Financial services
Resources for building best-in-class financial services CX.
Lessons from an AI success story—with XP’s Guilherme Kolberg
Hear how one of Latin America’s largest investment firms is leveraging AI to improve their customer experiences and already seeing results.
Latest stories
State of Financial Services CX 2023
Get the latest research and expert tips on how to create game-changing financial services CX in 2023.
Article
3 min read
How to use AI to cut customer service costs in financial services
Learn how to lower costs without sacrificing your customer experience.
Infographic
How to cut digital customer service costs in financial services
Tailor your customer service into tiers to reduce costs.
Article
9 min read
5 banking customer experience trends to consider for 2024
Banks that consistently optimize the customer experience grow faster. Here are trends and best practices to help guide your CX strategy—and drive customer relationships that last.
White Paper
Why financial institutions need to invest in personalization now
Here's how to scale support to serve customers efficiently, make the most of your customer data, assess your CX, and more.
Why financial services companies need to invest in CX now
In this guide, we explore how financial services companies can transform their CX while reducing costs.
1 min read
How financial services companies have modernized the customer experience
Once seen as an industry steeped in tradition and with little hands-on customer support, financial services…
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