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Are CX solutions working for banks?

The answer is a big YES! Banks and financial institutions face some fundamental challenges in implementing CX solutions. We provide omnichannel banking solutions that can solve these challenges and meet each bank's unique requirements to manage their customer experience with hyper-personalized interactions.

What are the key challenges?

How can you increase your share of customers’ wallets?

What kind of products and services should you provide?

How do you increase customer satisfaction and loyalty?

When and how do you launch effective marketing campaigns?

Technology solutions aren’t always met with the right actions

The fintech solution stacks manage the financial relationship and not necessarily the customer experience.

Applications, data, and analytics are fragmented and fall short of yielding the intended ROI.

Campaign management tools running outbound campaigns are not tied to the sales channels.

Rich data collected is not monetized to benefit either the customers or the bank.

Turbocharging CRM Decisions with Predictive Analytics

Data Analytics can be the key to improving customer engagement at Banks. Read how Predictive Analytics can transform your CRM to react quickly to changing customer dynamics and drive decisions based on deep insights.

CX Unleashed for with Oracle

Listen to John Kariotis, VP and GM Customer Experience at Mastech InfoTrellis, in conversation with Michel Van Woudenberg, Vice President CX FSI at Oracle Product Development, about the new trends seen in the banking sector and what's changed for the consumers in the new normal.

The Power of Customer Journey Mapping

It’s hard to improve the customer experience without a clear understanding of their actual experience. Experts at Mastech InfoTrellis explore the right approach to Customer Journey Mapping and some common pitfalls to avoid.

Mastech InfoTrellis’ Innovative CX Solutions for Consumer Banking

Each bank is unique, and traditional approaches to CX solutions may not provide your institution with the best results. Customer Experience is not just about installing software - it’s a business philosophy that starts from the boardroom and extends to the entire organization.

Our CX solution is critical to any banking initiative including corporate banking and consumer banking as it defines the requirements, architecture, costs, benefits, and return on investment that mature customer experiences provide.

Our approach towards your solution will:

 CX corporate goals

Realign your CX objectives with your consumer banking goals

Return on CX investment

Define target areas for returns on your investment

CX roadmap for project

Refine your CX roadmap to show the phases, projects, and initiatives

CX services

Design sales, service, marketing, and branch operation processes

CX technology

Manage the end-to-end development and implementation of your enabling technology

CX platforms

Deliver plans to empower banking staff with the benefits of CX

CX Offerings:

CX Advisory Services

Customer Experience Advisory Services

Create an effective roadmap to drive better banking experiences.

CX Accelerators

Customer Experience Accelerators

Reduce time-to-value for multiple Customer Experience projects at a lower cost.


Customer Experience as a Service (CXaaS)

Leverage our expertise that’s tailored to hyper-personalize customer experiences and manage specific needs of banks across the value chain.

CX Solution Principles

Traditional Financial Institution Solution Architecture

Tangible benefits of our CX Solution tailored for consumer banking

  • Increased revenue per customer
  • Improved customer acquisition and retention
  • Improved process efficiencies to lower costs
CX Solution Principles
CX banking case study

Read about how our CX Strategy helped a bank grow its customer base and increase customer profitability by 10%

Here is how our CX Strategy helped a bank grow its customer base and increase customer profitability by 10%

Mastech InfoTrellis combines its strong domain and technological expertise to ensure you engage with your customers better and deliver an outstanding customer experience.

Get in touch for a custom solution