Banking / Insurance
Give customers a voice in all their interactions (digital, branch, service). CX First analyzes feedback, detects friction points, and guides you toward high-ROI initiatives to strengthen trust and retention.
Multi-sources
Connect.
In the banking and insurance sector, CX First allows you to connect various customer and operational data sources:
Satisfaction surveys (NPS, CES, SAT) to measure customer experience at each interaction with the bank or insurer. Mystery visits and calls to evaluate service quality in branches and contact centers. Social networks and online communities to collect reviews and track brand reputation. Process audits to ensure compliance and quality in case management.
Strategic decision-making
Explore.
Explore all results through personalized dashboards:
Analyze customer satisfaction with a consolidated view of survey results and mystery visits. Compare agency and advisor performance, identifying gaps and improvement opportunities by region, product, or customer segment. Track quality indicators and detect weaknesses in customer relationship management or complaint handling processes.
Operational impact
Deploy.
Deploy targeted action plans following analysis:
Automate alerts for dissatisfied customers or non-compliance issues identified during audits or mystery visits. Implement corrective actions to improve branch reception, request management, and complaint resolution. Track the impact of your actions by measuring changes in satisfaction and service quality indicators.
Discover CX First
Take back control of the customer experience.
CX First: the strategic hub that transforms the voice of the customer into a performance driver.
- Centralize your data, manage your teams, align your decisions—all in a single platform designed for executives.
- Already 60,000+ connected sites • 200,000 users • 200 clients in 30 countries
Speak with one of our experts
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