Financial Services Experience Management

Build loyalty and create exceptional customer
experiences for banks and credit unions.

Exceptional customer experience is the differentiating factor
for first-time home buyers choosing a lender - even more important than the mortgage rate.
- McKinsey and Company
Turn insights into action
Increase Responses

Omnichannel feedback

More data translates into accurate analysis. Gather customer experience feedback via live chat, mobile banking apps, and more. Collect and analyze data from a central location.
Leverage Ease

Digitization and automation

Let technology drive efficiency. Automate and target feedback collection to get the right data at the right time, through the channels your customers prefer.
Improve Experiences

Monitor touchpoints

Create a comprehensive view of the customer. Track and analyze feedback across the customer lifecycle and at all points, no matter which financial services they use (or when).
A comprehensive solution

Streamline feedback and
ensure follow-through

Built for financial institutions of all sizes, SogoCX enables you to deepen customer relationships. With advanced analytics at your fingertips, you can identify what resonates and what doesn’t, so future offerings or services can be better tailored to customers.

Advanced analytics

SogoCX gives you the power to measure financial service customer satisfaction on the spot, including feedback on products, experiences, and customer service. Generate out-of-the-box reports with just a few clicks, view results in real time, or track trends to identify drivers of loyalty and attrition.

Custom metrics

They give you the flexibility to track and analyze virtually any data point over time.

Market segmentation

Support a better understanding of who your customers are—and what they want.

Key Driver Analysis

It allows you to examine the factors that impart loyalty and satisfaction.

Customize Filters

Dive into the granular details to understand responses based on specific parameters.

Integration made simple

Integrate your banking software, call center, CRM, and survey data to automate routine tasks, track and respond efficiently to potential problems, and capture a complete picture of the customer’s experience.

Designed with security in mind

SogoCX is built from the ground up utilizing the most stringent security features, so you can be confident that your information remains safe.

ISO 27001 certified
SSL encryption and authentication
Data encryption in transit and at rest
Optimized for mobile and web banking

SogoCX helps you stay ahead of your competition and stay connected with customers through a financial services experience management platform that’s designed for today’s web banking customers and optimized for mobile engagement.

You can embed feedback within your mobile banking app to hear from your customers in real time via the channel they use the most. Moreover, automated feedback means you can reach customers at exactly the right moment—following specific touchpoints— to better understand their experiences.

Transform your financial institution with the CX platform engineered for banks and credit unions

Set your organization apart from the crowd. SogoCX helps you track customer experiences, head off potential issues, and create a more dynamic customer journey.

Bring it all together

Take a holistic approach to customer service with additional Sogolytics solutions

Close the loop: manage feedback with ease

With SogoConnect, you can monitor customer experience in financial services, manage outreach and communication, resolve negative customer satisfaction issues before they escalate, and cultivate relationships throughout the customer lifecycle.

Convert feedback into action through personalized responses
Provide customers with multiple channels for feedback
Follow through on financial service customer satisfaction issues so nothing falls between the cracks
The big picture: incorporate employee data

Employee engagement and performance has a direct impact on your customers. After all, satisfied employees deliver superior customer service. With SogoEX, you can gather important employee engagement data and spot problems that impact customers.

Correlate employee satisfaction data with your call center metrics
Better understand the relationship between your employees and your customers
Gain insight into key drivers of employee engagement to help boost customer service
Don’t just take our word for it

Sogolytics helps some of the world’s most respected financial institutions better understand their customers.
Here are their stories.

Elevate your customer experiences and increase loyalty with SogoCX.

Learn More
Start collecting answers today with our professionally designed survey templates.
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