expertise to achieve hyper-personalized travel customer interactions.

In a marketplace defined by irregular operations (IROPs), forming partnerships with a BPO can serve as a linchpin for disruption management. iQor is a BPO that has garnered substantial expertise by working closely with preeminent OTAs, hotels, airlines, and cruise lines for 25+ years. Our robust back office processes enable unparalleled operational excellence, allowing travel and hospitality businesses to confidently navigate CX challenges and opportunities. 

In the current digital communication era, customers interact with travel and hospitality brands across many platforms. They might browse for flights on their desktops, reserve accommodations through mobile applications, and proceed to check in using airport kiosks.

Travel companies are tasked with providing an uninterrupted experience that spans all these channels. This investment in the customer journey also provides the following:

  • Well-documented histories of conversations. 
  • Detailed profiles revealing customer data and trends. 

CX technology that enables digital support channels is transforming back office operations and customer interactions. By leveraging automation tools, AI chatbots, and data analytics, back office teams can consolidate processes to ensure operational excellence. 

This translates to faster issue resolution, more efficient handling of complex cases, and the ability to personalize the customer experience. Self-service options powered by CX technology allow travelers to manage their bookings and find solutions independently, reducing wait times and frustration. Ultimately, CX technology in the back office creates a smoother journey for travelers, fostering higher satisfaction and engagement.

Reimagine Travel and Hospitality CX With a Trusted BPO

The travel and hospitality landscape is undergoing a dynamic shift. Leading analysts highlight the crucial role of back office outsourcing in streamlining operations and driving optimization. By partnering with a BPO provider, you can unlock a world of benefits, from expert customer segmentation and hyper-personalization to powerful analytics and AI that fuel exceptional self-service experiences. 

Unveil the Cybersecurity Advantage for Irresistible CX: Part 2 Awaits

This blog post offers a glimpse into the transformative power of BPO for travel and hospitality brands. The journey keeps getting better. In Part 2 of our 2-part blog series, we delve deeper into the critical role of a highly secure back office provided by a trusted BPO partner. You’ll discover how robust security becomes a mission-critical differentiator in today’s security-conscious travel landscape, fostering trust and loyalty with your guests. 

FAQ: Empowering Your Travel or Hospitality Brand With Back Office BPO Solutions

1. How can BPO back office support specifically benefit the travel industry?

Answer: BPOs offer a range of back office solutions that can maximize your travel brand’s operations: 

  • Streamlined Customer Service. BPOs can handle tasks like booking management, itinerary changes, and voucher processing, freeing up your in-house team to focus on complex inquiries and building customer relationships. 
  • Optimized Dispute Resolution. BPOs with expertise in chargeback management and dispute resolution can efficiently handle these issues, reducing costs and improving customer satisfaction. 
  • 24/7 Availability With Global Support. BPOs with geographically diverse teams can provide multilingual customer support around the clock, ensuring seamless assistance for travelers in any time zone. 
  • Data Analytics & Reporting. BPOs can analyze back office data to identify trends and inefficiencies. These insights can be used to optimize processes, reduce costs, and improve the overall customer experience. 
  • Robust Data Privacy and Security. BPOs prioritize data security with robust protocols and employee training. This ensures your sensitive customer information is safeguarded. 

2. How can BPOs leverage data analytics and AI to improve back office operations for travel brands?

Answer: BPOs can analyze back office data from various sources, including call recordings, emails, and customer interactions. This data can be used to: 

  • Identify peak call times and staffing needs. 
  • Pinpoint areas for process improvement. 
  • Uncover trends in customer inquiries and complaints. 
  • Develop targeted training programs for back office staff. 
  • Measure the effectiveness of back office processes.

By leveraging data analytics, BPOs can help travel brands optimize their back office operations, leading to increased efficiency and improved customer satisfaction.

Experience the iQor Difference

To navigate today’s travel and hospitality landscape, you need more than just a BPO provider. You need a trusted BPO who understands the unique challenges you face and can deliver solutions that drive real results. 

iQor is a globally trusted managed service provider of digitally enabled business and CX solutions recommended by the world’s leading travel and hospitality brands as a trusted advisor that seamlessly integrates with the needs of their organization. 

We go beyond traditional outsourcing to offer a comprehensive suite of services designed to optimize your entire customer journey.  Here’s how we can help you soar: 

  • Deep Industry Expertise. Our team boasts extensive experience in travel and hospitality, including navigating our customers’ proprietary CRM platforms and leveraging OCR. 
  • Data-Driven Insights. We implement cutting-edge data science and AI to unlock actionable insights from your customer data. This empowers us to optimize channel utilization, identify risk areas, and personalize the customer experience for increased satisfaction. 
  • Global Capabilities & Security. With a presence across 10 countries and a private, high-performance CX cloud, we offer scalability, security, and seamless global support. 
  • Next-Generation Solutions. We are early adopters of innovative technologies like VALDI’s advanced analytics and iQor’s Symphony [AI]TM ecosystem, continuously investing in creating the future of travel industry customer service. 
  • Trusted Partner Approach. We foster a consultative partnership, deploying dedicated account teams with industry expertise to guide you every step of the way. You’ll gain a reliable advisor who understands your business and is invested in your success. 

iQor offers the perfect blend of innovative digital support solutions and expert leadership dedicated to creating exceptional customer experiences. Ready to transform your travel and hospitality brand? Contact us today, and let’s discuss how we can turn more travelers into enthusiastic brand advocates.

Susan Halvorsen, vice president of business development at iQor, is a dedicated CX leader who champions the power of innovation to elevate customer experiences in travel and hospitality. Connect with Susan on LinkedIn.

Unlocking the Power of Data-Driven Insights in Subscription Management Through Digital CXM

We are pleased to share these insights from Everest Group guest bloggers David Rickard, partner, and Divya Baweja, practice director. 

The Transformative Impact of Technology on Subscription Management and Digital CXM

Cutting-edge digital technology is revolutionizing subscription management by providing organizations with real-time data-driven insights to enhance personalization, increase sales opportunities, optimize revenue, expand offerings, and retain customers. Explore the transformative impact of the latest advancements on customer experience management (CXM) for subscription services and gain valuable insights into the future outlook in this blog.

Subscription-based services have experienced exponential growth in recent years across various industry sectors, including streaming, gaming, media and entertainment, as well as retail and Consumer Packaged Goods (CPG). The rise of subscription box services has further fueled this trend by offering customers a convenient and personalized way to access products/services on a recurring basis. 

Organizations offering subscription-based services have access to vast customer data, encompassing demographic information, purchase history, browsing behavior, engagement metrics, and feedback. In the digital customer experience (CX) era, organizations can better grasp their customers’ preferences, behaviors, and pain points by thoroughly analyzing this extensive consumer repository data. The use of AI to support this analysis has accelerated the pace at which organizations can respond to trends and changes in customer behavior or CX needs. This understanding can help these enterprises deliver superior CX, foster long-term loyalty, and achieve sustainable growth in today’s competitive marketplace. 

Let’s delve into how technological advancements have transformed the approach to subscription management and the advantages it brings to organizations.

Traditional Approach to Subscription Management

Historically, subscription management has been characterized by a reactive, post-facto approach to data analysis with data stored across multiple disparate systems and departments. In this traditional model, organizations or their outsourcing partners would collect customer data throughout the subscription lifecycle in an isolated approach. Analysis and decision-making would occur afterward to form future strategies, product development, and customer engagement initiatives. While this approach has its benefits, it is constrained by the following issues: 

  • Lack of a unified customer view: In many organizations, different departments handle various aspects of subscription management, such as sales, marketing, customer support, customer retention, and finance, with each department storing data independently. Without a unified view of customer data, organizations may struggle to analyze the entire customer journey to identify patterns or trends that could inform strategic decisions or improve customer engagement efforts. 
  • Delayed decision-making and inability to implement real-time interventions: The reactive nature of post-facto data analysis often leads to delays in decision-making, as insights are generated after the fact. Without real-time data analysis capabilities, organizations may miss opportunities to intervene proactively during the subscription lifecycle, resulting in a less agile response to customer needs and market dynamics. Additionally, while certain analytics tools can identify customer concerns, the process still entails hours of listening and data collection, further delaying responses and increasing agent workload. 
  • High dependency on the IT group: In the traditional subscription management approach, organizations were heavily dependent on their internal (or outsourced) IT group to respond to requests for change, build requirements, prioritize the work and finally implement. 

