The essential CX toolkit for Financial Services - evaluagent
The essential CX toolkit for Financial Services
CX in Financial Services is not for the faint-hearted. You need to improve CX, meet regulatory obligations, and strengthen QA and compliance processes.
That’s why we’ve put together proven templates, insights, and step-by-step guides you can start using right away.
What’s inside the CX Toolkit:
- Guide – The experience economy: how to drive ROI, loyalty and CX insights in Financial Services
- Ebook – The complete guide to contact center QA automation
- Scorecard template – Ideal for demonstrating adherence to regulations like Consumer Duty
Industry: Airlines/Aviation, Apparel & Fashion, Automotive, Broadcast Media, Business Process Outsourcing / Offshoring, Business Services, Capital Markets, Civic & Social Organization, Communications, Computer Hardware, Computer Software, Construction and Building Materials, Consumer Electronics, Consumer Goods, Consumer Services, Cosmetics, E-Learning, Government, Education and Public Sector, Energy, Entertainment and Gaming, Financial Services & Insurance, Gambling & Casinos, Health, Wellness and Fitness, Information Technology and Services, Leisure, Travel & Tourism, Legal Services, Luxury Goods & Jewelry, Marketing and Advertising, Medical Practice and Devices, Mining & Metals, Non-Profit Organization Management, Pharmaceuticals, Retail, Staffing and Recruiting, Supermarkets, Telecommunications, Venture Capital & Private Equity, Other, Environmental services.
Purpose-built to tackle your challenges
Delivering fair outcomes, flagging vulnerability, and adhering to evolving regulations… we built evaluagent to handle these headaches.
Get alerted about high-risk interactions, drill down into data to identify root-cause issues, and demonstrate ongoing improvement.
Don’t sweat the security.
We know when it comes to customer data, there’s no cutting corners. We’re certified for SOC2, ISO27001:2022 and Cyber Security Essentials – so you have total peace of mind that your data is in safe hands.
“Everyone at evaluagent understands what running a contact centre feels like – they’ve lived it. When we say, ‘Here’s our goal,’ their first question is, ‘Okay, how do we help you get there?’”
Lisa Beeching, Head of Business Support, ManyPets Insurance
Learn more on our Knowledge Hub
Insights 5 tips to turn Consumer Duty into a strategic advantage
Find out more](/content/knowledge-hub/consumer-duty-strategic-advantage/index.html)
Insights From obligation to opportunity: innovating under Consumer Duty
Find out more](/content/knowledge-hub/innovating-under-consumer-duty/index.html)
Insights 5 obstacles to good consumer outcomes and how to fix them
Find out more](/content/knowledge-hub/obstacles-good-consumer-outcomes/index.html)
Insights How identifying vulnerability improves customer experience
Find out more](/content/knowledge-hub/identify-vulnerable-customers-improve-cx/index.html)