Customer Journey Management for Banking and Wealth Management

Customer Journey Management for Banking and Wealth Management

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BENEFITS

Harness the power of customer journey management to accelerate digital transformation, deepen relationships and increase client satisfaction

Increase Revenue per User

Boost customer acquisition

Optimize omnichannel banking and investment experiences to accelerate growth

share of wallet

Expand Share of Wallet

Monitor and act on client behavior in real time to maximize account value and improve cross-sell

Reduce Churn Icon

Improve Retention

Uncover and improve poor experiences that lead to attrition, so you can retain your best clients

Reduce cost to serve

Find and remove roadblocks that frustrate clients and increase costs

BENEFITS

Harness the power of customer journey management to accelerate digital transformation, deepen relationships and increase client satisfaction

Increase Revenue per User

Boost customer acquisition

Optimize omnichannel banking and investment experiences to accelerate growth

share of wallet

Expand Share of Wallet

Monitor and act on client behavior in real time to maximize account value and improve cross-sell

Reduce Churn Icon

Improve Retention

Uncover and improve poor experiences that lead to attrition, so you can retain your best clients

Reduce cost to serve

Find and remove roadblocks that frustrate clients and increase costs

Journeys are the Key to a Frictionless Customer Experience in Banking

Your client’s relationship with your bank is formed by her experience on the journeys she takes to achieve her personal financial goals. From onboarding and bill payments to account maintenance and money transfers, customer journeys aren’t confined to a single product or touchpoint.

It’s no longer enough to analyze individual interactions within specific lines of business like credit cards, lending and investments. The world’s largest banks rely on Pointillist to optimize omnichannel journeys by measuring journey performance, identifying underperforming journeys and prioritizing them for improvement.

Use Case Icon

“Excellent client experience means connecting the firm end to end and getting every single person to understand how the work they do impacts the experience.”

CHIEF CLIENT OFFICER
TOP 5 U.S. BANK

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“We’ve found banks increasingly finding success with “at scale” transformation efforts. These efforts define the bank as a series of customer journeys that can be reimagined and applied across functions and the organization as a whole.”

SENIOR PARTNER
McKINSEY & COMPANY

MK logo

Ensure Digital Transformation Programs Increase Client Satisfaction

Customers most often leave their bank because they are unhappy with their current experience. Yet most financial institutions track interactions rather than journeys, so they are unable to make the connection between a poor exchange and overall satisfaction. To remain competitive, banks need to create digital experiences that improve financial health, anticipate future needs and exceed expectations.

From the adoption of contactless payments to digitizing mortgage applications, digital innovation is accelerating across the banking industry. Leading firms use Pointillist to harness the power of customer journeys to speed transactions, improve experiences and ultimately increase client satisfaction.

Use Case Icon

Ensure Digital Transformation Programs Increase Client Satisfaction

Customers most often leave their bank because they are unhappy with their current experience. Yet most financial institutions track interactions rather than journeys, so they are unable to make the connection between a poor exchange and overall satisfaction. To remain competitive, banks need to create digital experiences that improve financial health, anticipate future needs and exceed expectations.

From the adoption of contactless payments to digitizing mortgage applications, digital innovation is accelerating across the banking industry. Leading firms use Pointillist to harness the power of customer journeys to speed transactions, improve experiences and ultimately increase client satisfaction.

Use Case Icon

“We’ve found banks increasingly finding success with “at scale” transformation efforts. These efforts define the bank as a series of customer journeys that can be reimagined and applied across functions and the organization as a whole.”

SENIOR PARTNER
McKINSEY & COMPANY

MK logo

Increase Trust, Boost Loyalty and Expand Wallet Share

Client experience is highly correlated with share of wallet. Whether your customer is applying for an auto loan or resolving a bill payment issue, delivering a seamless experience across products and channels drives loyalty and increases share of wallet. By fostering a positive customer experience, you are more likely to differentiate your institution and build loyalty.

Leading banks and wealth management firms deliver personalized insights to help clients understand the state of their finances and make better financial decisions. They rely on Pointillist to improve retention and increase share of wallet by monitoring client behavior across channels and engaging with each client in real time within the context of their unique financial journey.

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“With the use of analytics and AI, we should be able to not only help chart [our client’s] course to reduce debt, but as they make decisions along the journey, help them see in real time what the impact would be on their plan.”

CHIEF INNOVATION OFFICER
TOP 3 U.S. BANK

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Free eBook

Journey Management 101 for Financial Services

customer journey mgmt ebook

Free eBook

Definitive Guide to Journey Analytics for Financial Services

definitive guide to journey analytics in banking

Free eBook

Ultimate Guide to Journey Analytics Use Cases in Financial Services

journey analytics use cases in banking

Ready to Harness the Power of
Customer Journey Management for
Banking and Wealth Management?

Ready to Harness
the Power of Customer Journey Management
for Banking and Wealth Management?

request a demo