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Customer Experience Management in Financial Services

Innovate with customer focus

Develop innovative financial products and applications with top-notch user experience to ensure customer loyalty and longevity in a world of disruption.

Why Financial Services Providers Choose Alida Customer Experience Solutions

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Customer-Focused Digital Transformation

Inform, prioritize, and scale digital transformation initiatives based on deep and targeted customer insights for true value creation

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Innovate and Co-Create Products

Identify and place customers’ unique needs at the core to create products with customers, not for them

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Enhance digital experiences

Uncover customers’ preferences, behavior, and motivation to simplify and personalize digital experiences and in turn boost customer satisfaction

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Contextualize existing customer data

Augment the data in your system of record with hard-to-reach customer insights that contextualize existing data

Overview

Activity Templates

Financial Services Customer Experience Solution Overview

Alida’s financial services industry solution offers curated, banking-specific survey templates that can be easily customized and used to collect customer feedback on banking products as well as experiences delivered across customer journeys.

Alida-FinServ-templates-1Activity Templates

  • Learn from your customers about their experience opening an account to fix process gaps and establish a strong relationship right from the start.
  • Test new product concepts and features, product names and value propositions with customers as you introduce new banking products to keep pace with evolving market needs.
  • Collect meaningful and actionable beta testing feedback from customers to position your product for successful launch.

You're in Good Company

Customer Experience in Banking

Bendigo Bank, Australia’s fifth largest retail bank, transformed how it uses insights to keep pace with customer expectations. Truly customer first, Bendigo Bank leverages insight from its miVoice community to scale CX initiatives across products and services. Bendigo Bank has placed in the top spot on Forrester’s CX index three years in a row, with its online community contributing to that success.

 

The Alida Difference for Financial Services

With our unique, relationship-based approach, the Community platform enables financial institutions to:

Access hard-to-engage customers

Directly interact with thousands of customers in a secure online community, on demand, at scale, and in full compliance with regulatory requirements like GDPR and CCPA.

Collect continuous customer insights

Combine deep customer insight and broad customer feedback to make data-driven decisions in hours rather than days or weeks.

Provide context for existing discrete/siloed data

Connect feedback to existing customer data and diagnose actionable ways to increase customer satisfaction.

Align decision making around the customer

Create an open, centralized, and secure space so historical customer insights are available to decision-makers when they need them.

Financial Services Customer Insights Help You:

Accelerate Innovation

Improve Customer Satisfaction

Drive Revenue Growth

Accelerate Innovation

Co-create and test product concepts with highly engaged, well understood customers.

Clydesdale & Yorkshire Bank used rapid insights gained through their insights community to launch a new digital banking app geared at a younger digital savvy customer. They have a 20% response rate within the community (vs. a historic 3%) and have reduced research costs.

Improve Customer Satisfaction

Diagnose sources of dissatisfaction and align action with better understood customer segments.

Bendigo Bank, Australia’s fifth largest bank uses insights to keep up with customer expectations and test/scale CX initiatives. Based on insight from their community members around pain points in their banking process, they made changes that led to 79% faster customer service. Similarly, they saw a drop in complaints about phone queues of 90%.

Drive Revenue Growth

Develop and align relevant services and offers with customer needs to fuel business growth.

AIA Singapore has developed an innovative suite of financial products and services informed by insight gained through their AIA360 community. Leveraging this insight has allowed them to achieve a 40% YOY increase in revenue from AIA’s Retirement Saver products, increase digital traffic on Vitality mobile app by nine times, and also achieve a three-point increase in NPS.

Secure & Compliant Financial Services Solution

Our platform is delivered as a cloud-based, multi-tenant, Software as a Service (SaaS) application accessed by members via a web browser. No software or add-ons are installed on any computers. Our many customers within the financial services industry rely on Alida because of our dedication to their data security and privacy needs and the controls we have in place to support them.
Security Data Sheet

GDPR-icon

GDPR Ready

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CCPA Ready

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SOC2 Compliant

Uncover Agile, Actionable Insights

Learn how Community's relationship-based approach progressively profiles the customer at every interaction producing richer customer insights.

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Alida is a Community Research platform that helps the world's biggest brands create highly engaged research communities to gather feedback that fuels better customer experiences and product innovation.