BankingXP

What's my net promoter score for customers with 6 accounts?

How helpful is Rachel when serving customers with an auto loan?

Are my employees happy at work?

How easy is it to open a new account on our website?

What do 18 to 24 year olds think about our mobile app?

BankingXP is the premier customer experience management platform designed specifically for the banking industry. Leveraging cutting-edge technology and industry insights, BankingXP empowers banks to deliver exceptional service, enhance customer satisfaction, and drive loyalty.
Get a demoWhere do I stand today?
Career woman sitting at desk smiling

Real-time alerts

Retain customers and employees by closing the loop quickly with insightful solutions.

Optimized surveys

Choose from ready-made templates then adjust for your unique customer base.

Easy to use

Simple, yet powerful interface with minimal training to master and new features added every month.

Integrated Coaching Tool

Easily track how your branches, team, and front-line staff are performing all in one place.
Get a demo

How we work

We strive to help banks put customers at the center of every decision. The core of that mission is the customer experience itself.
Learn more
Two people high-fiving and smiling

Measure

Analyze all your experience data under one umbrella, including customer surveys and employee surveys.

Engage

Turn unhappy customers into fans and fans into enthusiasts who can’t stop sharing their love for your bank.​
Man happily shouting through megaphone

Optimize

Gain insights in real time across your customer journeys to create an extraordinary customer experience, every time.

Concierge-level account support

Your dedicated Success Manager extends your team at no additional cost to help you get the most out of BankingXP, so you can focus on working without limits.

Best practices

Valuable learnings from hundreds of financial institutions across more than a decade of successful partnerships.

Expert oversight

Your results are monitored behind the scenes to catch any insights you may have missed.

See where you stand today

Where is your bank on the path to creating a brand-defining customer experiences that engages customers, creating both marketshare and walletshare?
Return on Investment
In retail banking, an engaged customer is worth at least $9500 more in annual income than a passive customer.
(Markey & Reichfield)
Customer retention
A 5% boost in customer retention can boost income by 25% to 95%.
(Harvard Business Review)
This FREE self-assessment has 15 questions and takes about 10 minutes to complete. At the end you’ll receive custom recommendations for creating a customer experience that drives growth and success for your bank.
Get my FREE assesment
New customer acquisition
Acquiring a new customer costs 5 to 10 times more than retaining an existing customer.
(eMarketer)
Repeat business
The #1 reason mortgage borrowers refinance with the same financial institution is because they perceive the original process as seamless.
(PwC)
Increase engagement
Customers who say their experience at a business was “easy” are 94% more likely to repurchase, and 88% more likely to increase spending with that same business.
(Customer Effort Board)

Ready to experience BankingXP?

Get a demo
menu