Analyst Report

Maximize Financial Services KPIs with Connected Customer Data: The Road to Success in Advisory, Banking, Insurance, Mutual Funds & Wealth Management

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The financial services industry is diverse, but whether you represent a bank, insurance company, brokerage, or other type of firm, you may wonder how to better use data to manage engagement with your customers.

This Aberdeen report is based on surveys of customer experience (CX) leaders around the world. It compares key metrics for firms with and without a customer data management program—important KPIs like customer retention and lifetime value, as well as improvement in annual customer service cost and average response time to customer requests.

Learn how connecting customer data across all sources enables financial firms like yours to achieve your CX goals while maximizing client satisfaction and spend.