The Intersection of Financial Institutions and Technology Leaders

The Digital Customer Experience

September 15, 2023

By Brian O'Neill

The digital customer experience is a critical component to staying competitive today. Bank customers are consumers first, and their expectations are being shaped by tech companies like Apple and Uber, says Brian O’Neill, chief client officer at Numerated. To improve the digital experience for customers and boost customer loyalty and retention, bankers should focus on creating experiences that make it easier for customers to manage their financial lives, by making payments or applying for loans.

Topics discussed include: 

• The Competitive Landscape
• Measuring Customer Satisfaction
• Simplifying Financial Transactions 

Brian is a global CX professional, and current Chief Client Officer for Numerated, a Boston-based fintech delivering cloud-native digital lending solutions. Prior to his current role, he was EVP, head of global client engagement, at FIS where he led the Global Client Relations, Global Product Implementations, Professional Services, Client Outcomes and Learning Solutions teams for the Banking Solutions business segment.