Financial Services Feedback Platform

Humanizing Financial Experiences to Increase Share of Wallet

Depositing your first paycheck. Purchasing a home. Saving for your child’s education. Contributing to a retirement account. Financial independence and security are incredibly personal and emotional goals, so it’s no surprise consumer expectations are elevated for financial institutions.

Deepening Financial Relationships with Pearl-Plaza

Consumers require personalization, confidence, caring, and trust, and financial institutions that deliver on those core values will be rewarded with consumer loyalty and life-long relationships, and a larger share of wallet. At Pearl-Plaza, our technology and services provide an opportunity to deepen relationships, build trust, and drive customer acquisition–let us show you how.

Personal, Consistent Channel Experiences

Every interaction either builds or erodes trust. When a mobile app requires you to log in every five minutes or you get passed from agent to agent in a contact center, it’s a lost opportunity. Say goodbye to these frustrations by understanding how each experience impacts the moments that matter—and how each moment influences the broader customer journey. This intelligence—coupled with Pearl-Plaza’s proprietary segmentation analysis and action planning tools—allows you to proactively design meaningful, consistent experiences that deepen customer relationships.

The Most Valuable Asset: Your Employees

A large part of a customer’s trust in your organization comes down to the expertise and personal skills of the people who provide the service—be it a wealth advisor, contact center agent, or the teller at a branch. With Pearl-Plaza’s purpose-built employee experience and development offerings, you’ll increase employees’ commitment and expertise, ultimately improving their dedication to providing trustworthy experiences which elicit customer loyalty and portfolio growth.

Keep Clients Engaged with Value-Oriented Growth Opportunities

Just like the honeymoon phase in interpersonal relationships, customers typically have high engagement at the beginning, but that excitement and “newness” tends to fade over time. This tendency leaves ample opportunity for you to leverage experience intelligence to identify opportunities for growth. Pearl-Plaza is an expert in whitespace analysis, identifying ways to turn single product customers into multi-product advocates—increasing loan, investment, and credit card conversion. From account opening to onboarding to relationship expansion, we’ll help you identify opportunities for growth every step of the way.

Reducing Churn Potential to Drive Additional Business

The personal nature of financial services lends itself well to referrals—when your organization is providing trustworthy experiences that keep your customers happy. Using Pearl-Plaza’s churn analysis and case management offerings, you can proactively identify potential defectors and resolve any issues before they take their money elsewhere.You’ll build customer loyalty—and lifetime value—while expanding your customer base through word-of-mouth recommendations.

80% of the world’s leading banks trust Pearl-Plaza to help them understand and improve the moments that matter, so they can improve outcomes both for their customers—and their business.

The Financial Service Ecosystem

Financial institutions help customers save, borrow, protect, spend, and manage their money. Within the Financial Services industry, Pearl-Plaza offers extensive experience and expertise in: