The moment when somebody chooses you as a provider of financial services is key. But how to analyze all the interactions that led up to that? How to define what touch points should be improved to win more clients? How to automatically analyze the changes? We combined customer journey map with analytical data so that you could easily answer those questions.
Check the template below that outlines a typical customer journey in financial services. Customize it to learn where most of your customers come from, what they actually do, and what motivates them to buy or pushes them away.