How execution impacts customer trust in finance

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Summary

In finance, “how-execution-impacts-customer-trust” refers to the way reliable, consistent actions—like delivering on promises and adapting to challenges—shape customers’ feelings of trust in a financial provider. It’s not enough to sign a contract or complete a project; trust is built and maintained through ongoing, thoughtful execution and responsiveness to customers’ needs.

  • Show consistency: Regularly follow through on commitments and respond to issues promptly, so customers know they can count on you.
  • Prioritize experience: Make customer needs and feedback central to your process, ensuring solutions are easy to use and genuinely helpful.
  • Adapt and resolve: When problems or changes arise, address them directly and transparently rather than glossing over or ignoring them.
Summarized by AI based on LinkedIn member posts
  • View profile for Sarah Kiley

    Chief Sales Officer @ ChurnZero | Scaling Revenue & Teams with Strategy, Grit & Heart | Sales Runs in My DNA—Even My Girl Scouts Know How to Close a Deal 🍪

    3,873 followers

    “You’re the one who closed it. You’re the one who owns it.” That’s what I was told after closing my first seven-figure enterprise deal—into a market our company had never sold into before. I assumed there’d be a handoff. Instead, I became the face of the partnership. Onboarding. Product delivery. Executive alignment. Renewal strategy. All of it. We had committed to roadmap work and new workflows. Expectations were sky-high, and we were building as we went. There was no process for handling escalations. So I wrote one. There was no precedent for how to communicate when we missed. So I set the tone. I remember one of our first post-sale calls. The customer asked me to send a recap. I had taken notes—but I hadn’t expected to be the one sharing them. That moment reshaped my thinking. In the post-sale phase, the expectations aren’t lower. They’re higher. The details matter more. And how you follow through becomes the measure of trust. Then came the moment I’ll never forget. At the customer’s annual conference, one of their daily users approached me during a happy hour with a list of concerns. I listened, acknowledged, and promised to follow up. She kept going—not because she didn’t believe me, but because she needed to believe someone would act. That’s when her CEO stepped in and said: “If Sarah says she’ll follow up, she will. I’ve seen it firsthand—she delivers.” That moment stayed with me. Because trust may begin in the sales cycle, but it’s earned through execution—especially when things don’t go according to plan. Years later, at another event, a different end user from that same customer came up to me and said: “Thank you. What we’re doing together is making a real difference in people’s lives.” I managed that relationship for over a decade. What started as a new market experiment became a flagship account and a defining chapter in my career. Here’s what I’ve learned: * Set the tone early. The way you show up during the sales process shapes how customers experience everything that follows. * Think long-term. It’s not just about the close. It’s about building value that compounds over years. * Own the outcome. When issues arise, don’t deflect—lead. Be the steady voice that drives solutions. * Build trust that lasts. Trust is earned through consistency. Deliver on what you say, especially when it’s hard. Because the best sellers don’t just hit quota. They lead. They deliver. They become the reason customers stay.

  • The checkbox is complete. But the trust is gone. Three months after go-live, I'm sitting across from a project manager who's confused. Her ServiceNow implementation hit every milestone. "We delivered on time and under budget," she said. I looked at the portal analytics. The usage graph was so flat it looked like a heart monitor after... well, you get it. "So why is adoption at 3%?" I asked. She pulled up her project plan. Every checkbox ticked: Requirements ✓ Configuration ✓ Training ✓ Go-live ✓ Flawless execution. Complete failure. The truth emerged in the break room, where honesty lives. Coffee chat with employees. "Oh yes, I remember that mandatory training during month-end close" one accountant laughed. "I logged in, muted it, and kept working." "The portal?" An engineer shrugged. "Took me 20 minutes to find the right form. My Excel sheet takes 2." "They asked for our input," someone from procurement added. "Then built exactly what IT wanted anyway." The project team had celebrated with cake and LinkedIn posts. Even won an internal innovation award. Meanwhile, employees had already built three different workarounds. The trust account wasn't just empty - it was overdrawn. Because here's the thing about trust in GBS: You don't lose it when systems fail. Systems fail all the time. People understand that. You lose it when you pretend a failure is a success. When you force training during their busiest week. When you measure everything except whether you actually helped anyone. When you declare victory while they're drowning in your "solution." Organizations burn through millions in "successful" implementations. Each one adding another layer of scar tissue. Another reason to resist the next change. Just flip the script: - Co-design with employees, not for them - Pilot with volunteers, not prisoners - Measure trust alongside timelines - Fix what broke people, not processes Implementation delivers checkboxes. Experience delivers believers. Your next project will succeed on paper. But will anyone trust you enough to use it? 💡 Trust is your most expensive asset. One careless implementation can bankrupt it. 🔥 Prioritize experience. What's the trust balance in your organization right now?

  • View profile for Kunal Mehra

    Co-Founder President and Co-CEO at Table Space

    6,791 followers

    Trust isn’t built on contracts, it’s earned in execution. Clients don’t stay because a deal was signed. They stay because when they needed speed, you moved quickly. When complexity arose, you found solutions. And when expectations changed, you adapted and delivered with precision. In our world, trust is built through consistency. It’s built when everyday issues are handled with care. When someone shows up, responds, and resolves, without needing a reminder. That’s the real measure. For us, this is not a one-time approach. It’s how we operate daily, from onboarding to day-to-day service delivery. Because the promises made at the time of contract are only as strong as how well you meet a client’s needs, every day after. In a space where stakes are high, from timelines to compliance to experience — reliability and responsiveness are everything. That’s what separates a one-time transaction from a long-term partnership. This mindset has shaped how we build and operate every workspace. From the first conversation to the day-to-day operations, our focus has always been: do we show up consistently and deliver what we promised, or better? Because clients don’t just remember the space — They remember how it was brought to life. They remember how you showed up when things got challenging. They remember whether you listened, adapted, and followed through. That’s the real currency of trust in this industry. #commercialrealestate #clientpartnerships #executionmatters #trustbuilding #leadership #creindia #tablespace #workplacestrategy #growthmindset #managedoffices #realestateinnovation

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