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How to reimagine the customer journey in financial services

This impact study from Finextra and Hyland provides a three-pronged roadmap to meet rising consumer demands.

Challenger banks and fintech firms have quickly grown in popularity because of their ability to offer fast and simple digital services.

To remain competitive, financial institutions need to urgently reimagine their customer journeys. But how can they retain or attract younger customers, who are much more likely to change their primary banking relationship?

This impact study from Finextra and Hyland provides a three-pronged roadmap to meet rising consumer demands. You’ll learn:

  • How to reinvent onboarding and know-your-customer (KYC) processes
  • Tips on upscaling the overall customer journey
  • The benefits of AI for product enhancement and integration
  • How Hyland has helped financial firms improve the customer experience

Is your financial organization providing a hyper-personalized customer experience? This report can serve as a modernization guide.

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