The ultimate guide to optimizing digital experience on FinServ sites

Stop guessing. Start maximizing every digital interaction across your financial services site.

Financial services (FinServ) organizations face rising customer acquisition costs and shrinking attention spans. Every digital touchpoint now carries immense weight, meaning every drop-off is a missed opportunity. We'll show you how to turn every visit into lasting value by optimizing your digital experience and delivering seamless, personalized experiences that build trust.

Contentsquare is the all-in-one experience intelligence platform designed to be easily used by anyone who cares about digital journeys. 

To bring you the insights you need to succeed, we analyzed:

• 25.3 billion page views

• 7 billion sessions 

• 942 FinServ websites 

The insights from this report provide a comprehensive overview of the digital customer experience challenges and behavioral trends impacting Financial Services (FinServ) sites. This guide serves as your instruction manual for tackling these issues. It's built on insights from industry leaders and leverages Contentsquare's comprehensive platform to help you decode user behavior, build better experiences, and drive tangible business outcomes. Whether you're a Digital Banking Lead, a UX Lead, a Growth Marketer, or a Product Manager, this guide offers the actionable steps to empower your team.

🤝 Contentsquare: Your ally in digital experience optimization

This guide is your instruction manual for digital success. You’ll learn how to leverage intelligent insights to optimize the five key metrics that shape the FinServ customer journey: Traffic, Consumption, Frustration, Conversion, and Retention.

We’ll show you how to:

• 🔍 Attract high-value visitors: Drive high-quality traffic and focus your budget where it delivers the most value.

• ✨ Deepen engagement: Boost content consumption and user interaction to keep visitors exploring your offerings.

• ⚠️ Eliminate friction: Proactively monitor and solve subtle frustration points that cost you revenue.

• 🛒 Turn interest into action: Optimize every step of the funnel to convert visitors into customers.

• 💌 Build lasting loyalty: Predict behavior, prevent churn, and keep customers coming back to increase customer lifetime value (CLV).

Improving your Financial Services (FinServ) site is like fine-tuning a high-stakes trading floor. Every component, from traffic and engagement to conversion and retention, must operate with flawless precision to maintain compliance and maximize profit. Contentsquare provides the single source of truth to see every step of that journey, isolate where trust is broken, and bring your performance into alignment, ultimately maximizing customer lifetime value.