Finance companies that focus on CX can improve retention and profitability

The financial services sector has undergone major transformation over the past few years making it increasingly difficult to meet the demands of today’s customers. This can result in disengaged customers and lead to a loss of market share.

Why It's Important

It is important for financial services to listen to the voice of the customer as this can lead to improved profits and can identify new opportunities that can improve your competitive edge. Customers are the number one driving force behind digital ambitions yet only 13% of financial services organizations can deliver a seamless customer experience across channels.

Wizu can help you gain a competitive advantage by helping you focus in on what makes your customers happy to help you improve customer satisfaction metrics.

How Wizu Can Help Finance Companies


We can help translate customer experience improvements into clear business value for your organization.


Using Wizu you can turn the Voice of the Customer into actionable insight helping you improve your business.


Find out what keeps your best customers coming back and identify the behavior of those you lose.

Why Choose Wizu?


Embed information about what the chat is about, such as a case number, product number or the respondent’s name.  Personalization increases response rate and improves the quality of the responses.


Wizu’s text-based ChatUI is built on natural language conversations so your customers will feel like they’re chatting not answering a set of questions.  Conversations adapt based on the customer journey.


Choose the right bot for your audience: use a gallery bot like Wizu or design a bot that reflects your brand’s persona with your own profile picture, style and set of responses.  Be Wizu or be you, the choice is yours.

Take our demo finance survey


If you want to see Wizu in action and find out more about how it works, book a demo with one of our team below.