WHO WE ARE

We empower financial institutions to put
customers at the center of every decision.

BankingXP helps financial institutions with the process of questioning: questioning the problem, questioning the assumptions, and questioning the implications. We systematically extract, teach, learn, and apply human-centered techniques to solve problems and illuminate opportunities for credit unions in a creative and innovative way.

We believe community financial institutions play a vital role in supporting their local residents and businesses. That’s why we’re dedicated to delivering the same personalized service they offer their customers.

Our intuitive suite of tools empowers institutions to craft exceptional customer experiences, uncover valuable insights, and turn feedback into meaningful action—all with ease.

At our core, we believe that community financial institutions make the world a better place. So, we are passionate about providing them the same level of personalized service that they provide to their members.

We have created a simple, easy-to-use suite of products that help create brand-defining customer experiences — understanding member perspectives, providing actionable insights, with post-research tools to make sense of it all.

HISTORY

Relentless commitment to reinvention.

MemberShoppers, the first credit union-specific mystery shopping program, is introduced and rapidly adopted by more than 80 credit unions. In true cooperative spirit, this new program fosters the belief that members themselves will provide the best qualitative feedback.

A unique digital survey platform called MemberXP is introduced as a quantitative compliment to the already hugely successful flagship solution and within months more than 1,000 daily member responses are processed.

CU Solutions Group acquires MemberXP as part of an ambitious strategy to make advanced, data-driven marketing technology accessible to all credit unions. Increased resources and synergies drive daily member responses to more than 8000 per day.

Our team introduces BankingXP to ensure all community financial institutions can deeply and empathetically understand their customers, while providing actional insights, with post-research tools and expert guidance to make sense of it all.

OUR CORE VALUES

No matter what we're doing,
we strive to be our best.

Since day one, our brand and business have been based on five key tenets. Our values guide the way we work, the products we build, and our public identity. In turn, they guide our clients to succeed.

We are for transformation.

The incremental improvements that close the gaps, and the seismic shifts that alter a financial institution’s brand.

The ones inspired by an ability to see what others don’t so you can serve in ways others can’t.

Transformations that turn customers into fanatics, employees into ambassadors, products into empowerment, and services into life changing opportunity.

The transformations that come from a conviction that every customer voice holds value, every interaction is an opportunity, and every experience matters.

We’re for transformational experiences and those bold enough to chase them.

Woman holding pen in mouth while pondering

CULTURE

We challenge the status quo.

BankingXP creates transformation using clear solutions. We help dismantle old systems to build better ways of doing things. While technology matters, it is only as effective as the foundational elements that enable it to be effective.

We focus on guiding our clients to be their best.

Banking leaders are responsible for establishing company culture, while also directing the operational decisions that impact the systems and solutions used by both employees and customers. We help them understand how to lead their teams to deliver exceptional customer experiences.

Ready to experience BankingXP?

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