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Why Now is the Time for Financial Services to Invest in Customer Experience

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Banking & Financial Services Trends for 2023

Why Now is the Time to Invest in Customer Experience (CX)

As banking continues to expand more into the digital realm, how can financial industry leaders set themselves apart in 2023? 

The answer lies within your customer experience. Don’t believe us? Just listen to the research: 

According to a recent study, financial institutions that lead in CX have “higher recommendation rates, a higher share of deposits, and a greater likelihood that customers will increase their portfolio of new products and services from their bank.” On the other hand, they also found that financial institutions that don’t deliver on customer experience “risk losing up to 12.5% of their share of deposits.” 

In this guide, we share unique industry insights, studies, and expert tips on boosting your financial services CX. Download for free to see 2023 trends and learn why leading brands are investing more in CX programs.

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