Financial Services

Helping Financial Institutions Solve Their Most Critical CX Challenges

Over 60% of customers experienced at least one problem during their last interaction with their trusted financial institution

Financial institutions are operating in an era of considerable uncertainty. We partner with you to discover which customer experiences are impairing your competitive position and market share and help you create the plan to innovate for growth.

Our Areas of Expertise

Consumer Banking and Credit Card Portfolios
Small/Medium Business and Commercial Banking
Private Banking
Mutual Funds and Investments

How We Help

The Verde Group helps you answer one of your most critical questions to achieving and maintaining business success:

“Where should I invest in the customer experience to increase sales and grow market share?”

In fact, we answer it by providing you with a financially-focused way to understand and improve your CX delivery impact across a myriad of business priority areas, such as sales processes, product delivery, customer support and overall communication.

Brand Performance

How is my brand performing?

How much revenue is my business losing due to negative customer experiences?

Industry Opportunities

How do I rank versus the competition?

Where do market opportunities exist?

Omni-Channel CX Challenges

How do I rank versus the competition?

Where do market opportunities exist?

Which can I fix to increase business performance?


Our Functional Focus

The Verde Group’s expertise ranges across all channels and areas of your business:

Digital Banking Transformation
Product Sales, Service and Communication Personalization
Financial Education and Advice
Retail and Commercial Banking Operations

Learn about how we helped an industry leading financial business.

Increasing Revenue

At The Verde Group, we collaborate with you to reduce customer dissatisfaction and create enduring CX change that drives increased revenue for your organization.

We focus on friction. The reality is that customers no longer evaluate your performance solely against category competition, but against all purchase and service interactions. Financial institutions and credit card issuers that fail to capture and understand the entire customer journey disappoint customers and miss opportunities to innovate.

Our proven methodology allows you to identify, prioritize and address customer experience problems that have a negative financial impact on your business. In other words, we help you isolate the “critical few” problem experiences from the “trivial many”, so you can invest in experiences that represent the greatest revenue and market share upside.

Identify the “most damaging problems”
Pinpoint loyalty drivers that stimulate growth
Focus on solving the problems that matter most for maximum ROI

Our phased Approach, common to our suite of Solutions delivers breakthrough insights in to drivers of customer loyalty, spend and value.

Discover Our Solutions Learn About Our Approach

Ready to unleash the power of your customer experience?