CX FOR FINANCIAL SERVICES A guide to customer experience for finAnciAl services A Conectys made WhitepaperEU +32 929 80111 | UK +44 203 318 1593 | US +1 646 381 1599 conectys.com White Paper Customer experience is important in any industry, but it’s possible to argue it matters the most in financial services, which often involve some of the most important moments and decisions of a person’s life. You want those moments -- and those decision processes -- to be as hassle-free and personalized as possible. That’s tough for the biggest banks on the planet, which (in the case of JPMorgan) move $6 trillion per day globally. When you’re moving that much money, can you scale customization? Can you scale the experience? Even if you’re a smaller bank, a challenger option, or another arm of th

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