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WEBINAR - Building Banking Castles with a UX Drawbridge and CX Moat

In the Banking-as-a-Service (BaaS) world, customers often get lost between providers when issues arise. Think of an Uber driver unsure who to contact for a claim, or a banking customer confused over a transaction dispute. This cross-industry challenge, spanning from insurance to investments, demands innovative solutions. 

Join us on Thursday, December 12 at 2pm EST for a 30-minute webinar as industry experts Arnie Guha, Ph.D., Partner, UX Practice and Andreas Noe, Partner, CX Practice share an inside look at our approach to overcoming these hurdles. Discover how establishing clear values, roles, and data protections can transform partnerships—building a “UX drawbridge” to attract customers with seamless access and a “CX moat” to retain them with consistent, trusted experiences that foster loyalty. 

Who should attend? 

Banking executives (strategy, marketing, digital, customer experience), FinServ research analysts, subject-matter experts and anyone who wants to better understand their customer's banking experience and needs. 

In this 30-minute webinar, you will learn to: 

  • Map clear customer journeys to minimize friction and clarify roles. 
  • Define and reinforce partner accountability for seamless service delivery. 
  • Safeguard data privacy, fortifying trust with a “CX moat.” 
  • Leverage technology to create a “UX drawbridge” for smooth, reliable access.
  • Design scalable, flexible solutions for a cohesive customer ecosystem.
  • Build win-win partnerships that enhance customer experience.
  • And much more.  

Click Here to Register now to reserve your spot on December 12.
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Author: Stephan Sigaud

Stephan Sigaud, MBA, is Phase 5’s Chief Marketing Officer. Stephan is passionate about partnering with clients to address their challenges and opportunities around customer centricity. He has more than 25 years’ experience in Market Research and Customer Loyalty and Experience. A past Board Director of the Insights Association, he has also been volunteering with the Customer Experience Professionals Association (as past Chair of the CXPA Toronto Network) and the Canadian Marketing Association (as member of the Leaders Network and past co-Chair of the CMA CX Council).