White Paper

Meeting the challenges of modern CX in financial services

Published March 27, 2020
Last updated March 27, 2020

Building positive, long-term customer relationships has always been important to business success, and the methods for doing so are evolving quickly across industries. This is definitely the case for financial-services companies.

Clients are taking a more active role in managing their financial lives as compared to even a decade ago. More consumer products for managing retirement, investing, and personal finances are available, for one thing. Furthermore, finances can be an emotional and deeply personal topic, so it's no surprise that consumers want to be able to search for answers themselves, process that information, and then escalate from there to get more insight once they better understand the landscape. This calls for a unique customer experience that takes these variables into account.

This whitepaper is your guide, tailored to the unique needs of financial-services companies, helping leaders make smart, customer-focused investments for the future. In it, you'll find:

  • A detailed breakdown of the top 4 CX challenges to overcome
  • Actionable ways to future-proof your approach to CX
  • How you can use technology to impact customer experience
  • Vertical-specific analysis of how to approach these challenges as a financial-services company