Industry Insights Report:

The Fate of Finance:

12 innovation experts on how to future-proof your digital CX

Actionable advice & CX strategies from digital leaders in the finance & insurance industry

The global pandemic has made many banking, financial services and insurance companies wake up and acknowledge the requirement for a digital first strategy. To better understand what the next five years holds for the industry, we sat down with 12 digital innovators from leading brands to hear what they think lies ahead, their top concerns for the future and what they’re prioritizing today to build the stand-out digital experiences of tomorrow.

Get the report


In this report, you will gain access to:

  • The data-backed strategies top brands are using to improve their digital CX
  • How leading companies are transitioning from digital-first to digital-only
  • Actionable UX tips you can use to improve your digital experience today
  • Expert predictions for the future of customer engagement and retention
And more!

Featuring interviews with industry experts from top brands including…

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A glimpse inside:

“Consumer behavior is changing the way we work, the way we look at partners, and how we will look at contracts. In many ways, it's causing a fundamental shift in anything and everything that we were doing and we need to be ready for it.”
Suresh Balaji,
Chief Marketing Officer, HSBC Asia Pacific
"One specific challenge for financial services is that nervousness to use the term ‘digital only’ from digital-first. Hopefully, good experiences from the last year have helped reduce some of the fear of applying for something online"
Nathan King,
Testing, Personalisation and Experimentation Manager, CRO Squad at NatWest

Accelerating The Financial Services Digital Transformation

2020 jump started the long-overdue digital transformation period for the financial services industry. Teams shifted to remote work overnight and businesses were forced to adopt agile work strategies to keep up with changing customer behaviors and needs. Our experts dive into how the pandemic shaped their company’s digital transformations and how they plan to continue this new digital-first mentality into 2021 and beyond.


Expert Advice on Financial Services Website Optimization

Creating an exceptional customer experience starts with building a great UX the second a user lands on your website. Our guide includes tips and tricks for optimizing your financial service company’s website and mobile app to meet rising customer expectations and help your business stand out from the crowd.