Leading Bank Pinpoints Gaps in Acquisition Experience Using CSG Journey Orchestration

Customer Story | 2.7 MB

A leading North American bank had a powerful investment tool that allowed consumers to invest using AI. Users reported high satisfaction, but the bank saw less interest than they expected from prospective customers. 

Download the case study to learn how the bank: 

  • Identified friction points in the application process
  • Discovered new journey paths
  • Revisited their assumptions about the customer journey