Advancement in technology redefining CXM for subscription-based offerings

The rapid progression of digital CX tools, including advanced analytics, automation solutions, Contact Center as a Service (CCaaS), conversational AI, and the emergence of generative AI (gen AI), have significantly transformed CXM for subscription-based models. This has eliminated data silos and provided real-time data-driven insights. As a result, these technological advances have ushered in a new era of data driven CXM management, revolutionizing the following aspects:

  • Personalized subscription offerings and recommendations: Advanced digital CX tools can analyze customer data to deliver highly personalized subscription plans and recommendations tailored to individual needs. Leveraging Natural Language Processing (NLP) capabilities, gen AI can engage in conversational interactions, guiding customers through subscription options and providing tailored advice.
  • Identification of upsell/cross-sell opportunities: Real-time analytics enable organizations to identify product or service enhancement opportunities based on customer needs. This includes determining the optimal time to introduce premium products or services and suggesting relevant upgrades or add-ons. Furthermore, organizations can create personalized product bundles, discounts, or rewards tailored to individual preferences. 
  • Dynamic pricing and revenue optimization: Gen AI models can analyze market trends, competitor data, and customer behavior to recommend dynamic pricing strategies and optimize revenue streams from subscriptions. By dynamically adjusting prices based on demand, seasonality, and customer preferences, organizations can maximize revenue potential while remaining competitive by facilitating discount strategies for new customer acquisition, as well as for customers who are at churn risk. 
  • Augmentation of product/service offerings: Organizations can use advanced analytics tools, such as speech analytics, sentiment analytics, or tone analytics, to identify the areas of concern for end-customers and address them by augmenting their offerings. Digital-first service providers have leveraged gen AI’s analysis and conversational capabilities to develop solutions that can identify the root cause of consumer concern without requiring extensive call listening or data collection time. 
  • Increased customer retention: Organizations can identify patterns indicating potential customer churn risks for subscriptions. By leveraging advanced analytics and machine learning algorithms, they can proactively intervene to mitigate these risks, offering personalized incentives, targeted communication, or proactive customer support. Additionally, organizations can continuously monitor customer engagement metrics and feedback to iteratively improve subscription offerings and enhance overall customer satisfaction, fostering long-term loyalty and retention. As businesses mature, effective churn management emerges as a paramount concern, rendering these tools indispensable for support. 

Outlook for Subscription-Based Services

The CXM landscape for subscription-based services is rapidly evolving, driven by technological advancements and the imperative for organizations to deliver superior customer experiences. Moving forward, organizations must recognize the importance of partnering with CXM providers that offer comprehensive capabilities to address the evolving needs of subscription-based models. Some leading CXM providers have already begun to leverage AI and gen AI to support analysis of high-volume clients, leading not only to deeper insights on the interaction but also allowing them to create models for churn and NPS prediction based on the interactions that their clients are using to make business decisions. 

By leveraging these capabilities, organizations can not only enhance customer satisfaction and loyalty but also drive revenue growth and market competitiveness in today’s dynamic landscape. Therefore, organizations must prioritize investments in digital CXM and strategic partnerships with digital CXM providers. This can empower them to navigate the evolving subscription economy effectively. As the subscription-based service model continues to gain traction, organizations that embrace data-driven CXM strategies will be well-positioned to thrive in this ever-changing market. Furthermore, organizations relying on outsourced CXM providers must be ready to utilize their outsourcing partners’ technology and provide necessary data to fully capitalize on the emerging benefits these companies offer. 

Moving forward, organizations must recognize the importance of partnering with CXM providers that offer comprehensive capabilities to address the evolving needs of subscription-based models.

Experience the iQor Difference

Ready to transform your subscription service CX with the power of data and expertise? 

iQor is an award-winning managed services provider of digitally enabled business process outsourcing (BPO) solutions trusted by global brands. We understand the unique opportunities available to subscription services providers and serve as a strategic partner in creating a customer-centric subscription experience. Our dedicated client teams wield a powerful toolkit that combines cutting-edge technology and human expertise to maximize outcomes for your service. 

Our advanced analytics platform, VALDI, gathers data from all interaction channels (phone, email, social media) and transforms it into actionable insights. Similarly, our social media monitoring strategy is designed and continuously refined to identify and proactively resolve customer concerns. 

iQor offers a comprehensive suite of BPO full-service and self-service scalable offerings that are purpose-built to deliver enterprise-quality CX. We provide strategic thought leadership, competitive pricing, performance excellence, attractive geos, and talented teams to meet demand and deliver differentiated customer experiences at the best value in the industry.  

Our highly trained CX specialists possess decades of accumulated process knowledge and a value-driven culture of innovation and operational excellence. We provide multilingual frontline agents in the geo of your choice who are equipped with the knowledge and skills to navigate even the most complex subscription customer concerns. 

Our award-winning CX services include: 

  • A global presence with 40+ contact centers across 10 countries.   
  • A CX private cloud that maximizes performance and scales rapidly across multiple geographies on short notice.   
  • A partnership approach where we deploy agents and C-level executives to help maximize your ROI. 
  • The perfect blend of intelligent automation for scale and performance coupled with an irresistible culture comprising people who love to delight your customers.   
  • Virtual and hybrid customer support options to connect with customers seamlessly, when and where they want.   
  • The ability to launch a customer support program quickly, even when you need thousands of agents ready to support your customers.   
  • A best-in-class workforce management team and supporting technology to create a centralized organization that can better serve your entire business. 

iQor helps brands deliver the world’s most sought-after customer experiences. Interested in learning more about the iQor difference? If you’re ready to start a conversation with a customer experience expert, contact us to learn how we can help you create more smiles.

David Rickard is partner at Everest Group. Connect with David on LinkedIn. 

Divya Baweja is practice director at Everest Group. Connect with Divya on LinkedIn. 

AI Trends Reshaping Customer Experience

CX Experts Provide Insights and Strategies

This blog is a collection of insights on artificial intelligence (AI) in customer experience (CX) strategies from an elite group of CX strategists and consultants. Collectively, they explore a future where AI is not just an operational tool but a transformative element for exceptional customer and employee experiences. Their reflections consider AI’s use, limitations, and methods for maximizing its potential in the ongoing delivery of irresistible customer experience across all industries.

Following are the topics addressed by the CX experts. In the next section, their insights are provided in alphabetical order by first name.

Trends and Predictions

The evolution of AI is set to deliver immersive, personalized experiences through a blend of physical and digital engagements with advancements in hyper personalization, multi-channel engagement, and augmented reality. AI’s role in enhancing self-service options and supporting customer service agents by offering accurate, customized interactions is increasingly significant.

Challenges and Solutions

Key challenges include skepticism towards AI, data integration, strategy development, and balancing automation with human empathy. Solutions highlight the importance of building trust, ensuring AI transparency, fostering collaboration, and focusing on strategic, ethical AI deployment.

Personalization and Ethics

Ethical considerations revolve around data privacy, consent, and customer control over data. Ethical AI use begins with prioritizing ethics over speed or market competitiveness, ensuring AI’s use gains customers’ trust.

Customer Engagement

AI transforms engagement through automated insights, personalized recommendations, and innovative content creation, elevating interaction and loyalty.

Data and Privacy

Addressing personalized experiences with data privacy involves securing customer consent, adhering to privacy laws, and practicing ethical AI use.

Emerging Technologies

Innovations in natural language processing, explainable AI, and reinforcement learning promise to improve transparency and customer interaction.

Employee Experience

AI improves employee experiences by automating routine tasks, providing insights, and supporting personalized training to maximize efficiency.

Future Skills

Essential skills in an AI-driven future include empathetic listening, creative problem-solving, and an understanding of AI technology and data analysis

Ethical AI and Trust

Trust necessitates ethical AI practices, transparency, customer data respect, and regular audits for bias and fairness.

AI Limitations

AI cannot currently replicate the nuanced human touch required in complex customer service scenarios. Strategies must include seamless AI-human interactions.

In an AI-enhanced future, businesses must navigate the complexities of technology integration with a focus on ethical practices, transparency, and the deployment of essential human skills. Success lies in balancing technological advancements with the irreplaceable value of human empathy and understanding, ensuring that AI serves as a complement rather than a replacement in CX.


Adam Toporek, President, CTS Service Solutions

“The organizations that are deploying AI effectively are using it not only to create smoother customer experiences but also to facilitate smoother employee experiences, making human agents more effective. Back-end AI deployment can give agents real-time, contextual information with a speed and accuracy never seen before, from natural-language queries to instant customer history summaries. As with anything, training will be essential to helping agents maximize these tools and use them effectively with customers in real time.

