Five CX Trends to Watch in Financial Services

Key trends shaping the quest to build customer loyalty and increase lifetime values in financial services

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Providing excellent customer experiences is integral to both customer retention and creating new business opportunities for financial services (FS) companies. With more than 80 per cent of the FS experts in CX Network’s Global State of CX 2021 research noting that customers are more willing than ever to switch in reaction to bad customer experiences.

FS providers ignore customer experience – and its retention benefits – at their peril. The fallout includes reputational damage, loss of business, and poor staff retention – all of which negatively affect profits.

In this CX Network eBook, we explore the top five CX trends within FS as voted for by a panel of CX experts from across a range of industries.

Download this content to: 

  • Discover the top five trends to watch in financial services when building customer loyalty.
  • Access insights from the likes of the European Financial Management Association, Natwest, Sterling National Bank and PayPal.
  • Understand Infobip's tips on balancing digital experience innovation with compliance.
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