Deepen customer and employee relationships and drive growth with personalized experiences.
With customer expectations continually rising, competing on the basis of delivering exceptional experiences is now priority #1 in banking, investment management, and insurance. Success hinges on continually advancing all aspects of data-enabled customer understanding to provide frictionless and personalized customer journeys, every time.
That’s why financial services firms of all types and sizes trust and rely on Medallia’s industry-leading experience management platform for the data-driven, real-time customer insights they need to win, grow and retain customers, at scale.
CLAUDIA IGNACIO
Executive Director of Customer Experience, Banorte Financial Group
DIGITAL EXPERIENCE
Drive digital adoption, engagement, and self-service.
OMNICHANNEL JOURNEY
Deliver exceptional experiences across the customer journey–branch, call center, and digital.
SERVICE EXCELLENCE
Improve customer support while reducing cost-to-serve.
EMPLOYEE ENGAGEMENT
Drive continuous employee and customer experience improvement and engagement.
Growth in transactions across digital channels.
Increase in net sales revenue.
Increase in overall NPS.
Video
Learn how to optimize and tailor customer experiences in the moment to drive better engagement and loyalty.
Blog
Learn about the state of CX in financial services and how to reach and sustain industry leadership.
Whitepaper
Learn how organizations can capture the economic benefits of increasing customer loyalty.
IDC Paper Shows ROI of a Medallia Customer Experience Program
Thunderhead Named a Leader in The Forrester Wave™: Journey Orchestration Platforms, Q2 2022
Medallia offers hundreds of easy to implement integrations and we are adding connectors all the time. Medallia partners with the tools vital to mission success – like Salesforce, ServiceNow, Adobe and more
You can be rest assured knowing that the confidentiality, integrity, and availability of your data is protected according to rigorous industry standards. We possess SOC 2 Type II platform compliance, GDPR/SCCs, CCPA, and HIPAA in addition to HITRUST, ISO 27001, 27017, 27018, and 27701. We are also certified for CBPR and PRP.
Medallia maintains up-to-date processes and controls with regular audits by internal and external parties, including clients and independent assessors.