“The agent skills that will be essential in an AI-driven future are the human skills. Robots will be cheaper, faster, and more accurate; humans will add value by being more human and by having advanced skills in empathetic listening, compassionate communication, and creative problem-solving. The term ‘retail robot’ has been used for years as an insult, to describe script-reciting, unenthusiastic service employees. However, the agents who try, who care, and who can put a smile on another human’s face are the ones that will always be more valuable than a machine.   

“In something as new and unexplored as AI, ethics tend to be in the eye of the beholder. However, as a first principle, I believe that companies can best use AI ethically by prioritizing ethics—putting them first, ahead of speed and ahead of being first to market. Based on how the AI gold rush is playing out across industries, it may be naive, but I think the ethical use of something as powerful as AI begins with focusing on what it should do, not just what it can do.” 


Alec Dalton, Executive Director, Accelerating Leaders

“While a lot of conversations about AI in CX focus on mass personalization and automated support, a big win is on the horizon for organizational learning and knowledge management. When customers call contact centers for support, agents will have faster access to answers via intelligent intranets. When R&D professionals seek emerging—and even predictive—data on customer preferences and trends, AI can serve real-time information at their fingertips. Faster and more accurate intelligence will yield efficiencies for companies and should also yield more satisfying products and services for customers.

“AI and advanced computing will allow organizations to activate CRM programs with deeper relationships than ever before. Within—and beyond—a company’s customer journey, AI will enable new ways to learn about and connect with our customers. As with familiar examples like shopping cart recommendations and targeted Google ads, AI is offering ‘shortcuts’ from search and social media placements to check-out pages. Shopping and viewership data can also be aggregated to guide the design of new products that better meet customers’ wants and needs. Ethical and technical safeguards are needed to ensure customer data is secure from bad actors and to prevent vulnerable customers from being marketed dangerous or disturbing products.

“Evolutions in natural language processing are about to unlock a world of opportunity—literally and figuratively! On top of chatbots, voice agents, and the like developing real-time speech capabilities, we will also see (and hear) their ability to translate across languages. Companies with global growth strategies can use this trend to their advantage, accessing new markets and new customers through emerging communications technology. Even internally, the translation benefits of AI can help diverse workforces engage in trainings, access organizational knowledge, and collaborate internationally.” 


Brian Wagner, CEO, Health Insights Consulting Group, Inc., and Board Member of Revinax

“One thing that stood out as a house of themes around challenges for integrating AI to improve the customer experience is building trust with those who will use and be affected by it. Without the rules of engagement and guard rails in place for the responsible use of AI, customers could be turned off and not believe in the value AI can bring to improve the customer experience. These ‘rules’ will be essential for the responsible and broad adoption of AI in the years to come. It is a continuing conversation, but the awareness of the need in and of itself is essential.”


Brittany Hodak, Customer Experience Speaker and Author of “Creating Superfans”

“Over the next few years, AI systems will become more adaptive and capable of continuous learning. We will experience more human-like interactions with chatbots and virtual assistants, significantly improving customer service. In addition, businesses will be able to analyze customer sentiment and predict customer needs and behaviors to help create even more personalized experiences and recommendations in dashboards readily accessible to employees across the organization. As AI continues to evolve, customer expectations are only going to increase. Speed and personalization will become even more important for all businesses.

“AI platforms require A LOT of data, so companies must ensure that they are capturing high-quality data to inform accurate AI predictions. Implementing an AI platform is not the end of the project, though. Companies will need to hire in-house experts or third-party vendors who specialize in data science and machine learning to constantly audit and update the systems. Lastly, aligning your team around the benefits of AI and establishing clear protocols will be a challenge. Employees may be worried that their jobs will be replaced with AI, while others will be reluctant to learn new technology. They must all realize AI is to help humans perform CX tasks, not replace humans.

“AI has allowed companies to create highly personalized experiences for customers. Platforms like Spotify and Netflix can make personalized suggestions based on our consumption history and rich customer data. Fashion and beauty brands like Warby Parker and Ulta use AR (augmented reality) to help customers try on products in the comfort of their own homes. Many of these features have enhanced the customer experience, but there are several ethical concerns businesses should be aware of. If AI algorithms are trained on biased information or models, personalized recommendations may reinforce existing stereotypes or inadvertently exclude certain groups. Moreover, customers should regularly be allowed to opt in or out of certain features and take control over their preferences.  

“The use of AI has significantly improved customer engagement. Some of the most notable examples I’ve seen firsthand are Canva and Castmagic. These platforms offer new AI-driven features that help users write copy or headlines, design unique images, create music, generate scripts or episode summaries for podcasts, and much more. AI has made content creation significantly easier, faster, and more accessible than ever before.

“AI platforms must get customer consent for data collection and be transparent about data usage. Businesses will need to be up to date on privacy laws and regulations to protect customer information and maintain their trust. They must also acknowledge that there is no ‘one size fits all’ approach anymore. Some customers will appreciate the efficiencies AI will provide, while others will be skeptical about sharing information. Companies must make allowances for customers existing on both ends of the spectrum, in the same way that smart companies now allow customers to solve problems via a number of avenues. 

“Explainable AI (XAI) will significantly improve customer experience. XAI provides insights into how AI models arrive at specific conclusions or predictions, increasing transparency and accountability. XAI will help companies use AI more effectively and will enhance customer understanding and trust.

“Customer service employees will be relying on AI-generated insights, so they need to be trained on the limitations of AI and when to use their human judgment to make decisions. For all employees (not just those using AI!), it’s important for them to know that while AI-generated scripts, prompts, or suggestions are helpful, they are not a replacement for a human operator.

“Customer experience professionals will need a foundational understanding of AI concepts, technologies, and applications. Since AI is data-driven, being able to understand certain metrics and derive insights from customer data will be crucial. Lastly, empathy is a non-negotiable in any customer experience role, but it’s especially important when AI is heavily involved.

“Due to the lack of transparency, privacy concerns, and the evolving nature of AI platforms, the use of AI can significantly erode customer trust. However, businesses can maintain their customer relationships while reaping the benefits of AI by putting a few ground rules in place. 

  • Always indicate when AI is being used exclusively in a customer interaction (e.g., chatbots).
  • Regularly audit AI systems for potential bias.
  • Ask customers for their feedback after AI interactions to help improve the technology. Explain how AI algorithms work and what will happen to customer data after the interaction.

“At the end of the day, AI cannot replicate the human touch. Companies will need to put processes in place to ensure that certain situations get directed to a real person instead of a chatbot, especially in areas or industries where empathy, understanding, and emotional connections are crucial. Another limitation will be the innate bias of the algorithms. Regular audits of AI systems can help ensure fairness and accountability.”


Dan Gingiss, Chief Experience Officer, The Experience MakerTM LLC  

“The biggest challenge is resisting the urge to have AI do everything. The goal should not be to replace human interactions but rather to supplement them with AI. Yes, there are plenty of places where AI can make things easier for the customer, but also look for places where it can make things easier for your employees. That allows them to do what they do best—be human.

“Employees need the comfort of knowing that AI isn’t coming for their jobs. In fact, it’s there to help them do their jobs better. Regular AI training should be adopted so employees always feel up to date on one of the fastest-moving technologies we’ve ever seen.”


Denise Gabel, Chief Can-Do-Ologist, Can-Do-OlogyTM

“From an average customer’s perspective, people are afraid of AI and the use of this new, mysterious technology. Importantly, employees are also uneasy with this new technology. 

1. Find the champions. Find the individuals—no matter what level—that understand the benefits to the employees and the customers. Don’t look for the technical experts. Why? Remember, you are not trying to integrate AI technology but rather an improved experience or efficiency for the employee/customer. You’ll need to lead the integration with benefits. 

2. Kill the term ‘AI.’ Technology drives the backend of the business–not the front end. Employees and customers don’t care about what version of the software runs the program they are using. They don’t care what makes things run. They care about the efficiency and reliability of the program. 

3. Build can-do collaboration teams. In Phase I, you will likely find a few problems to solve or efficiencies to bring using AI technology. In Phase II, create cross-functional teams with both the technologists and the realists. Find ways to dream. What’s possible?” 


Heather R Younger, Founder and CEO – Employee Fanatix, and International Keynote Speaker

“AI’s impact on the employee experience can be far reaching and positive. As we look at employee experience as a holistic approach to the employee’s journey, there are a myriad of touchpoints along the way. AI can not only ease the load for customer service employees through practical applications, but it can also improve their overall experience by providing more custom training and development offerings and delivery. Employee experience is driven by emotions; AI can boost most positive emotions by delivering what the customer service professionals need when they need it and leave a supportive impression.”


