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Top 5 Best Customer Experience Tools for Banks and Financial Sector

It is a difficult task to manage the seamless customer experience as you need to understand how consumers engage with your service or product and what they want from it. Your work is simplified by using a good customer experience management tool to capture relevant user data and glean actionable insights from it. What is an ideal customer experience tool for banks? It is one that is equipped with effective features like customer feedback capture, contextual help, customer analytics, and content management.

5 Leading Customer Experience Tools for Banks

A number of customer experience tools for the financial sector are available. We help you select the most suitable one for your needs by providing detailed reviews of the top five solutions.

1. piHappiness

piHappiness empowers you to efficiently collect feedback from your customers through multiple channels and methods including kiosk, tablet, web, QR codes, SMS, and email. It is thus a one-stop, holistic system to assess customer happiness. The software delivers real-time notifications on updates to both customers and the management. After collecting customer data, piHappiness presents it to you in the form of reports and actionable analytics. This allows you to discover customer satisfaction trends that can help you with decision making.

piHappiness is a top CX software for banks because it allows you to swiftly capture key customer insights using effective features such as dynamic questionnaire, NPS (Net Promoter Score), feedback-gathering emoticons, and others. Plus, you can utilize feedback forms to track customer satisfaction levels and opinions. The application can even dynamically alter the questions based on your business demands and needs. This functionality helps to improve the response rate you get for customer feedback.

With piHappiness, you can make your consumers feel that your company cares deeply about them by acknowledging their complaints, concerns, and suggestions for your business. The software thus helps you to improve consumer feedback management. Key features of piHappiness include sentiment analysis, multi-channel collection, knowledge management, dashboard, customer segmentation, analytics, action management, and more.

Read More: Improving Customer Experience (CX) with Data Visualization (DV)

2. Whatfix

Whatfix is a digital guidance solution that assists to speed up user adoption of your service or product. You can simplify onboarding utilizing contextual assistance that guides users. Whatfix is a top feedback software for banks that stands out for its main technology and interactive walkthroughs. Simply use the editor tool to craft interactive walkthroughs in the app without any coding. These walkthroughs help your consumers to effortlessly and quickly navigate and engage with your product. On top of that, Whatfix offers multifunctional widgets such as Task List and Self Help.

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3. Censhare

Censhare is a proven Customer Experience tool for banks that enables you to share pertinent content on all touchpoints to deliver an improved user experience. The software’s Marketing resource handling feature permits you to produce, track, and manage your marketing initiatives efficiently. Its Project Management capability empowers enterprise team members to collaborate effectively and complete projects successfully.

Read More: Using Conversational AI to Improve Customer Experience

4. NICE Satmetrix

A reliable customer experience tool for the financial sector, Satmetrix enables organizations to understand what motivates their consumers to become satisfied and loyal patrons. The platform combines both indirect and direct feedback to assist you to learn what is working for your consumers as well as areas that need improvement.

Satmetrix utilizes proven algorithms to visualize customer trends and behavior. You can compile these analyses into reports and leverage them to enhance your programs. Further, your staff members can use the application’s self-service control feature to learn about the software and execute custom changes for improvement.

5. IBM Digital Experience Manager

This is a leading CX software for banks that can help your firm deliver an excellent website experience to your visitors and customers. The platform detects devices and optimizes images to provide content customized to the user’s viewing traits. The interesting part is apart from your customers, you can also produce personalized content for your employees and partners to improve productivity. IBM Digital Experience Manager also offers integrated social features that facilitate the sharing of ideas by linking with social platforms and forums.


piHappiness is our choice for the best customer experience tool for banks as it offers a comprehensive range of features and is easy to use as well. With this software, you can capture user feedback precisely and utilize its analytics capabilities to draw actionable insights to improve your product or service.

Read More: Mistaken Identity? An Identity Strategy Can Help Improve the Customer Experience

1 Comment
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