Exceed customer needs & increase loyalty in the banking sector
Netigate is the effective customer experience solution for banks and financial services. Identify the different requirements of your customers at an early stage and take actions based on data and AI-supported insights to strengthen customer loyalty and reduce churn rates.
37%
Consumers are willing to switch financial providers for an additional 1 percentage point.
50%
of customers stop spending money with a financial provider after one negative experience.
80%
of providers believe they offer an excellent customer experience – only 24% of customers agree.
Learn more about CX management in the banking sector
- Customer experience
- 8 min read
Between traditional service and digitalisation
Traditional banks, such as savings and cooperative banks, stand for trust and proximity. But costs for branches and staff are high, while at the same time there is a trend towards online banking, which requires automation, flexibility and the use of AI.
Neo-banks, such as Trade Republic, N26 and Revolut focus on online presence, fast processes and minimalist user interfaces. They appeal primarily to younger, digitally savvy customers. However, it is important to build trust that goes beyond an app.
- Identify churn risks at an early stage and prevent it by using AI-powered tools to reduce the workload on service teams.
- Understand the reasons for churn and the needs of your customers to be able offering a tailored experience.
- Focus on concrete actions, such as automating standard processes and personalisation through data-based insights.
Increased willingness to switch providers
A positive CX is key to customer loyalty.
Comparison websites make it easier than ever for customers to switch providers. For banks and financial services, this means striking a balance between customer expectations, efficiency requirements and technological innovation.
With Netigate, you are able to collect and analyse feedback throughout the customer journey. Use real-time data to take concrete actions to increase customer satisfaction and loyalty as well as actively reduce churn.
We needed more than just a feedback tool.
When I used Netigate for the first time, I was immediately convinced. It was intuitive, secure and easy to use, so no training was necessary.
Steve Franklin
Chief Commercial Officer
New opportunities through a combination of AI and data security
Issues such as DORA compliance and data protection agreements with internal stakeholders are crucial for building trust in new technologies and AI solutions.
Netigate processes data in accordance with the GDPR, is ISO 27001 certified and DORA compliant. Thanks to automation and ‘ASK AI’, you can analyse feedback in compliance with data protection regulations at all relevant touchpoints along the customer journey.
Many institutions still work with outdated feedback systems, manual surveys and open-ended text responses without AI evaluation. The aim is not to replace employees, but to increase their efficiency.
Track the challenges your customers face in real time and identify factors that positively or negatively influence their CX: from contact with customer service to app usage to mobile banking.
Understand the reasons for customer churn
Identify positive and negative trends in your feedback data and track them over time. Get summaries of data from different channels (e.g. comparison websites) and touchpoints for a holistic view of your customer experience.
Netigate analyses the sentiment in open-ended text responses based on tone and words used, regardless of the language of the feedback provider. All data is displayed in a clear, central dashboard.
Churn management done right – based on real-time data and AI-powered insights
Use AI-powered insights to improve the overall customer experience and turn dissatisfaction into loyalty – with holistic customer experience management.
Netigate helps banks and financial services bridge the gap between tradition and digitalisation. Automatically collect and evaluate feedback, personalise customer experiences and optimise your CX strategies based on data. The result: an efficient, secure and customer-centric banking service.
Webinar: Customer Experience – the most expensive broken promise in the financial sector?
Not just another tool
Integrations for seamless data exchange.
Thanks to smart API interfaces, you can connect Netigate to your existing systems flexibly and easily – including CRM and ERP systems, social media, commerce platforms, and many more.
Individual recommendations
Turn insights into actions with the help of “ASK AI”.
- Connect your insights with your key performance indicators. Compare data to uncover weaknesses and optimize the CX holistically.
- Filter by touchpoint, topic or time period. Respond to feedback in real time with automated notifications.
- Get precise answers and action recommendations, identify trends, and highlight relevant areas.
Frequently asked questions
How does Netigate ensure data security and privacy?
Netigate is committed to the highest standards of data security and privacy. We are ISO 27001 certified as well as DORA compliant, and all data is processed on secure, EU-based servers in accordance with data protection best practices.
Are there limits to the number of users or data?
No, Netigate is built to scale with your business. Our platform supports unlimited users, responses, and projects. This empowers teams across departments to collaborate, explore insights, and drive impact. Whether you’re running a single initiative or managing experience programs across multiple countries, you’ll never be constrained by data or user caps.
Are there templates for common use cases?
Yes. Netigate provides ready-to-use templates for common use cases such as customer satisfaction, employee engagement, and more. These templates help you get started quickly while following industry best practices.
Can we integrate Netigate within our CRM?
Yes, Netigate integrates seamlessly with leading CRMs and business systems via the Netigate Insights API. Learn more about our integrations here: netigate.net/integrations
Is multilingual survey support available?
Yes. Netigate allows you to create multilingual surveys with language-specific versions of questions, logic, and messages. Respondents can choose their preferred language, making it easy to collect insights from diverse, international audiences.
Does the platform support real-time dashboards?
Yes. Netigate offers real-time dashboards that update as responses come in. You can track key metrics, filter by segments, and share insights with stakeholders instantly. The dashboards are customizable and exportable for presentations or reports.
Make the difference with Netigate
Why you should choose Netigate for your Customer and Employee experience projects.
Netigate in action
See how Netigate can help you turn feedback into better, faster decisions. Book a demo with one of our experts today.
