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Your Road to Becoming a Digital Champion in Financial Services

Total Experience Audit

Banks and insurers face a double challenge: today’s customers compare their digital experiences with global leaders like Amazon and Netflix, while still expecting security, reliability, and clear value in financial services.


Our Total Experience (TX) Audit is tailored for financial service providers and reveals how your customer touchpoints really perform – from intuitive UX and technical performance to SEO, brand perception, and end-to-end journey consistency. The result: you’ll uncover opportunities to turn interactions into true experiences and win lasting customer loyalty. 

Request your personalized TX Audit now

Banks and insurers face a double challenge: today’s customers compare their digital experiences with global leaders like Amazon and Netflix, while still expecting security, reliability, and clear value in financial services.


Our Total Experience (TX) Audit is tailored for financial service providers and reveals how your customer touchpoints really perform – from intuitive UX and technical performance to SEO, brand perception, and end-to-end journey consistency. The result: you’ll uncover opportunities to turn interactions into true experiences and win lasting customer loyalty. 

Request your personalized TX Audit now

Challenges for Financial Service Providers 

Financial-sector customers expect the same speed, simplicity, and transparency they know from Amazon, Netflix, or Booking.com. For banks and insurers, this leads to typical pain points:

Flowchart showing a customer journey: Research begins, insufficient information, technical hurdles, leading to competitor wins.

Exactly these gaps are uncovered in our audit – with clear, actionable recommendations.

What We Assess – Our Audit Perspective 

Our Total Experience approach combines three key dimensions to align your digital business holistically. At the same time, it allows you to focus on the areas that matter most for your growth – efficiently, scalably, and with a clear focus on customer experience. 

Infographic titled "Total Experience – Our Discovery Services" with three columns: Experience Excellence, Operational Excellence, Commercial Excellence.

*We are happy to prepare a custom proposal tailored to your goals and requirements. 

Your Benefits from the Total Experience Audit

Two simplistic human figures, one dark and one light, standing side by side. The light figure has a blue square on its chest.
Increase relevance in customers’ daily lives
Increase relevance in customers’ daily lives
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Reduce drop-off rates and boost conversion
Reduce drop-off rates and boost conversion
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Strengthen your position against FinTechs and digital challengers
Strengthen your position against FinTechs and digital challengers
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Gain clarity for upcoming digital initiatives
Gain clarity for upcoming digital initiatives

Schedule a Meeting

Want to know how to improve digital customer experience in financial services – or check where your customer journeys still leave potential on the table? Talk to us – we’ll be happy to advise you.