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Welcome to M&T. We look forward to serving you. A guide to your personal accounts. 2 Tables of Contents Customer Highlights 37 A brief summary of what you can expect as a result of the transition

How to fill out customer highlights

How to fill out customer highlights:

1. Identify the key aspects: Start by identifying the key aspects that you want to highlight about your customers. These could be their achievements, success stories, unique features, or any other relevant information that showcases their value.
2. Gather the necessary data: Collect all the necessary data about your customers to fill out the highlights. This can include information from sales and marketing teams, customer surveys, testimonials, case studies, or any other relevant sources. Make sure to gather accurate and up-to-date information.
3. Craft engaging narratives: Once you have the data, craft engaging narratives for each customer highlight. Use a storytelling approach to make the highlights more compelling and relatable. Highlight the challenges your customers faced, how they overcame them, and the positive impact your product or service had on their success.
4. Provide relevant details: In each customer highlight, provide relevant details such as the customer's name, their industry or niche, the specific product or service they used, and the tangible results they achieved. Including these details adds credibility and makes the highlights more informative.
5. Use visuals: If possible, include visuals such as photos or videos to accompany the customer highlights. Visuals can help bring the stories to life and make them more engaging for your audience.

Who needs customer highlights:

1. Sales teams: Customer highlights can be a valuable tool for sales teams to showcase the success of previous customers. By sharing these highlights with potential leads, sales teams can create a sense of trust and credibility, ultimately driving more conversions.
2. Marketing teams: Marketing teams can leverage customer highlights in their campaigns, content, and social media to demonstrate the value and benefits of their products or services. These highlights can serve as powerful testimonials and social proof to attract new customers.
3. Product development teams: Customer highlights can provide valuable insights for product development teams. By understanding how customers are using their products and the specific results they achieved, product development teams can improve and tailor their offerings to better meet customer needs.
4. Customer success teams: Customer success teams can utilize customer highlights to showcase the success stories of their clients. By sharing these highlights, they can motivate and inspire other customers, while also building a sense of community and loyalty.
5. Potential customers: Lastly, potential customers can greatly benefit from customer highlights. These highlights provide social proof and real-life examples of the impact your product or service can have. By showcasing the success stories of previous customers, potential customers can gain confidence in your offerings and feel more inclined to make a purchase.

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What is customer highlights?

Customer highlights are a summary of key information about customers.

Who is required to file customer highlights?

Certain businesses are required to file customer highlights as per regulatory requirements.

How to fill out customer highlights?

Customer highlights can be filled out by providing relevant customer information in the designated form.

What is the purpose of customer highlights?

The purpose of customer highlights is to provide a concise overview of customer data for regulatory compliance.

What information must be reported on customer highlights?

Customer highlights typically include customer demographics, account information, and transaction history.