Financial Services

Get the Insights You Need to Create Client Trust & Loyalty


Evolving with Your Customer

The world of financial services is changing. Whether you provide credit, savings, insurance, lending, or investment services, your clients are using technology more and more to perform transactions that used to be reserved for human interaction. This transformation of transaction methods has enabled more personalized engagement, but how do you know if you’re engaging customers in the right way or focusing on areas that have real business impact?


“Financial Services: 5 Priorities for Providing a Successful Customer Experience”

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How InMoment Can Help

Understand Your Clients

Customize experiences based on omnichannel data and gain a more complete view of your clients’ experience both in-branch and online.

Reduce Account-holder Churn

Get insights that help you understand why clients are likely to churn silently so you can resolve these issues and foster client trust.

Develop Client Relationships

Predictive analytics help you understand which clients are more likely to purchase certain financial products so you can provide them with the services they need.

Manage Account-holder Issues

Ensure that negative experience cases are prioritized correctly and assigned to the appropriate department for quick resolution.

“H&R Block quadrupled its customer response rate and gained valuable insights through more robust data. And as insights were shared with agents to help them improve client interactions, response rates continued to increase. The company found that satisfied customers were more likely to stay on the phone to respond to surveys” - InMoment Case Study: “How More and Richer Data Drives Business Decisions for H&R Block”



Discover automatically detects, surfaces, and prioritizes anomalies, allowing you to respond quickly to time sensitive issues.


Cases prioritized by experience score, age of case, and escalation status, allow you to address the most pressing needs.


Take advantage of your existing customer data. Quickly search all channels to find relevant data as specific or broad as you need.

Executive Dashboard

These quick overviews display key metrics so you can gain insights that are easily exported, shared, or used in presentations.

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