Finance2019-05-01T13:52:05+02:00

Finance Industry

Customer Experience in the Finance Industry

Talk to us

Digital customer experience in the finance industry

Competition in the finance industry is ever-increasing and with that, customer expectations of online experiences change fast. WUA gives you the actionable insights to you need to adapt your digital experiences for your clients to be. Stay ahead in the race against the competition by implementing best practices across the global finance industry.

customers

How WUA can help you lead the finance digital experience

  • Learn why customers choose to take out a mortgage, credit card or personal loan from you. And why they don’t. Better yet, we make sure you’ll get them as a customer next time.

  • Align your teams around the customer. We make sure your internal teams are aligned and focused to provide world class digital experiences.
  • Turn your new clients into loyal customers for life. Through benchmarking self-service web and app portals, we ensure customers can find the answers they’re looking for.

Benchmarked Journeys in the Finance Industry

The digital marketing landscape is ever-changing, that is why every journey in the finance industry is benchmarked at least every 6 months. For each study between 200 and 400 respondents are asked to either look for a mortgage, payment or savings account, personal loan or choose where they take out a credit card. In these online orientation studies, consumers are free to choose through which company they would open the account or get the product.

  • Credit Card
    How do customers experience your website and those of your competitors when searching for a credit card?

  • Investment
    How do customers experience your website and those of your competitors when searching for a way to invest their money?

  • Loan
    How do customers experience your website and those of your competitors when looking where to take out a loan?

  • Mortgage
    How do customers experience your website and those of your competitors when searching for a mortgage?

  • Payment Account
    How do customers experience your website and those of your competitors when looking for a place to open a payment account?

  • Savings Account
    How do customers experience your website and those of your competitors when looking for a place to open a savings account?

Results & Insights

View the latest results and insights from our most recent studies in the finance industry.

Load More Posts

Energize all teams

What could a Digital CX study mean for you?

Are you wondering how you can improve the conversion of your website compared to your competitors? So more customers will choose you? Then take a look at the WUA Digital Sales Scan.

WUA doesn’t just study your website, we also look at the websites of your competitors and the best websites in the sector. This way, you will get a direct and honest idea of where you stand in your market, and which improvements will give the best return.

In our studies we utilize the renewed Digital Sales Scan. This scan is characterized by:

  • A minimum of 200 – 400 respondents selected by renowned panel providers.
  • In-depth funnel analysis: what do customers say about your website, the websites of your competitors, and the best websites in other industries?
  • A high predictive value where to increase conversion, thanks to the validated research design.
  • Detailed, clear, and practical research report, for better internal understanding and support.
  • Practical, concrete actions to increase the conversion of your website based on your customers’ perspective. This approach is the only way to know with certainty what you need to do to increase your conversions.
Talk to us

A selection of our clients in the finance industry

Finance Clients 2018

Let’s Talk!

We are ready to help you become and stay the best in the digital arena.

Contact us