White Paper
Roadmap to Meeting the Trust Imperative in FinServ
Trust is at an all-time low for financial services institutions (FSIs) — yet there’s never been a bigger opportunity to course-correct. What’s the hold-up? This white paper delves into common misperceptions and how FSIs can adjust their perspectives to rebuild trust.
- Do your customers trust you? Trust drives revenue. Forrester found that 93% of banking customers with high trust in their primary bank would recommend it to friends and family.
- While 51% of FSI leaders say they excel in providing a personalized experience, only 11% of customers agree that their bank anticipates their financial needs. Why?
- If you’re stuck in the misperception that you don’t know what your customers want, you likely do. It’s all about using the data you already have to create the personalized experience your customers crave.
- We’ve already invested in self-service, and it’s not working. You might be overlooking this one crucial aspect of building a self-service experience. (Page 10)
- We’re facing years of technical debt. But your personalization problem’s solution doesn’t have to happen all at once. We’ll explain more on page 7.
- We’re skeptical about AI. Only 4% of respondents to our survey told us they have enough resources to achieve the personalization benchmarks they’d set for themselves. That’s why AI is no longer optional, and why you should consider this solution. (Page 11)
For 17+ years, our customers have trusted us with their growth