Jeannie Walters, CEO, Experience Investigators

“A big challenge I continue to see is simply not having a defined strategy for customer experience efforts. Many organizations are still moving from tactic to tactic or starting with the tool (let’s use AI) instead of determining what success means and how to deliver the best possible experience for customers. To deliver results, leaders need to make sure efforts are aligned with overall outcomes—that requires strategic thinking, proper prioritization, and making a business case for these investments. 

“Customers appreciate personalized experiences, and AI can provide those in a more predictive way for individual customers at scale. Customers are becoming savvier about how their personal data is involved, and they deserve more transparency. I see a future of easier, more transparent data control options for customers. And if a customer decides to change something—like masking their email or something small—AI will be able to make that change across the organization instantly. Transparency like that will also continue to build trust between the customer and the brand. 

“AI will allow customer service agents and others who interact directly with customers to focus on the nuanced, more emotional situations that require human empathy and compassion. AI will keep the more mundane and repetitive tasks and questions from taking their time and empathy, and customers will be happy to get answers when they need them and personalized from their needs. Employees will have access to intelligent search and other features to get to the right information at the right moment. So, skills around how to prompt the right response quickly and how to move from ‘reading a script’ to engaging in authentic conversations with new information will be important. With this freedom from routine tasks, employees may have time to innovate around the customer journey as well.” 


Jermaine Edwards, Founder/CEO of Customer Advantage Systems and the Irreplaceable Advisory Group

“I believe use cases will come from the gaming world. I’m seeing more and more experimentation in immersive technology, and it is working. Gartner described it as moving into a phygital world. The blend of physical and digital engagement to enhance personalized experiences. We talk about journey maps, but we’re now building ‘experience structures.’ These are designed to optimize interactions and improve behavioral outcomes. An example of this comes from a company called Unreal Engine. In it AI is used as a means for users to guide their own story. They can win physical prizes and create digital currency.”


Joseph Michelli, Ph.D., Chief Experience Officer, The Michelli Experience  

  • Hyper Personalization: I expect an even greater ability to deliver hyper-personalized experiences, with AI becoming more sophisticated in understanding customer preferences.
  • Voice and Conversational Interfaces: The rise of voice search and conversational AI will likely prompt more businesses to adopt voice-enabled customer service.
  • Augmented Reality (AR) Experiences: AR is set to enhance online shopping, enabling customers to visualize products in their environments.
  • Emphasis on Customer Privacy: With increasing data use, more importance will be placed on protecting customer privacy and data security.
  • Growth in Customer Self-Service Options: More customers will prefer self-service options, leading to increased self-help tools and resources. But don’t forget to have well-trained team members ready to serve when technology fails or customers ‘opt human.’

“Transformative customer experience organizations will need to be led by people who invest in their culture and people, not just their IT systems. For example, leaders must provide ongoing training for employees on how to use technology tools effectively and must guide them on how to provide personalized service wherever possible. They also must work with subject matter experts and business partners to ensure seamless integration of human service and AI tools. This means providing a consistent experience across all channels, whether customers interact with a chatbot, speak with a human representative, or send an email.

“AI allows business leaders to provide service 24/7 and customize products and services based on the behavioral preferences of consumers. To achieve those benefits, leaders face many ethical risks related to data collection, customer consent, data security, and discrimination. Here’s my quick take on these challenges. 

  • Consent and Data Collection: AI requires access to copious quantities of personal data. The acquisition, storage, and analysis often occur without consumers’ explicit and complete consent. This lack of transparency is an ethical concern. 
  • Data Security: Data breaches are a substantial concern because of the volume of personal data being collected and stored. This is especially problematic, given the rise in cyberattacks that have compromised sensitive information. 
  • Discrimination: AI systems can form biases during training, leading to discriminatory recommendations and services. 

“I work with retail and hospitality clients who effectively analyze customer sentiment in online feedback, reviews, and social media posts. AI-aided insights from this ‘social listening’ allow my clients to quickly address emerging issues, improve products, and pinpoint marketing strategies. Similarly, I have e-commerce clients who use AI to analyze a customer’s behavior, preferences, and browsing/purchase history to recommend products optimized for that customer. This level of personalization elevates the customer’s experience and dramatically increases customer engagement, sales, and repeat business.

“‘The train has left the station.’ The use of AI will only increase—hopefully at a pace our security and ethical oversight can manage. I liken it to nuclear technology, which can be used for noble or pernicious ends. Alternatively, we can think of the challenge as needing to ‘build a parachute after jumping off a bridge.’ Gravity (or, in this case, the benefits of AI) will hurt us—our challenge is to secure a safe landing for all stakeholders. 

“Trust is the currency of relationships. Playing fast and loose with customer data, violating their privacy, being nontransparent, and using their information only for the gain of the business will cause businesses to implode. It has done it long before the rise of AI. This technology only amplifies the potential risk to both the customer and the business. Of course, the wise use of AI will enhance intimacy, trust, and the enduring nature of customer relationships.”


Karen Hold, Founder/CEO, Experience Labs 

1. Al will create seamless experiences for customers reaching out across multiple channels. Customers want to be able to reach out to companies over social channels like Instagram, follow up by email or phone, and want and expect companies to remember their interactions and respond with a strong memory. Companies can no longer have a single channel strategy and architecture, or they risk leaking customers and customer sales.

2. There will be a widening of the gap between leaders and laggards in customer experience. Al has the potential to revolutionize businesses’ ability to deliver personalized customer experiences. Businesses that harness that power will leapfrog businesses that do not make investments in Al. The laggards, who are already playing catch up, will have even more ground to cover.

3. There will be a doubling down on the uniquely human values, such as empathy, which are necessary to deliver great customer experiences. Al will improve consistency, multitasking, and processing speed of data without losing effectiveness or efficiency, but only humans can understand and empathize with the emotions of customers. Al can only treat customers as data points, which will result in ‘me too’ and lackluster experiences if companies are not careful. Only humans can take a deep interest and involvement in the details of customers’ lives as people, not as data points. That’s why we call it empathy. The closer you get to customers’ lives, to their problems and frustrations, the better customer experience leaders will be at creating new value for them. 

  • Safety: It probably goes without saying that the safety debate is the biggest question around Al. There is a lot of activity from governments and regulators, but, so far, there has not been much progress towards global governance and standards.
  • Unraveling Real from Fake: Identifying what are fake experiences from what are real experiences will be harder to solve. Will fake experiences feed Al models and expand the pool of customer experience data? We will all need to be vigilant.
  • Evaluating Utility of Models: Subject matter expertise transforms how you use AI. SMEs can ask better questions and evaluate answers. If CX leaders rely on emerging Al tools without evaluating the utility of methods, tools, and products with SMEs and diverse stakeholders, they will increase the potential for bias. Al is evolving so quickly and making sense of the landscape of Al tools, and choosing the right one is key. The utility of Al tools will be determined in large part by SMEs.  

“Al will get businesses closer to realizing what Joe Pine described in 1993 as ‘mass customization.’ The theory of mass customization advocates for the integration of flexibility and personalization within scaled systems or experiences, allowing companies to offer products and services customized to individual preferences without forsaking efficiency or significantly increasing costs. This ability to deliver unique value to each customer while maintaining economies of scale has been somewhat elusive over the last 30 years, but Al will get us closer to this vision. 

The ethical considerations are the same ethical considerations we hope all businesses are aspiring to honor in delivering customer experiences.

1. Prioritize the safety and needs of customers.

2. Be honest, truthful, and transparent in all communication.

3. Value diverse customers and their unique needs and wants.

4. Protect the privacy and safety of customer data. I think the one unique ethical consideration in an Al world is to consider the long-term social impact of using Al and to commit to evolving and learning forward for the benefit of humanity.   

“There are so many exciting ways in which Al is transforming customer engagement. 

1. New Product Offerings: The Al-powered robotic restaurants and bars like Spyce, PizzaBot, and Bionic Bar are really interesting. 

2. Transforming Patient Outcomes: Al-powered medicine has the potential to transform whole populations by rapidly diagnosing diseases at mass scale and drug discovery. Early results in Al-powered mammography, sickle cell diagnosis, and molecular biology are very exciting. 

3. Back Office Work Transformation: The ability to do code generation; create images; do speech synthesis; create video and 3D models; and use high-fidelity sketching, writing assistants, and text generation speed up back office work, which accelerates delivering better customer experiences.

