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Deepen relationships on digital channels

CSG Financial Services Solutions

Be there for customers throughout their financial journeys. Offer personalized experiences everywhere, from account creation to bill payment, so it’s easier than ever to do business with you.

Increase customer trust (and share of wallet)

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Build customer relationships that last a lifetime

The financial customer journey spans decades. Create personalized customer journeys that drive credit card sign-ups, mortgage purchases, insurance plan enrollments and more.

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Make it easy for customers to manage finances

Solve problems faster by automating processes like account balance checks. Send proactive reminders when action is required—or when customers want to application progress.

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Truly understand what customers want

Don’t just collect and analyze customer data—act on it. With data insights at segment and individual levels, you can create new offers customers want to buy on a secure and compliant platform.

Start improving financial customer journeys today

Don’t have the time to map out every customer journey from scratch? The CSG Xponent Ignite journey library comes with dozens of templates designed with best practices in mind, so you can roll out proven journeys from Day 1. Where you take them next, is up to you.

Start the journey

Reduce Bill Confusion to Build Customer Loyalty

Take the bill to payment journey beyond a transactional experience for customers. Drive digital engagement with a billing experience that guides customers through their bill to understand changes with generative AI-driven personalized explanations.

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260% CTR increase

A European bank saw a 260% click-through rate increase by retargeting site visitors with content based on their browsing behaviors.


46% cost reduction

A top 5 American bank achieved a 46% reduction in cost-per-call using real-time, two-way interactive fraud alerts.


6M text alerts

In the midst of a crisis communications effort, a top 5 American bank was able to send 6 million text alerts to customers in a 10-hour period.

Spend minutes, not hours, on customer engagement

Create and automate journeys for any line of business to get the right message to the right customer at the right time.

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  • Create your own customer journeys or draw from a pre-built library of finance customer journeys (account activation, loan application, etc.)
  • Identify friction points like form abandonment with visual journey flows
  • Correlate key journey behaviors to critical KPIs like NPS and revenue
  • Ingest and orchestrate data from any source, and integrate with engagement channels like email, text and more
  • Build more complex journeys as your maturity increases with CSG’s expert team

Fill the gaps in your data

Track real-time online interactions anywhere with Xponent Customer Data Platform. Upload your own data (ad hoc research, text analytics) to uncover insights unique to your company.

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  • Get a clear, 360-degree view of each customer using informed segmentations and predictive models
  • Create a unique single profile of all customers and trigger communications in real time to connect with customers when they need you
  • Access customer and marketing data with the flexibility to create dashboards, reports and analytics
  • Leverage your current technology infrastructure
  • Add new data sources and destinations with easy plug-ins to your favorite analytics and data science tools

Personalize customer engagement anywhere

Help customers move through their journeys with real-time communications. Connect on customers’ preferred channels to drive actions, whether it’s offer redemption or account updates.

Explore digital channels
  • Connect all communications channels to a single decisioning interface, and reach clients over SMS, MMS, chat, voice and more
  • Answer client questions faster with automated channels like conversational AI
  • Handle hundreds of thousands of calls at peak times with inbound and outbound voice capabilities
  • Deliver compliant, consistent and secure communications that build trust with your customers
  • Find the right mix of print and digital to improve engagement, and encourage clients to adopt digital channels

Engage with customers at every stage


Customer acquisition

Target and retarget site visitors with relevant content based on their browsing behaviors to increase sign-ups.


Customer onboarding

Make sign-ups seamless with onboarding message sequences, and adjust future communications based on engagement channel and journey progress.


Fraud alerts

Help clients keep their accounts safe with real-time fraud alerts, and reduce response times from minutes to seconds.


Account updates

Reduce the manual effort of sending notifications with automatic messages, and trigger follow-up messages on other channels if required action is not taken.

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Customer service

Use conversational AI to answer routine questions so agents can focus on complex issues. Handle hundreds of thousands of calls per hour with a scalable IVR.

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Customer retention

Analyze client behavior across their entire journey to-date, then make decisions and offers that reduce friction, like changing payment due dates.

Proven track record

Leader, Forrester WaveTM: Journey Orchestration Platforms, Q2 2020, Q2 2022
Spark Matrix™ Leader

Related resources

Ready to deliver better experiences?

Connect with CSG to learn how you can acquire, engage and retain your financial services customers.