Financial Services

Being customer-centric is a strategic cornerstone for many Financial Services companies. It is the most sustainable way to achieve long-term performance goals.

An outcome led approach for exceptional performance

Defining what success means for your organisation is the first step we will take with you. It’s a commonsense approach that gives us an optimal goal to work towards and outcomes to work back from.

We have successfully employed this approach for many leading businesses in the sector and we know it will ultimately enable you to consistently deliver winning customer experiences.

  • We get to know your business, to help define success.
  • High-quality, cost-effective multi-channel data collection
  • Adaptable and scalable technology architecture
  • World-class data analysis
  • Natural Language processing and text analytics for deep context so we can really understand your customers
  • Stakeholder management tools
  • ISO27001 aligned for information security

We have worked with a number of clients providing financial services to their customers. We have helped them to achieve exceptional, quantifiable outcomes including higher response rates, improved service quality, and reduced customer effort.


In Financial Services, the security of your systems and your customers’ data is of paramount importance. Since the company was founded, CX Index has been dedicated to having information security as a top priority for our organisation and our customers and related stakeholders. 

ISO 27001 Certification

In March 2018, CX Index achieved ISO 27001 certification. You can see our certificate here:

Dowload Certificate 

Case Study
ATB Financial

ATB Financial

Learn how CX Index integrated with Genesys to increase customer satisfaction, significantly reduce customer effort, and improve the first call resolution rate for ATB Financial, a leading Canadian retail bank.