Customer Journey Map for Finance

Actionable analytics for banks, credit unions, saving institutions, etc.

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.

Please note that the numbers are given for reference only.

Get insights into:

  • How effective is your Google AdWords campaign?
  • What channels bring you more qualified leads?
  • Are you losing customers while transferring them from online to offline?
  • What touch points should you skip or optimize to rise sales?
Use Customer Journey Map for Free
Add data to this CXMap template or design your own map.
Easy setup. Full access.