Financial Services 

Banks, credit card and insurance providers must offer memorable digital experiences to attract, win, and retain loyal customers. On desktop and mobile channels alike, financial institutions face an array of digital experience challenges such as:

How can we reduce abandonment in our application processes?

Complex financial services and insurance packages like mortgages and insurance require lots of information. Why are consumers dropping, mid-application?

Which individual fields are causing friction on our forms?

There is some information that customers do not want to share, or do not feel is relevant. How can we pinpoint which specific fields are showing high friction?

How can we improve the customer journey across all of our products?

With so much content and such a broad service offering, how can we be sure visitors are finding their way through our site/app in an optimal manner?

How do we increase levels of self-service and reduce the load on call centers?

Online support is efficient and highly cost-effective. How can we optimize the customer experience for financial services to ensure that they opt for our online support channels?

Our Customers

USAA offers specialized financial resources and products to veterans and those who serve in the forces, and their family members. Clicktale's digital insight and analytics has given the company a better understanding customer behaviour. Rich data and powerful visualizations have helped provide a new perspective on their customers’ digital journey, to identify and solve customer friction and deliver better experiences.

Watch webinar


The Royal Bank of Scotland Group (also known as RBS) operates a wide variety of banking brands offering personal and business banking, private banking, insurance and corporate finance through its offices located in Europe, North America and Asia. The bank uses Clicktale to help visualize the results of A/B tests across the organization, reduce the number of tests they are undertaking and focus only on those that have the greatest impact on the customer experience.

Watch webinar

MetLife, Inc is a leading global provider of insurance, annuities, and employee benefit programs, serving customers in 50 countries. With Clicktale, MetLife ensures that its customers are achieving their digital goals, and finding the experience enjoyable. Watch MetLife discuss how Clicktale helps deliver a superior digital customer experience for its insurance customers.

Talk to us to explore how customer experience analytics can improve your business
REQUEST A MEETING