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The Roadmap for Banking CX: How to Skip the Guessing Game

Customer Experience (CX) has emerged as a determining factor in whether a financial institution can outshine its peers. Learn more in this webinar.


What makes a bank or credit union better at CX?

With the pandemic accelerating changes in borrower and depositor behaviors, financial institutions are investing heavily in the people, processes, and technology to provide a differentiating experience. And customer experience (CX) has emerged as a determining factor in whether a financial institution can outshine its peers.

In this webinar, Total Expert and The Financial Brand report on the results of a study on more than 200 financial institutions, sharing their firsthand experience at upgrading customer experience for retail banking and the strategies that correspond with higher levels of CX maturity.

What You’ll Learn:

  • How other financial institutions are investing in customer experience
  • What challenges they’ve faced as they upgrade
  • Which customer engagement strategies are used by more mature CX organizations
  • What banking products correlated to success and measurable growth
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