Truth & Beauty Index Financial Services Customer Experience Index
Uncover what financial services customers value most across each generation.
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Successful digital transformation outcomes come from making the right choices for your business based on what matters most to your customers.
Hero Digital’s Financial Services Customer Experience Index illuminates key takeaways from four generations—Gen Z, Millennial, Gen X, and Boomer—and three industry sub-sectors—Retail Banking, Investing, and Mortgages.
Digital transformation is accelerating across every sector of the financial services industry.
Neo-banks are challenging traditional banks, investing is becoming decentralized, and new cryptocurrencies are being created every year. Mobile banking, payment, and money transfer platforms are now the norm and the economic impact of the pandemic has pushed people to solutions that help them stretch their budgets.
At the same time, uncertainty, extreme volatility, and financial complexity are increasing the pace of regulatory change. Financial services companies must transform their business strategies to meet the increasing demand for privacy and control. This begins with understanding the individuals on the other side of the screen.
This new financial services report lets you understand the human truths that drive both brand choice and brand advocacy.
We distill the simple truth to create a beautiful future.
Hero Digital is a leading independent digital transformation company born in California at the intersection of business, design, and technology. Our purpose is to distill the simple truth to create a beautiful future — a customer experience future that is good for people and business. Hero Digital’s holistic process and integrated methods help leading brands like Comcast, Twitter, U.S. Bank, Salesforce, Sephora, Jefferson Health, The Robert Wood Johnson Foundation, and TD Ameritrade Institutional achieve growth.