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A lack of trust can lead to lost customers.

There’s a growing unease with financial institutions. Though some factors are out of your control, there are internal and external steps you can take to build trust. And it starts with an agile customer experience (CX) strategy.

33% - of U.S. customers have high trust in their financial services provider.
63% - of U.S. customers end a banking relationship after a trust-damaging experience.

How much can you save while scaling?

You can enjoy up to 60% operating expense savings, while scaling up and improving the quality of your CX. See how a switch to CX business process outsourcing can lower your brand’s costs.

Want to see what a custom CX strategy can do for you?

Agile scaling to fit your geographic needs

  • 10K+ employees across multiple languages, cultures, and experiences
  • 11 locations (and growing) across 4 continents and a secure Ubiquity@Home solution for maximum reach and cost-efficiency
  • Built-in redundancy across contact centers for business continuity
  • 24/7 CX
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Your CX transformation roadmap

Technology integration is key to any finserv CX transformation. Follow best practices for a smoother journey:
  1. Scale for staffing flexibility
  2. Secure all client data
  3. Find a partner with applicable experience
  4. Use data to improve performance

See how we’ve helped other fintech brands

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GoDaddy: Transforming support with data analytics

Read how Ubiquity helped Poynt, GoDaddy’s payments terminal provider, enhance GoDaddy’s merchant and reseller experience while reducing time spent on technical support calls.

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BankMobile vibe: Boosting NPS for digital bank CX

BankMobile reduced call volume by 37% with Ubiquity's redesigned self-service IVR routing, revamped training curriculum, real-time call monitoring, and continuous performance tracking.

Get a custom-tailored CX strategy.

Please share your info below to get started. A Ubiquity CX specialist will reach out to help you start putting a plan into place.

"Ubiquity’s expertise helped ensure that we launched with full confidence, not only in our mission-driven products and services but in the overall support infrastructure we built." – Hussein Ahmed, Founder and Chief Product Officer, Oxygen

 

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1 Source: https://www.forrester.com/blogs/financial-services-firms-need-to-learn-how-to-earn-customers-trust/ 
2 Source: https://www.pwc.com/us/en/library/trust-in-business-survey-2023.html