Banking customer journey template

What is a banking customer journey template?

A Banking journey template can help you identify opportunities for improvement in the banking experience and make changes that will help streamline the process to make it more efficient and satisfying for customers.

Banking journey templates in TheyDo

TheyDo’s Banking journey template sets you up with a tailored example that you can customize according to your needs, so you can spend your time focusing on what really matters.

• Create a common language: Standardize language and zoom levels in one central place. Use our predefined taxonomy (types, statuses, and tags), or use it as a base to create your own.

• See and make connections: Unique repositories for insights, journeys, opportunities, and solutions that you can interlink to see the connections across a customer’s journey.

How to use a Banking journey template to achieve results

Whether it’s opening an account and making transactions, or seeking customer service, TheyDo can help you identify opportunities for improvement in every step of the customer experience to deliver the trust and convenience that customers expect.

• Identify pain points: See opportunities along all the touch points that make up the customer lifecycle.

• Find the right solutions: Make your customers’ lives easier by closing any gaps that may disrupt the continuity of customer service delivery.

• Look towards the future: Continue to design new products and services that build trust and create convenience so you can better meet the needs of your customers.

Who is a Banking journey template for?

Any organization within the financial sector that interacts with customers or clients can benefit from using a finance journey template. Types of organizations may include banks and credit unions, insurance companies, investment firms, mortgage lenders, payment processors and FinTech companies, financial advisors, and credit card companies.