Financial Services

Create relationships that last

Co-create with your customers to develop financial products and services that resonate with target segments.

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Why you need to get closer to your customers?

It’s no surprise that positive customer experiences influence 75% of customer decisions in banking. Sadly, 59% of all consumers feel companies have lost touch with the human element of customer experience (source: Future of CX Report, PwC, 2018).

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Why financial services providers choose Potentiate

Innovate & co-create
Innovate & co-create

Adopt a customer-centric approach to innovation by co-creating with your customers

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Improve customer experience
Improve customer experience

Improve customer satisfaction & loyalty and diagnose & manage pain points.

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Integrate data for 360 view
Integrate data for 360 view

Get a more complete view of what is going on in your business (& outside it) by connecting multiple data sources to give a single view… customer, market, employee, operational & financial data

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Enhance partner relationships
Enhance partner relationships

Create enduring relationships with partners using a systematized approach for two way feedback.

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Are you ready to get closer to your customers?

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75%

It’s no surprise that positive customer experiences influence 75% of customer decisions in banking

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59%

59% of all consumers feel companies have lost touch with the human element of customer experience. Now that’s sad.

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Source: (Future of CX Report, PwC, 2018)

You'll be in good company

Bendigo Bank
People's Choice Credit Union
Toyota Finance
Westpac
Suncorp
ANZ
Accenture
IAG
ING
MyState Bank
Zurich
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HX Connect

HX Connect is an action-based program that reveals any issues your customers are experiencing, identifies painpoints to improve and celebrates what you’re doing well.

HX Community

We’re insight community experts.  HX Community can make you one too.

HX Engage

Harness the people power within your organisation, improve employee engagement and, in turn, deliver great customer experiences with HX Engage.

HX One

Integrates all your business-critical information in one place. Live, dynamic, interactive. Making informed decisions in your business just got a whole lot easier.

HX Hub

HX Hub is the simple but smart solution for storing all your files. All your research, reports, images and video files are kept safe, but within easy reach. It’s the place your information calls home.

Contact us today for a consultation and demonstration.

Book a Demo
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Book a Demo
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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You'll be in good company

Bendigo Bank
People's Choice Credit Union
Toyota Finance
Westpac
Suncorp
ANZ
Accenture
IAG
ING
MyState Bank
Zurich
Blue Curve Background Graphic
Blue Curve Bottom graphic
HX Connect

HX Connect is an action-based program that reveals any issues your customers are experiencing, identifies painpoints to improve and celebrates what you’re doing well.

HX Community

We’re insight community experts.  HX Community can make you one too.

HX Engage

Harness the people power within your organisation, improve employee engagement and, in turn, deliver great customer experiences with HX Engage.

HX One

Integrates all your business-critical information in one place. Live, dynamic, interactive. Making informed decisions in your business just got a whole lot easier.

HX Hub

HX Hub is the simple but smart solution for storing all your files. All your research, reports, images and video files are kept safe, but within easy reach. It’s the place your information calls home.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

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