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Engage customers using actionable intelligence to optimize their experience.

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Use customer insight for bottom-line growth

46% of financial service organizations don’t maximize use of customer data.1

Financial institutions possess a valuable trove of customer data, but often struggle to harness it for maximum impact. In other cases, the data they have isn’t the data they really need, so the insight the analysis delivers isn’t very helpful.

Customers want — expect — you to use customer data to help them manage their specific financial needs. InsightCX™ delivers qualitative and quantitative data, meaningful analytics, and penetrating insight to optimize customer experience while helping you better understand and engage your customers.

1Forbes, “How Banks Analyze Your Lifestyle to Make Finance Personal,” October 2019

Products

Voice of the Customer

Gather ongoing feedback from your customers’ routine interactions and experiences through a statistically valid panel.

Customized
Market Research

Industry benchmarking and
point-in-time analyses based on your goals and objectives.

Voice of the Employee

Improve employee development and cross-departmental interactions using actionable data detailing employees’ perspectives and experiences.
The CX Advantage:
Customers value — and feel valued by — your financial institution when you tailor engagement to help them address their specific needs.

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