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 finance companies choose Potentiate

Innovate & co-create

Innovate & co-create

Improve customer experience

Improve customer experience

Integrate data for 360 view

Integrate data for 360 view

Enhance partner relationships

Enhance partner relationships

Are you ready to get closer to your customers?

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

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

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You'll be in good company

BMW
Kenwood
Accenture
ABC
Bendigo Bank
George Weston Foods
Nissan
People's Choice Credit Union
Toyota

“We responded to a highly engaged and savvy customer group through TalkBank that validated and defined the design and pricing structure of the new product.”

John Tripodi
,
Head of Products
,
BankVic
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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.

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

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

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 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 free consultation and demonstration.

Book a Demo