4. Al-Powered Applications: The ability to do copywriting + art generation, social media design, media/advertising agency automation, and voice dubbing for both entertainment and educational applications is very exciting. 

5. Novel Tools:

  • ChatGPT is the king of Al tools designed to generate human-like text responses in a conversational manner. 
  • DALL-E can generate a wide range of creative visuals for campaigns, social media content, or branding materials. 
  • Perplexity is an interesting tool that shows promise in accelerating domain knowledge and research and can accelerate contextual awareness. 
  • Code Interpreter can quickly analyze and aggregate data that could help a data scientist quickly arrive at preliminary insights.  
  • Anthropic’s Claude is an Al assistant that is good for tasks such as complex reasoning, creativity, coding, and detailed content creation. I have seen it used for evaluating ideas, devising scoring systems, and assessing viability and feasibility on new offerings that lead to more compelling features. 
  • GitHub CoPilot acts as an intelligent assistant for software developers, offering suggestions for whole lines of code or entire functions as they type. 

“Leading with an ethical stance of prioritizing data privacy, customer consent, and security; abiding by regulations; and ensuring the right humans are overseeing the systems will go a long way towards striking the right balance. 

“1. Reinforcement learning from human feedback (RLHF) is helping make models safer and more helpful for users. It can be used to fine-tune Al models like chatbots or virtual assistants to make interactions more personalized and relevant. It can improve the quality of responses by learning nuances of human language, and it can better understand and respond to the emotional tone of customer inquiries, which makes customer experience interactions more empathetic and contextually sensitive. 

2. Chain-of-thought technology can make customer experience interactions more transparent, intuitive, and effective. Leveraging chain-of-thought tech has the potential to break down complex customer inquiries into manageable steps that are more accurate, which is great for technical support operations. It also can make customer interactions more personalized, which makes experiences more trustworthy, building customer confidence. It also has the potential to reduce the frustration with automated services, making the experience feel more human-like.

“I think the skills that will be important for CX professionals in an Al-driven future are some of the same skills that are critical today. 

  • Opportunity Seeking Skills: The ability to see opportunity, challenge conventional wisdom, explore non-traditional ideas, remain open to redefining the problem trying to be solved, and then search broadly for areas of opportunity—all before deciding on a particular solution will be critical in an Al world. 
  • Relationship Management Skills: These are no longer soft skills. The ability to listen deeply, explore, and leverage multiple viewpoints and be comfortable working across differences is crucial. Success in a complex Al world is about making differences work for us rather than against us. Relationship management skills have always been downplayed as soft skills, but they will be mandatory in the customer experience world. 
  • Experimentation Skills: The ability to treat ideas as hypotheses to be tested, to identify the data needed to provide an evidence base, and to design and execute rigorous experiments is essential to managing Al risk rather than merely avoiding it. 
  • Reflection Skills: The ability to be self and situationally aware, to be able to explain to others the ‘why’ behind your reasoning, to be able to ask good questions, and to drill down on critical issues will be more important than ever in an Al future. This is the ability to do both perspective ‘taking’ and perspective ‘making.’”

Matt Lyles, Chief Experience Officer, Brand Builders Group

“AI is not a supervillain here to steal everyone’s jobs. It’s more like a sidekick. Just like Robin took on lower-level thugs to free Batman up for the bigger fights, AI frees your customer service agents up to tackle the big bads of customer challenges. So, your training and development should center on turning agents into AI whisperers, mastering the art of collaboration between man and machine. Focusing your AI investment into simplifying and streamlining the employee experience will allow your people to build relationships with customers where and when it matters most. 

“AI’s biggest limitation is that it’s simply not human. Technology’s ability to recognize another person’s intent and express empathy is still limited. In the more nuanced and complex customer service challenges, customers will be looking for real human connection and insight, not canned responses and answers from chatbots that don’t accurately solve their problems. But a combination of AI and human customer service agent interaction can deliver an experience with the speed of technology and the empathy of a real person. Then seamless handoffs between AI and humans ensure customers feel like they’re getting the best of both worlds.”


Max Armbruster, CEO, Talkpush   

“AI will make it affordable for all industries and market segments to outsource CX without suffering any loss in customer service quality. In other words, I predict (and hope) that the CX market will undergo rapid growth in the next decade.  

“Level 1 support is becoming fully automated. Users are more likely to self-service than to ask for help from a human AI agent.   

“Permit engineering and the ability to multitask will become highly sought after.”  


Sean Minter, CEO, AmplifAI Inc. 

“The primary challenge with using AI is getting access to data to allow the AI to provide relevant information to customers for self-service or to associates and leaders to enable them to do their jobs. Limiting AI to only having access to a single system or data source will not allow AI to fulfill its potential. For AI to work, it needs access to all of the data within a contact center environment. 

“One of the primary benefits of AI is to augment and support our employee population. As AI/automation removes easy contacts from customer service roles, it just makes the job of customer service more complex for the associates and leaders. The customer interactions now will all be more complex and difficult, which means how we train and develop frontline associates, coaches, and leaders has to be reimagined. That is where AI can support training, onboarding, and driving speed to proficiency for new hires. AI can support connecting data and easy access to information and answers during conversations. AI can definitely also assist the more complex role for coaches and leaders who have to review all the data, reports, and analytics to determine how and what to coach to develop associates.”


Shep Hyken, Chief Amazement Officer, Shepard Presentations

“AI will improve self-service beyond anything we’ve seen up until now. In addition, it will support customer support agents by providing accurate answers to customers’ questions, information about the customer’s history with the company, and more. There will be a blend of digital automated support and human-to-human interaction. The companies that can find the balance will succeed with stellar ratings from their customers

“While many companies are focused on using AI to support the customer’s self-service experience, companies are starting to recognize the value of creating a similar experience for customer support agents. In addition to feeding employees information about the questions and problems customers call about, AI can/will create in-the-moment/real-time coaching, giving agents opportunities to not only support their customers but to do so with empathy and understanding. In addition, AI will allow companies to save money on traditional training, by providing some (not all) technical and product information to agents at the time they need it. All of this will create a better employee experience, empowering them to create a better customer experience. 

“Nobody knows or can predict the limitations AI presents in enhancing the customer experience. In 10 years, we’ll look back and think what we’re doing today is archaic. However, let’s address current-day limitations. Presently, some companies believe AI can create a self-service support system that does it all, eliminating live customer support. 

Our CX research asked more than 1,000 consumers, ‘Do you use self-service tools before contacting live customer support?’ 70% said ‘Yes,’ but that doesn’t mean they are satisfied with the results. In a follow-up question, we asked, ‘Do you think self-service can deliver as good of a customer experience as humans?’ Only 27% said ‘Yes.’ Furthermore, 70% of consumers prefer to call the company and talk to a live customer support agent. The limitations are more about present-day capabilities. Soon, improvements and new capabilities will break through current limitations.”

We are thankful to these CX influencers for sharing their insights on the evolving role of AI in customer experience across these topics.


iQor is a managed services provider of customer engagement and technology-enabled business process outsourcing (BPO) solutions. We are passionate about delivering an outstanding omnichannel customer experience for brands across the globe. Harnessing intelligent CX technology and AI-driven innovations that can scale teams anywhere, our custom BPO solutions create happy employees and delighted customers. Symphony [AI]TM, our generative AI ecosystem, unifies our commitment to innovation, flexibility, and excellence by integrating advanced digital CX with irresistible human experiences. 

If you’re ready to reshape your customer service strategy with the optimal mix of AI, human performance, and operational excellence, start a conversation with one of our CX experts.

Bernie Borges is vice president of global content marketing at iQor. Connect with Bernie on LinkedIn.

Master Retail CX All Year Long Through Strategic BPO Outsourcing

Delivering Year-Round Customer Experience Excellence With Strategic BPO Partnerships

“Mastering Retail: Optimize Your Customer Experience Year-Round” is a free on-demand webinar sponsored by iQor in partnership with Retail Customer Experience.com. The virtual event explores effective strategies to enhance customer experience in retail throughout the year. Panelists include industry experts Tone Holmen, senior vice president of operations at iQor; John Swain, vice president of account management, retail at iQor; and Brian Madonna, vice president of operations at Universal Screen Arts, Inc. Here’s an overview of what they discussed. 

Personalized Experiences Every Day of the Year

In today’s highly competitive retail landscape, providing an exceptional customer experience (CX) is a necessity. The integration of digital and physical shopping experiences has created an omnichannel retail environment that demands seamless and personalized interactions at every touchpoint. To meet these expectations and stay ahead of the competition, retailers need to prioritize operational excellence year-round, especially during operationally intense peak periods. This involves implementing strategies that optimize workforce management, foster a customer-centric culture, and leverage technology effectively. 

