How Financial Services Companies Can Build User-First Experiences with an Omnichannel Dashboard

Financial service companies today have realized the importance of enhancing their customer experiences by making them user-first to meet the changing customer expectations. As the pandemic brought with it a lot of changes, customer expectations have changed and they now demand a personalized, omnichannel experience in the digital marketplace. They also expect financial service companies to provide them with an elevated user-first CX across all touch-points to make interaction with the brand much easier.

In fact, per Instapage, "88% of consumers shop where they receive personalized, cross-channel messaging, and customer satisfaction rates are 23x higher among brands with cross-channel strategies".

Amidst the changing expectations of today’s customers, financial service companies must find the right ways to reach out to larger audiences with a good omnichannel marketing approach coupled with the right, interactive dashboards. Here are more insights on the right strategies that these companies can adopt to deliver optimal quality user-first customer experiences to their customers.