MEDALLIA FOR FINANCIAL SERVICES

Delight customers, build loyalty, and increase share of wallet

Deepen customer and employee relationships and drive growth.

Differentiate and win with exceptional experiences

With customer expectations continually rising, competing on the basis of delivering exceptional experiences is now priority #1 in banking, investment management, and insurance. Success hinges on continually advancing all aspects of data-enabled customer understanding to provide frictionless and personalized customer journeys, every time.

That’s why financial services firms of all types and sizes trust and rely on Medallia’s industry-leading experience management platform for the data-driven, real-time customer insights they need to win, grow and retain customers, at scale.

Differentiate and win with exceptional experiences

Report

CX leaders are 26x more likely than laggards to experience revenue growth of 20% over the past fiscal year.

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"Having experts in Voice of the Customer
has been a very rewarding experience and
Medallia has definitely become
our valued partner."

CLAUDIA IGNACIO

Executive Director of Customer Experience, Banorte Financial Group

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DIGITAL EXPERIENCE

Deliver flawless digital banking experiences at scale

Drive digital adoption, engagement, and self-service.

  • Increase conversion and reduce application abandonment with comprehensive, real-time digital experience insights.
  • Boost engagement using observed behaviors combined with online feedback to create personalized, branch-like experiences.
  • Leverage feedback signals and experience analytics to continuously improve self-service while reducing cost-to-serve.
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OMNICHANNEL JOURNEY

Orchestrate seamless, personalized experiences 

Deliver exceptional experiences across the customer journey–branch, call center, and digital.  

  • Create unified, tailored experiences across all touchpoints at scale with real-time signal capture and AI analytics. 
  • Cultivate long-term, profitable relationships with 360° omnichannel customer views to personalize services.  
  • Reduce churn using journey analytics to identify and remove pain points across physical and digital channels.
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SERVICE EXCELLENCE

Provide world-class service experiences 

Improve customer support while reducing cost-to-serve.

  • Boost service quality and agent performance with direct access to customer feedback and improvement insights.
  • Uncover cross-sell opportunities with real-time signal capture to understand and anticipate customer needs.
  • Increase agent retention by identifying broken processes and technology in-the-moment and prioritizing fixes.
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EMPLOYEE ENGAGEMENT 

Unlock innovation with employee engagement 

Drive continuous employee and customer experience improvement and engagement.

  • Increase employee engagement, performance, and success with frequent and flexible feedback.
  • Improve customer experience by crowdsourcing ideas from your frontline agents, advisors, and branch employees. 
  • Empower team leaders with insights-rich, role-based visualizations to enhance the employee experience.

Results some leading financial firms have achieved with Medallia

$2B

Increase in transaction volume.

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155% 

Growth in transactions across digital channels.

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500% 

Increase in net sales revenue.

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60% 

Increase in overall NPS.

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Medallia Named a Leader in The Forrester Wave™: People-Oriented Text Analytics Platforms, Q2 2022

Learn why report calls Medallia ‘a top choice for omnichannel data text analytics solutions'

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The Business Value of Medallia Experience Cloud

IDC Paper Shows ROI of a Medallia Customer Experience Program

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Leader in Journey Orchestration Platforms

Thunderhead Named a Leader in The Forrester Wave™: Journey Orchestration Platforms, Q2 2022

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Breadth of Integrations

Medallia offers hundreds of easy to implement integrations and we are adding connectors all the time. Medallia partners with the tools vital to mission success - like Salesforce, ServiceNow, Adobe and more

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Get peace of mind with expert security and data protection

You can be rest assured knowing that the confidentiality, integrity, and availability of your data is protected according to rigorous industry standards. We possess SOC 2 Type II platform compliance, GDPR/SCCs, CCPA, and HIPAA in addition to HITRUST, ISO 27001, 27017, 27018, and 27701. We are also certified for CBPR and PRP.

Medallia maintains up-to-date processes and controls with regular audits by internal and external parties, including clients and independent assessors.