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Bachelor thesis . 2021
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Administración del conocimiento en el sector financiero, habilidades para llegar al cliente

Authors: Plata Grajales, Jhovany;

Administración del conocimiento en el sector financiero, habilidades para llegar al cliente

Abstract

En la actualidad las empresas de servicio necesitan aumentar esfuerzos para fidelizar a los clientes, se plantean metas e indicadores con el propósito de medirse frente a la competencia, pero a veces, tener la información y entregarla a sus clientes no es suficiente para lograrlo, es necesario crear un ambiente cálido en la interacción con sus usuarios, generar confianza y conectar con sus emociones para que este no sientan que son parte de un número, sino que encuentren un aliado que estará con ellos apoyándolos en las diferentes etapas de su vida. Esto hace necesario que sus asesores estén capacitados para conectar con sus emociones, y que sepan generar empatía para que puedan así brindar una experiencia de cliente única, generando una diferenciación entre las empresas del mismo sector y ser un referente entre sus clientes, logrando una inclinación hacia el servicio que se está brindando. Con el siguiente trabajo, se le brindará al lector herramientas que le permitan generar un ambiente RAPPORT, ayudándolo a identificar sus diferentes emociones, generando un ambiente cálido en esa interacción diaria. Dos objetivos principales se buscan con el siguiente trabajo, brindar herramientas que les ayuden a conectar con esas emociones de los clientes, y segundo lograr que la empresa sea un referente en calidad y servicio frente a las empresas del mismo sector. Currently, service companies need to increase efforts to build customer loyalty, they set goals and indicators in order to measure themselves against the competition, but sometimes, having the information and delivering it to their customers is not enough to achieve it, it is necessary to create a warm atmosphere in the interaction with their users, build trust and connect with their emotions so that they do not feel that they are part of a number, but find an ally who will be with them supporting them in the different stages of their lives. This makes it necessary that their consultants are trained to connect with their emotions, and know how to generate empathy so they can provide a unique customer experience, generating a differentiation between companies in the same sector and be a reference among its customers, achieving an inclination towards the service being provided. With the following work, the reader will be provided with tools that will allow him to generate a RAPPORT environment, helping him to identify his different emotions, generating a warm atmosphere in that daily interaction. Two main objectives are sought with the following work, to provide tools to help them connect with those emotions of customers, and secondly to make the company a benchmark in quality and service compared to companies in the same sector. Tabla de Contenidos Tabla de Contenidos 2 Lista de tablas 2 Lista de figuras 2 Resumen 3 Abstract 3 Capítulo 1. Introducción 4 Capítulo 2. Programación Neurolinguistica PNL 5 2.1 Desarrollando competencias comunicativas 5 2.2 Que es PNL y como nos puede ayudar a interactuar con los demas 6 Capítulo 3. Las emociones 7 3.1 El contagio de las emociones 7 3.2 Empatía Vs Simpatía 8 Capítulo 4. Rapport 8 4.1 Que es el Rapport: Como generar Rapport con un cliente 8 4.2 Claves para crear un ambiente de confianza 8 4.2.1 Generar una buena primera impresión 8 4.2.2 Escucha activa 9 4.2.3 Coherencia entre el lenguaje verbal y no verbal 9 4.2.4 Utilizar un lenguaje accesible 10 4.2.5 Buscar intereses comunes 10 4.2.6 Estilo de clientes 11 Capítulo 5. Apoyo para formar a los asesores 15 5.1 Antes de la observación 15 5.2 Durante la observación 16 5.3 Después de la observación 17 5.3.1 Objetivos de la etapa tres 18 Capítulo 6: Conclusiones 19 Lista de Referencias 20 Lista de Figuras Figura 1. Por que cuesta tanto comunicarse.. 7 Figura 2. Comunicarse es.. 11 Figura 3.Estilos de clientes. 12 Lista de tablas Tabla 1 Observación, Formato para planear acompañamiento, Tabla 2 Durante la observación, Formato durante el acompañamiento, Tabla 3 Retroalimentacion, Formato para el desarrollo del plan de acción , Especialización

Country
Colombia
Related Organizations
Keywords

Emotion, Experiencia de Cliente, Emoción, ADMINISTRACION DEL CONOCIMIENTO, SERVICIO AL CLIENTE, Empathy, Customer Experience, INSTITUCIONES FINANCIERAS, Empatía, Rapport

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selected citations
These citations are derived from selected sources.
This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Citations provided by BIP!
popularity
This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
BIP!Popularity provided by BIP!
influence
This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Influence provided by BIP!
impulse
This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
BIP!Impulse provided by BIP!
0
Average
Average
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Green