By effectively managing and optimizing these key areas, retailers can transform the customer journey and create more smiles with exceptional experiences. At iQor, we deploy an effective operations process honed over several decades that enables retailers to confidently outsource their customer experience for every season.  

Operational Excellence Through Strategic Recruiting and Onboarding

Retail has the most seasonal needs of any industry. From peak periods for holidays to campaigns like catalog drops, retailers of all sizes experience staff fluctuations weekly, monthly, and quarterly. In order to meet demand, brands often partner with a business process outsourcing (BPO) company that cross-trains its employees to move between different clients as needs shift, which then enables employees to enjoy a long-term career and a deeper understanding of clients’ needs. 

In the post-COVID era, many retailers have shared that they struggle to secure reliable domestic outsourcing due to high attrition rates and higher expenses, and hiring multiple in-house customer service roles can create redundancy since peak periods are unpredictable, resulting in over-hiring and potentially low morale if positions are eliminated. 

iQor’s offshore and nearshore BPO capabilities allow us to shift according to our clients’ seasonal operations needs with a steady stream of expertly trained staff. Our teams maintain consistent employment and develop in-depth knowledge of the brands that entrust us to serve their customers, which results in smoother operations and more enjoyable customer experiences.

AI’s Role in Successful Agent Recruitment

The integration of artificial intelligence (AI) in recruitment processes has been a game-changer for BPO companies like iQor, allowing for the handling of a higher volume of applicants with efficiency and precision. Leveraging a variety of AI tools enables companies to automate skills testing and streamline recruiting to quickly identify and place candidates in roles where they are most likely to excel.  

This modern approach meets the demand for rapid recruitment cycles, ensuring that top candidates receive timely offers and are captured effectively without requiring excessive effort on their part. This strategic use of AI not only enhances the recruitment process but also competitively positions companies in attracting and retaining the best talent. 

iQor’s Symphony [AI]TM generative AI ecosystem maximizes employee performance capabilities throughout the entire employee lifecycle, ensuring a seamless transition for new hires into their roles and beyond. From recruiting to training to development, Symphony [AI] utilizes proprietary large language models (LLMs) to tap into iQor’s accumulated process knowledge from the last two decades to transform the tool set and allow employees to deliver optimized CX based on previous experiences and scenarios. Exploring past interactions and results for multiple retailers allows our team to vet processes from some of the best practices to effectively meet clients’ KPIs.

Effective Training Benefits Employees and Clients

Ongoing training and development are foundational to maintaining successful operations in customer service. This continuous education process is vital not just after initial hire but throughout an agent’s tenure, especially considering the high seasonal demands of retail. By preparing agents for leadership through early management training, companies foster an environment of growth and advancement. This method enhances service quality and significantly reduces attrition rates, as agents see clear pathways for promotion within the company. Such a strategy keeps the knowledge base within the organization robust and dynamic, ensuring sustained performance excellence. 

In addition to measuring successful recruitment and onboarding through key performance indicators (KPIs) like low attrition rates, iQor also analyzes the effectiveness of its training and speed to proficiency. Agents must be able to serve customers’ needs after a short period of training as seasonal needs and demands change, so feedback on training is crucial to ensuring an efficient transition from training to the production floor. 

Three important KPIs for iQor client Universal Screen Arts, Inc., include low abandon rates, successful VIP sales, and upselling. New hires are matched with the client’s needs, ensuring they meet these KPIs as soon as possible. 

One of the most effective training methods iQor uses is the active learning classroom, which allows agents to actively participate in their learning through hands-on demonstrations and practice models in groups or teams. Trainers and trainees engage in feedback and discussions that provide continuous improvement. In between serving customers, agents also undergo microlearning sessions, which allow them to train during idle time without being removed from production. 

Regular communication is another imperative aspect of a successful partnership. iQor’s teams meet with clients weekly to review KPIs. This allows all levels, from senior leadership to agents, an opportunity to connect with the brands they service. The most effective and rewarding customer experiences come whenever clients are in tune with their customers’ needs, and the employees who are undergoing and monitoring the customer experiences can provide invaluable insights that can transform customer interactions.

Maximizing Customer Engagement Through Omnichannel Support and Multiple Touchpoints

Customers have more options than ever to connect with retailers and seek support: voice, email, chat, text, social media, and digital agents are some of the omnichannel offerings that help customers to connect with brands based on personal preferences and needs. Understanding how different support channels work is critical to ensuring seamless CX that serves customers in their preferred channel. 

For example, self-service options often can handle simple customer inquiries and allow more complex tasks to go to human agents, who can empathize with customers. An inherent benefit of working with a BPO like iQor is having access to a team that has a wide variety of tools that can put the best solution together. Aligning staffing with customer preferences involves leveraging technology to guide customers towards the most efficient communication channels. This strategy depends on available technologies and directing customers to preferred methods like chatbots, interactive voice response (IVR) systems, or online accounts through specific cues in communications, such as order confirmations. 

Rigorously tracking the performance of customer communication channels is essential for refining marketing and service approaches in response to direct customer input and evolving preferences. Offering a variety of contact methods—from traditional voice calls to digital platforms—and customizing these options to suit individual customer needs can ensure an enjoyable customer journey. This tailored approach not only meets but exceeds customer expectations, promoting a positive perception of the brand and encouraging long-term customer relationships.

Workforce Management and Customer Experience

Effective workforce management over peak periods is crucial to consistent retail customer experience; having the right mix of staff available at all channels allows retailers to deliver optimized service. Once data is available regarding the forecast of peak periods, iQor begins conducting contact arrival analytics to match up the time of day and the day of the week for arrival patterns and then shares that feedback with the client. We plan for ongoing training, coaching sessions, and team meetings to prepare our agents for exceptional service delivery.

During the holiday season in 2023, iQor helped to lower Universal Screen Arts’ abandon rates from a range of 5 to 8% to a range of 2 to 3%, which were the lowest the client had experienced in 30 years. With peak weeks undergoing between 140,000 and 150,000 orders, reducing abandon rates not only ensures happier customers but also fosters brand loyalty. Satisfied customers are more inclined to repeat purchases and recommend the brand to others, driving up sales and strengthening the brand’s reputation.  

During the holiday season in 2023, iQor helped to lower Universal Screen Arts’ abandon rates from a range of 5 to 8% to a range of 2 to 3%, which were the lowest the client had experienced in 30 years.

 Overcoming Challenges for Workforce Management During Peak Periods

Forecasting peak periods accurately can be challenging due to unforeseeable external factors like delayed catalog mail deliveries or inclement weather, which can unpredictably shift a company’s high-volume periods. In such instances, it’s crucial for customer support agents to be prepared and adaptable. A partnership with a BPO like iQor offers a pool of cross-trained agents proficient in various communication channels and familiar with a variety of clients, so they are ready to meet fluctuating demands. 

A BPO’s flexibility can lead to significant cost savings for retailers by optimizing agent deployment based on real-time needs, thus avoiding the overhead costs of a fixed in-house team. We prioritize aligning our workforce management strategies with our clients’ objectives, ensuring our teams are positioned to deliver maximum impact.   

Investing time to thoroughly acquaint new agents with a client’s business model is also essential; this prepares them to provide exemplary support during peak times. Moreover, flexibility and the ability to adapt to potential overtime due to unexpected shifts are critical traits we look for during recruitment, ensuring we match our clients with agents who are not only capable but also resilient and responsive to customers’ needs.

Building a Customer-Centric Culture

Instilling a customer-centric culture not only enhances customer satisfaction but also builds a strong brand loyalty that is invaluable in today’s market. By prioritizing customer needs and ensuring that every team member from the frontline to the executive suite shares this focus, companies can create a cohesive and impactful customer experience strategy. 

iQor’s iQorian Values—Integrity, Qustomer Dedication, Open Communication, Respect, Innovation, Accountability, and the Need to Give Back—are fundamental drivers for how iQor employees interact with one another and with clients. These values are embedded into the entire operations process, from executives to agents, and create mutual respect for all parties involved in delivering exceptional customer experiences. 

A key insight shared during our webinar underscores the profound impact of respecting and empowering customer service agents. Explaining the “why” behind actions and processes fosters better performance and adherence. Understanding the importance of their role in the customer experience and the value it brings to clients motivates agents. By integrating this philosophy, we witness remarkable improvements in compliance and the delivery of superior customer experiences. This illustrates that agents value respect and how this explanation can transform the efficiency and effectiveness of customer interactions, highlighting the crucial role of thoughtful communication with frontline agents in achieving CX excellence. 

iQor’s Resonance With Client Brands

Making our processes and the work of our clients deeply relatable and significant for our agents emphasizes the emotional investment customers have in their purchases, whether those items are gifts, party supplies, or enhancements to their living spaces.  

