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The essential CX toolkit for Financial Services

CX in Financial Services is not for the faint-hearted. You need to improve CX, meet regulatory obligations, and strengthen QA and compliance processes.

That’s why we’ve put together proven templates, insights, and step-by-step guides you can start using right away.

What’s inside the CX Toolkit:

  • Guide – The experience economy: how to drive ROI, loyalty and CX insights in Financial Services
  • Ebook – The complete guide to contact center QA automation
  • Scorecard template – Ideal for demonstrating adherence to regulations like Consumer Duty

Get your Financial Services CX toolkit today – simply fill in the form to get immediate access.

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Delivering fair outcomes, flagging vulnerability, and adhering to evolving regulations… we built evaluagent to handle these headaches.

Get alerted about high-risk interactions, drill down into data to identify root-cause issues, and demonstrate ongoing improvement.

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“Everyone at evaluagent understands what running a contact centre feels like – they’ve lived it. When we say, ‘Here’s our goal,’ their first question is, ‘Okay, how do we help you get there?’”

Lisa Beeching, Head of Business Support, ManyPets Insurance

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