Industry Ebook: Medallia [Financial Services]

Here’s how Medallia can help financial services firms like yours to grow revenue by winning and delighting customers. In Real Life FINANCIAL SERVICES Convert and retain more customers. Proactively identify and engage with individuals most receptive to products and services. Improve digital customer experiences. Quickly identify and fix sources of friction and costly channel switching with real-time analytics and closed- loop workflows. Drive more cross selling and upselling. See how our partner Medallia tackles Increase conversions during buying and account challenges in the financial services industry. opening by acting on signals in the moment. From big-picture problems, to the specific needs of a bank CXO, Medallia has it covered. Medallia enables financial services organizations to capture, Aquire and retain top talent. analyze, and act on customer signals — direct feedback and Recruit highly engaged employees and support their interaction data from conversations in the branch and needs as they progress. contact center to interactions across the web, mobile apps and social media — and transform experiences across the omnichannel financial journey. Keep reading to learn more about how Medallia helps a bank CXO retain customers and evolve their experiences as their banking needs change.