Blog - Financial Services

  • 4 min read

    How good digital banking strategy impacts contact centers

    In modern banking, customer service encompasses a mix of digital banking strategy across channels, remote human interaction (contact centers), and traditional physical human interaction (branches). The industry has witnessed a shift from relying solely on branches to adopting more scalable service options, and now, all these elements must work in harmony. Contact centers have proven […]

    Fernando Moreno

  • 3 min read

    3 ways your banking customer journey is frustrating customers—and what to do about it

    Today, the biggest branch and storefront for a typical financial services (FinServ) company is its website. And what customers expect from digital, and from the digital banking customer journey, is convenience. The last thing they want from a digital experience is friction. Unfortunately, our 2023 Financial Services Digital Experience Benchmark report shows that over one in […]

    Jack Law

  • 5 min read

    5 strategies to improve the insurance customer experience

    It’s hard for insurance carriers today to offer stand-out products and pricing. But there is one area in which you can still really differentiate in Insurance: Customer experience. Historically a high-churn industry, Insurance is now more focused on nurturing customer loyalty and securing customer retention. As a result, carriers are all vying to provide the […]

    Jack Law

  • 5 min read

    3 killer customer retention strategies for banks and insurers

    Customer retention is one of the most urgent challenges facing financial services firms today. Consequently, customer retention strategies for banks and insurance providers are in high demand. Of course, customer retention has always been valuable. Returning customers cost less to serve, have a higher lifetime value and are more likely to refer new customers your […]

    Jack Law

  • 6 min read

    5 reasons to read our Financial Services Customer Experience Benchmark report

    With competition heating up in the Financial Services industry, the firms that differentiate and win in 2023 will be those that—with the help of an analytics solution—deliver amazing digital customer experiences. A great financial services customer experience (CX) can make a big difference to a firm’s bottom line. According to a recent Forrester report, a […]

    Jack Law

  • 7 min read

    4 tips for delivering on-the-money customer experiences for financial services from BlackRock

    4 tips to deliver on-the-money customer experiences for financial services from BlackRock APG’s Managing Director, Scott Roen At a time when economic uncertainty is rife, how can FinServ businesses continue to drive growth in 2023? One answer is to meet the growing customer demand for seamless self-service online experiences. How? By investing time and resources […]

    Contentsquare

  • 3 min read

    ICYMI: 3 experts share 5 ways BFSI brands can improve their CX

    Contentsquare and Kameleoon recently hosted a panel to discuss current digital and customer experience (CX) trends for banking, financial services and insurance (BFSI) companies. Retailers lead the pack when it comes to creating exceptional CX, but why is that? We sat down with industry leaders to discuss how financial services organizations can replicate those successes […]

    Delaney McDonald