Financial Customer Experience Management

In the financial sector, customer experience and service are key differentiators and can set your financial institution apart from the many available in your area. The Customer Experience Platform created and implemented by boostCX is designed to collect and analyze customer feedback for financial institutions and help you improve customer satisfaction and customer retention with your clientele – thereby improving the profitability of your institution.

This innovative customer experience platform by boostCX implements advanced technology to create a customizable and engaging customer service solution. The platform enables financial institutions to understand their customers better, respond to their needs promptly, and build stronger relationships – fostering customer satisfaction and customer retention. By improving the customer experience and service, financial institutions can not only retain their existing customers but also attract new ones, leading to improved business performance and growth.

Why Choose the boostCX Customer Experience Solution?

No matter what type of financial institution you represent – a commercial bank, credit union, investment bank, advisory service, mortgage company, savings and loan association, or brokerage firm – boostCX provides the tools that you need to better understand the wants and needs of your customer and adapt to the customer feedback to provide an unrivaled customer experience.

The boostCX Customer Experience Platform is a comprehensive solution designed to enhance the customer experience in financial institutions and a multitude of industries. It enables these institutions to collect valuable customer feedback through its Survey Feedback and Closed-Loop Alert Management system – a feature that ensures that any customer concerns are heard and acted on promptly, to improve customer satisfaction and retention.

Happy Customer Taking Check from a Bank Teller

Additional tools implemented by the boostCX platform include Actionable Insights and Text Analytics, which assist in the analysis of customer feedback to identify trends, patterns, and areas in need of improvement. The data-driven Performance Management system employed by boostCX allows financial institutions to make informed decisions that directly impact the customer experience. With the expansion of social media, the boostCX Social feature allows institutions to monitor and engage with customers on social media platforms and review sites, and enhance the customer experience by building strong customer relationships.

Choose boostCX

Gather Feedback.
Identify Trends.
Take Action.
Engage on Social Media.
Achieve Your Goals.

How Do the boostCX Features Work?

Survey Feedback and Closed-Loop Alert Management

This is the element of the boostCX platform that gathers customer experience feedback via a multi-channel solution that allows you to gain insight into the customer journey with your institution. Survey Feedback and Closed-Loop Alert Management provide you with the ability to create custom, branded, and multilingual surveys that can be implemented by a variety of channels and can be separated by responses, keywords, and survey scores.

Actionable Insights

Actionable Insights is a performance management feature that helps build structure around the customer feedback you have collected. The innovative feature provides access to role-based dashboards that help create a broader view of the customer experience and help build an outline of KPI trends, which can be integrated with KPI-based Scorecards. This element helps you organize the customer feedback provided to create a plan of action.

Bank Customer and Teller Shaking Hands

Text Analytics

Are you looking for a tool that can help you analyze customer feedback, identify trends, and highlight pain points in the customer journey? boostCX Text Analytics employs topic analysis to group customer responses into categories, detects and understands themes that matter to your customers, provides alerts based on customer feedback, and provides visual tools to help you better analyze the feedback you have received.

Financial Advisor Speaking with a Customer

boostCX Social

Social media platforms – Facebook, Instagram, X, and TikTok – are a gold mine of customer feedback and are a vital tool for institutions who want to foster a positive customer experience on social media. boostCX Social collects customer data from any and all social media platforms and review sites to ensure you have the customer feedback needed to implement new customer service strategies. boostCX Social provides alerts for negative review scores, gives businesses the opportunity to engage directly with customers, monitors customer feedback benchmarks, and identifies trends in social reviews.

Woman Bank Teller Helping Line of People