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Drive efficiency and
growth with the
#1 experience platform

In financial services, experience is a key competitive advantage. With Qualtrics, understand the experiences you deliver, to streamline operations and drive loyalty and retention. From complaints management to voice of customer programs to contact center and journey optimization and more, our out-of-the-box solutions are purpose-built to meet your operational and financial objectives.

Empowering 1400+ of the world’s leading financial institutions to drive differentiation and growth

Hear from leaders in
financial services experience management

Your financial
services experience
management team

Our financial services experts work with banks, insurers, and wealth and investment managers around the world, to help
them drive bottom-line
impact by delivering exceptional experiences.

Dmitry Binkevich

Global Head of Financial Services

Based in New York, Dmitry leads our global Financial Services industry practice. Prior to joining Qualtrics, Dmitry served as the head of strategy for New York Life Insurance Company’s agent-sold business. Earlier in his career, Dmitry held a variety of senior strategy and go-to-market roles at Citi and Barclays, and advised FS clients as an investment banker with Merrill Lynch & Co., and as a consultant with McKinsey & Company.

Christopher Colley

Global Head of Industry Advisory, Financial Services

Recognized as one of the UK’s top customer experience professionals (CX Magazine), Christopher was a foundational member of the customer innovation teams at PwC and Barclays, where he led digital transformation projects across retail and wholesale banking. He frequently speaks publicly on CX and has made numerous media contributions to leading platforms including Forbes, Global Banking and Finance Review, and Raconteur in The Sunday Times.

Elizabeth ErkenBrack, PhD

Head of Financial Services Solutions and Strategy

Dr. ErkenBrack is a former financial services practitioner and a linguistic anthropologist who specializes in guiding global organizations in the design and delivery of exceptional experiences for their customers and employees. She leads the FSI Solutions Team at Qualtrics, helping clients understand and leverage the platform to achieve their business goals, as well as program strategy, value creation and XM maturity.

Nizar Mohamed

Principal Industry Advisor, Financial Services

Nizar Mohamed focuses on financial services, supporting key accounts across all FS sub-sectors in North America. He joined Qualtrics from TIAA, where he led Customer Experience for Wealth Management. Experiences prior to TIAA include consulting at McKinsey & Company, serving clients in financial services, and at Morgan Stanley, supporting capital markets operations.

Helping financial
services deliver differentiated experiences

The XM platform can help you understand every stage of your customer and employee journey, enabling you to design better experiences, identify root causes, and take action to improve satisfaction, engagement, loyalty and retention. Find out how we partner with banks, insurers, and wealth and investment managers to drive business outcomes through experience management.

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Safe, secure, and certified
for financial services

You can rest assured the XM Platform provides everything you need to meet regulatory requirements while evolving your program to enable more drive business outcomes through experience management for banks, insurers, and wealth & investment managers.

  • Keep your data safe and secure on the enterprise-grade Qualtrics platform, and have complete trust with tight privacy, monitoring, and data access controls.
  • We work with some of the most security-conscious financial institutions in the world. We’re FedRAMP certified and GDPR compliant, so you can rest assured the XM Platform gives you the tools you need to comply with all relevant financial services regulation in the countries where you operate.
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Latest financial services experience
management resources

XM Deep Dive: HSBC Canada Designs the Future of Work Around Four Global Workstyles

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The experience transformation underway at Standard Chartered

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CX in the Insurance Industry

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CX in the Banking Industry

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US Bank: Optimizing an omnichannel customer experience

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The Power of Human Connection in Digital

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Retail Banking Accelerator

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Wealth Management Customer Experience

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See why 91 of the top 100 financial
institutions rely on Qualtrics