Financial Services Experience Management
Build loyalty and create exceptional customer
experiences for banks and credit unions.
for first-time home buyers choosing a lender - even more important than the mortgage rate.
Digitization and automation
Streamline feedback and
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.
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.
They give you the flexibility to track and analyze virtually any data point over time.
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.
Dive into the granular details to understand responses based on specific parameters.
SogoCX is built from the ground up utilizing the most stringent security features, so you can be confident that your information remains safe.
Transform your financial institution with the CX platform engineered for banks and credit unions
Take a holistic approach to customer service with additional Sogolytics solutions
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.
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.
Here are their stories.