Customer experience in banking & financial services

With fintech threats, regulatory risk, cybersecurity concerns and AI advances increasing the pressure to personalize and innovate products and services, it’s little wonder customer experience in banking and financial services is in a serious state of flux. But with our approach to technology integration, data management and capturing customer insights to deliver a true competitive difference, we can help you bank on customer loyalty.
76%
of consumers will switch banks if they find one that better fits their needs
(Source)
69%
of customers would pay more for a better banking experience
(Source)
Just 26%
of consumers are satisfied with their bank’s customer service
(Source)
Only 29%
of banks recognize boosting CX is the only way to remain competitive
(Source)
Build safer, secure and innovative financial experiences
Develop trust with data and insights
Only 21%
of banking customers are fully satisfied with their institution’s personalization efforts
(Source)
Are your systems holding back your CX?
Data should drive decision making, provide customer insights, shape new products and form the foundation for AI adoption. But not if it’s being held back by your existing operations systems and technology stack.
We can help you eliminate silos, break bottlenecks and elevate operations so every customer insight is captured, in real time, and used to improve every aspect of your CX.
Know when to offer a new product, how to spot when a customer is ready to leave — and what to do to win them back — and how to distinguish a genuine connection from attempted fraud.
How we help
- We’re global leaders in turning CX data into actionable insights
- Certified for all forms of data protection and regulation across countries
- Voice analytics to combat fraud and social engineering
Digital customer experience transformation
33%
of BFSI brands believe they will need to outsource to address future skill gaps
(Source)
Fast, effortless, scalable CX
Today, in financial services, convenience is king. Features and services that address pain points and friction on the customer journey and reduce customer effort are key to building long-term customer relationships.
The right combination of AI and automation will simplify the provision of round-the-clock assistance while delivering a real return on investment as it lowers the cost to serve. Rise above the noise of competitors by creating breakthrough customer experiences that are consistent across channels.
How we help
- A digital-first approach to CX design ensures a real ROI
- Omnichannel CX that’s consistent and drives customer satisfaction
- Combine the right voice and non-voice capabilities for a truly human-centric experience
Insights
Related Certifications



Without data, CX management in banking and financial services is outdated
Understanding your customers’ wants, needs, and concerns, and using this information to speak to them as individuals, is how you earn loyalty and shape a CX that can cut through the competition. With your data and our expertise, we can innovate together to build your customer base and bottom line.
60+
financial brands count on us
19,800
associates dedicated to your industry
36 NPS
banking and financial services customers
45
delivery countries
Types of services or lines of business
Card services
- Account inquiries and maintenance
- Card replacement
- Customer service
- Disputes and escalations
- New accounts
- Risk and fraud management
- Payment processing
- Technical support (web and app)
Retail banking
- Account inquiries and maintenance
- Customer service
- Online support
- Fee inquiries, disputes and escalations
- Fraud management
- New account acquisition
- Sales and upselling
- Credit card assistance
Lending and financing
- Account inquiries and maintenance
- Back office
- Customer service
- Early-stage collections
- Payment processing
- Underwriting
Payments and fintech
- Collections
- Customer service
- Fraud services
- Verification and compliance
- Online mobile banking support
- Technical support (web and app)
Brokerage services
- Account inquiries
- Customer service
- Back office
- Sales (FINRA-licensed agents)
- Technical support
- Information and application support