
Customer Experience in Financial Services
For too long, customer experience (CX) has been casually defined rather than studied at the level of detail needed to achieve success. Today’s enormous CX gap provides significant opportunities for those focusing on granularity to understand and adopt an organizational accountability structure to support it. Innovation delivers a powerful ability to touch, mold, and drive every aspect of CX.
Key takeaways from our participation at the 2024 Financial Brand Forum conference include:
- The evolving role of the banker from mainly transactional to complex needs and advisory
- A customer engagement strategy across all five journey stages
- A science-based approach to customer experience
How can innovation drive customer experience? This white paper expounds on key takeaways and insights from the conference and outlines a plan for success.
Fill out the form on the left to download your copy.