Recognizing that these aren’t just transactions but parts of people’s lives and celebrations, iQor dedicates substantial effort to ensuring our agents fully grasp the impact of their work. This deeper understanding cultivates a more empathetic and connected customer service experience, reinforcing the importance of recognizing the emotional contexts behind customer purchases. 

Our agents have a remarkable dedication to the brands they represent. Their personal commitment, some of whom have supported the same retail client for over a decade, profoundly underscores their deep investment in and understanding of the brand. This level of familiarity and loyalty not only rivals but may even surpass that of the client’s own employees. It’s a testament to the depth of connection and expertise that our team brings to every customer interaction, ensuring that the brand’s values and essence are communicated with authenticity and passion. 

“iQor’s agents are just like Universal Screen Arts employees. You would not know any difference. You would absolutely believe that the iQor agent was sitting right here in our contact center.” – Brian Madonna, Vice President of Operations, Universal Screen Arts, Inc. 

The concept of partnership is vital, encompassing not only the engagement from our team but also the proactive involvement of client experts. They share insights, whether about new product offerings or unique services, through means like video recordings to foster a deep connection between our agents, the clients, and the products they represent. This multi-layered engagement strategy enriches our agents’ understanding and enthusiasm, enabling them to deliver service with the same passion and knowledge as the clients’ own teams. 

Leveraging BPO Partnerships for Revenue Growth and Customer Loyalty

A strategic BPO partnership offers more than operational efficiency; it opens avenues for revenue generation and customer loyalty enhancement. Our on-demand webinar highlights the success of iQor’s upsell programs and VIP sales for Universal Screen Arts, Inc., showcasing how BPO partners can significantly contribute to a company’s financial growth. By pushing the boundaries beyond traditional support functions, BPOs can drive sales and loyalty programs, contributing directly to the bottom line.

“We’ve experienced some of our highest VIP sales and upselling in the last 90 to 120 days that we’ve seen in years. We had approximately an 8% boost for February 2024. When agents are able to come right out and start hitting the sales, then it’s been a win-win for both of us.” – Brian Madonna, Vice President of Operations, Universal Screen Arts, Inc. 

This strategy enables retailers to leverage BPO partnerships, extending their value beyond mere cost-saving measures to becoming integral components of revenue enhancement. With a trusted BPO partner, retailers can support their day-to-day operations and align customer engagement practices in a manner that significantly boosts financial performance. This approach unlocks opportunities for retailers to transform BPO collaborations into vital contributors to financial success and competitive positioning in the market. 

Clear, multifaceted goals beyond just revenue or customer satisfaction scores are important. Aligning the broader objectives of the partnership with those of individual agents ensures everyone is pulling in the same direction. In essence, maintaining an active, engaged partnership with your BPO provider amplifies the impact on customer experience, operational efficiency, and, ultimately, the bottom line. This ensures that all stakeholders understand and work towards the shared vision and goals, fostering a productive and harmonious relationship. 

Actional Insights for Retail CX Leaders

A successful BPO partnership hinges on commitment at every level of the organization. From the executives to the frontline agents, the buy-in must be comprehensive, aiming not just to serve customers but to forge a deep, collaborative relationship with the BPO provider. This joint effort is crucial for a successful launch and ongoing management of the outsourcing relationship. The essence of an effective training and communication strategy revolves around ensuring agents possess comprehensive knowledge and maintain a positive relationship with clients.  

Active engagement and a robust feedback loop are essential, debunking the myth of a “set it and forget it” approach to BPO partnerships. Encouraging direct communication down to the agent level enriches the relationship, making frequent, focused interactions—like weekly meetings or daily sessions during peak times—integral to understanding and enhancing performance. This model fosters an environment where BPO partnerships are seen not just as external support but as integral, profit-generating team members of the retailer, driving forward both operational excellence and customer satisfaction.

“I can’t stress enough about how important it is to have open communication and dialogue. This is a partnership. iQor is an extension of Universal Screen Arts. I encourage anybody to really look at a strong BPO partnership” – Brian Madonna, Vice President of Operations, Universal Screen Arts, Inc.

Experience the iQor Difference

iQor is an award-winning managed services provider of digitally enabled business process outsourcing (BPO) solutions trusted by global brands. We understand the unique opportunities available to retailers and are ideally suited to help brands create exceptional customer experiences throughout the ebbs and flows of each season. iQor offers a comprehensive suite of BPO full-service and self-service scalable offerings that are purpose-built to deliver enterprise-quality CX. We provide strategic thought leadership, competitive pricing, performance excellence, attractive geos, and talented teams to meet demand and deliver differentiated customer experiences at the best value in the industry. 

Our award-winning CX services include:

  • A global presence with 40+ contact centers across 10 countries.  
  • A CX private cloud that maximizes performance and scales rapidly across multiple geographies on short notice.  
  • A partnership approach where we deploy agents and C-level executives to help maximize your ROI.  
  • The perfect blend of intelligent automation for scale and performance coupled with an irresistible culture comprising people who love to delight your customers.  
  • Virtual and hybrid customer support options to connect with customers seamlessly, when and where they want.  
  • The ability to launch a customer support program quickly, even when you need thousands of agents ready to support your customers.  
  • A best-in-class workforce management team and supporting technology to create a centralized organization that can better serve your entire business.

iQor helps brands deliver the world’s most sought-after customer experiences. Interested in learning more about the iQor difference? If you’re ready to start a conversation with a customer experience expert, contact us to learn how we can help you create more smiles.

WendyAnn Hornak is vice president of account management at iQor. Connect with WendyAnn on LinkedIn.

Achieve Operational Excellence in Retail Year-Round Through Outsourced CX

iQor, in partnership with Retail Customer Experience.com, sponsored an on-demand webinar titled “Mastering Retail: Optimize Your Customer Experience Year-Round.” The free virtual event explores effective strategies to elevate the customer experience in retail. Our panel of industry experts includes Tone Holmen, senior vice president of operations at iQor; John Swain, vice president of account management, retail at iQor; and Brian Madonna, vice president of operations at Universal Screen Arts, Inc. Visit iQor’s webinar webpage to view the webinar on-demand and glean valuable insights.

The Value of Partnering With a BPO With Decades of Retail CX Experience

Creating outstanding customer experiences is a necessity for retailers of all sizes—from global giants to boutique brands. The competitive retail and eTail landscape demands exceptional service and a strategy that adapts and thrives throughout the seasons. 

Partnering with a trusted business process outsourcing (BPO) customer experience (CX) company like iQor—for everything from inbound voice support to back office support and social media monitoring—can offer a world of opportunities for retailers to improve their service delivery and elevate customer satisfaction.  Drawing on decades of accumulated process knowledge, iQor partners with retailers to provide specialized expertise, thought leadership, and innovative digital and human capabilities to craft amazing customer experiences year-round. From the intricacies of recruiting and hiring a customer service team to the nuances of training and development, operational excellence is key to providing a rewarding customer experience. We train agents in upselling and cross-selling to meet revenue targets for retailers, and we cross-train frontline agents so they can be moved quickly to support a client’s needs when peak demands require immediate staffing increases.

At the core of iQor’s approach to retail customer service is a comprehensive suite of full-service and self-service scalable offerings. These are meticulously designed to deliver enterprise-quality CX driven by digital and human capabilities that ensure every interaction results in customer smiles. Work-in-office and work-at-home teams, spread across domestic, nearshore, and offshore locations, are adept at meeting diverse client needs. This global reach, coupled with iQor’s seven core values, drives rewarding omnichannel customer experiences. 

By helping retail, eTail, e-commerce, and catalog brands seamlessly connect with customers in their channel of choice, a strategic BPO ensures that every interaction is personalized and effective. This strategic partnership offers custom CX solutions, the agility to adapt to changing needs, and thought leadership that drives client success. 

An innovative feature of iQor’s service is the Symphony [AI]TM ecosystem that empowers agent performance across the entire employee lifecycle. By combining advanced machine learning models with years of accumulated process knowledge, iQor optimizes the employee experience to provide clients with cost-effective solutions that contribute to greater employee satisfaction and exceptional customer service. 

