Drive performance and growth

In the financial sector, experience drives advantage. Our platform optimizes operations, boosts loyalty, and supports your goals with solutions for complaints, customer feedback, and journey optimization.

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XM for Financial services

Empowering financial services with data and technology to create personalized, meaningful experiences.

Banks
  • Boost brand awareness, product adoption, and customer loyalty with market insights and feedback.
  • Identify high-value customer segments to drive cardholder awareness, adoption, and usage.
  • Scale customer experience programs by gathering feedback across all channels and taking action.
  • Quickly pressure-test new products and services with market research insights in as little as an hour.
Insurance companies
  • Stay agile and adapt to industry trends like digital innovation while strengthening brand trust.
  • Monitor customer responses to broader industry shifts to stay ahead of market trends.
  • Optimize marketing efforts by tracking service quality, trustworthiness, and key brand health attributes.
  • Leverage customer experience insights to increase customer lifetime value.
Wealth and investment management
  • Drive growth and develop products consumers love with market and customer insights.
  • Stay informed with real-time data on market trends and your brand's competitive position.
  • Test new concepts and messaging to boost consumer awareness and adoption.
  • Use tools like MaxDiff to identify and prioritize the most valuable product features.
Collect Feedback

your most unhappy customers are your greatest source of learning.

  • Focus on delivering what your customers value most.
  • Listen carefully to what your customers tell you.
  • Understand, focus on improvements, not measurements.
  • Act on that feedback and show you’ve taken action.
  • Build upon your success
Advanced Tools

Zourx helps speed up and increase the effectiveness of communication with customers and auditors, avoid wasting time, and improve the accuracy and accuracy of responses.

  • Identify triggers that present other products or services to become their preferred financial services provider. Keep in touch with customers and determine what they need.
  • Make the best use of data using our smart reports that are known for their exceptional flexibility, simplicity, and customizability.
Try Zourx Employee Experience templates

Advanced measurement surveys designed to create thriving workplaces

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Branch Service Survey

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Bank Customer Service Survey

This quick and simple survey collects feedback from customers following an in-person, onl...

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