In this blog post, we cover the advantages of outsourcing retail and eTail CX to ensure irresistible customer experiences year-round. We also highlight traits to consider when selecting a BPO well-suited to help you achieve your brand goals.

5 Benefits of Outsourcing Retail Customer Support

Outsourcing customer support offers myriad benefits for retailers. Here are our top five.

1. Cost-Effective Solutions: Outsourcing customer support is often more cost-effective than maintaining an in-house customer support team, as it eliminates the need for recruiting, hiring, onboarding, training, nesting, coaching, supervision, project management, workforce management, process improvement, and change management, not to mention the infrastructure costs associated with a customer support function. 

2. Data Security: iQor’s investment in and commitment to a dynamic zero-trust approach to data security provides our retail clients peace of mind knowing their data and systems are protected from the latest threats. 

3. Quality Assurance: Outsourcing customer support offers specialized expertise to promote service quality through training, career development, and highly effective processes. At iQor, we optimize the employee lifecycle for performance excellence through our Symphony [AI] ecosystem that leverages our accumulated process knowledge to create happy employees who perform consistently at high levels of quality. 

4. Seasonal Staffing: An experienced BPO offers retailers reliability when it comes to rapid ramps and ensuring frontline agents are prepared to succeed from the start. Effective recruiting, onboarding, and training processes support ramping up seasonal staff to meet the heaviest demands associated with holidays, special events, new product launches, and more—even on short notice. At iQor, we cross-train agents so they can apply their CX skills to benefit different retailers by moving flexibly between programs based on staffing needs. This ensures responsive CX during unpredictable peaks and prevents the need to hire excess agents who would either be left with nothing to do or go unpaid when staffing levels are sufficient, leading to low morale and high turnover. 

5. Specialized Training: Lastly, BPOs work with retailers to develop ongoing and customized training and coaching for customer service teams. This training expertise can often exceed the in-house capabilities of retail clients. At iQor, our award-winning training reflects active learning strategies to engage and prepare frontline agents for success in work-at-home and work-in-office settings. 

5 Traits of a BPO That Will Make a Great Partner

Every retailer wants to deliver consistently excellent customer service that addresses their customers’ unique needs cost-effectively. Here are a few characteristics to look for when selecting a BPO partner to help you turn your vision into value.

1. Partner Mindset: Partnering with a BPO you can trust and collaborate with is key. Selecting a BPO with a partner mindset means seeking one that listens to your needs and goals, offers proactive solutions, and delivers consistently. For example, at iQor, it’s common for us to learn about our clients’ businesses in such detail they contact us with questions they can’t answer internally themselves. We are often referred to as the most strategic BPO relationship in their portfolio, offering thought leadership and innovative solutions responsive to their needs, even when compared to Gartner Magic Quadrant leaders. 

2. Brand-Centric Culture: A true outsourcing partner represents your brand with the same passion and enthusiasm as your internal team. Looking for a BPO with a culture of brand-centricity ensures the frontline agents embrace your brand wholeheartedly and are trained to serve as brand ambassadors for a seamless and authentic experience. 

3. Open Communication: A true partnership approach fosters open communication from the C-suite to frontline agents. It also provides retailers control over the customer experience they envision while offering thought leadership with digital and human capabilities to bring the retailer’s vision to life. Through open discussions on weekly calls with retail clients, iQor teams foster honest, direct, respectful, and effective communication to keep all program aspects on track.

4. Agility: The ideal BPO partner can pivot on a dime and respond to situations that might require workforce management shifts, staffing, or a move to another channel for service delivery such as chat, SMS, social media, etc. A partner that maintains focus on your business goals with a willingness to adapt quickly to fluid situations is one you want on your side.

5. Ongoing Training: A successful outsourcing relationship involves a partner committed to investing in their workforce through ongoing training and coaching. Through interactive training such as that provided through iQor’s active learning classrooms, frontline agents can engage meaningfully with material to quickly reach proficiency and deliver consistently excellent service. 

A true BPO partner is always listening. A relationship based on trust forms the foundation of a successful outsourced customer experience that delivers on KPIs and improves the bottom line. At iQor, our goal is to consistently meet or exceed our retail clients’ KPIs, creating smiles for our clients and for the customers we serve on the frontlines. We use digital technology where it matters most to engage retail customers in their channel of choice.

How to Prepare for a Successful Partnership With a BPO

We stand by our retail partners every step of the way to guide them through the outsourcing process. Our executive and operations teams are accessible, and our inter-departmental industry-savvy New Program Implementation Team makes for a smooth transition to outsourcing. Here are a few tips to help you prepare for a successful and long-lasting BPO partnership.

Define Objectives: Clearly outline and communicate the specific objectives and goals you want to achieve by partnering with a BPO. Whether it’s improving customer support, reducing costs, or expanding operations, having well-defined objectives is crucial.

Assess Current Processes: Evaluate your existing internal processes to identify the areas that you can outsource. Determine which processes are well-defined and those that need to be updated and improved.

Budget and Cost Analysis: Prepare a comprehensive budget and cost analysis of your current CX delivery systems. Plan to discuss the financial implications of outsourcing, considering both short-term and long-term costs and savings.

Risk Assessment: Assess your current potential for internal risks associated with CX delivery, such as data security, compliance, and quality control. Prepare to discuss how a zero-trust approach to data security, such as iQor’s, addresses threat risks.

Identify Key Metrics: Define key performance indicators (KPIs) and metrics that align with your business objectives to measure the success of the partnership.

Cultural Fit: Prepare to discuss the BPO’s approach to align with your company’s culture and values. A shared understanding of your brand’s identity will lead to a successful partnership.

Compliance and Legal Considerations: Plan to review legal and compliance requirements associated with outsourcing in your industry and/or location to ensure iQor’s compliance with these regulations.

Requests for Proposals (RFPs): Create a detailed Request for Proposals to solicit bids from potential BPO partners. Include your requirements, expectations, and evaluation criteria in the RFP. Prepare to meet with iQor to review a custom response to your RFP.

Due Diligence: Conduct thorough due diligence on potential BPO providers you’re considering. Consider their track record in retail, their experience, client references, and financial stability. Arrange to visit their facilities to meet the leaders in the trenches along with the people on the frontlines of service delivery.

Contract Negotiation: Prepare to engage in contract negotiations to ensure that the contract outlines roles, responsibilities, service levels, and dispute resolution mechanisms to your satisfaction. 

Transition Plan: Collaborate on a comprehensive transition plan that outlines how the transfer of processes and responsibilities will occur. This should include a timeline, training, and communication strategies. 

Change Management: Coach your internal teams on the changes outsourcing may bring. Provide training and support to employees who will work with your BPO partner. 

Communication Strategy: Establish effective communication channels and points of contact with the BPO. Ensure open and transparent communication to address any issues promptly. 

Performance Monitoring: Collaborate on a system for monitoring the BPO’s performance on agreed-upon KPIs. Regularly review and discuss performance and make adjustments as needed. 

By thoroughly addressing these internal and strategic considerations, retailers can lay the foundation for a successful partnership with a BPO. This preparation ensures alignment with your business objectives, efficient operations, and the results you seek in a CX outsourcing partnership

Experience the iQor Difference

iQor is an award-winning managed services provider of digitally enabled business process outsourcing (BPO) solutions trusted by global brands. We understand the unique opportunities available to retailers and are ideally suited to help brands create exceptional customer experiences throughout the ebbs and flows of each season. iQor offers a comprehensive suite of BPO full-service and self-service scalable offerings that are purpose-built to deliver enterprise-quality CX. We provide strategic thought leadership, competitive pricing, performance excellence, attractive geos, and talented teams to meet demand and deliver differentiated customer experiences at the best value in the industry.

Our award-winning CX services include:

  • A global presence with 40+ contact centers across 10 countries.  
  • A CX private cloud that maximizes performance and scales rapidly across multiple geographies on short notice.  
  • A partnership approach where we deploy agents and C-level executives to help maximize your ROI.  
  • The perfect blend of intelligent automation for scale and performance coupled with an irresistible culture comprising people who love to delight your customers.  
  • Virtual and hybrid customer support options to connect with customers seamlessly, when and where they want.  
  • The ability to launch a customer support program quickly, even when you need thousands of agents ready to support your customers.  
  • A best-in-class workforce management team and supporting technology to create a centralized organization that can better serve your entire business.

iQor helps brands deliver the world’s most sought-after customer experiences. Interested in learning more about the iQor difference? If you’re ready to start a conversation with a customer experience expert, contact us to learn how we can help you create more smiles. 

John Swain is vice president of account management, retail at iQor. Connect with John on LinkedIn.