CREATING A

GREAT CUSTOMER EXPERIENCE

IS EASIER THAN YOU THINK
ENABLING LEADING GLOBAL FINANCIAL SERVICE ORGANIZATIONS TO

DELIVER DELIGHT

BUILD A JOURNEY-BASED APPROACH

CloudCherry helps financial service organizations adopt a journey-based approach to managing customer experiences. Map, track and monitor customer journeys across multiple touchpoints and stay up to date on evolving customer needs.

Monitor your customers’ journey right from on-boarding to the type of products they choose (stocks, mutual funds, mortgages, other investments, etc.).

BUILD <span>A JOURNEY-BASED APPROACH </span>
IDENTIFY KEY TOUCHPOINTS AND STAGES

Identify key touchpoints and stages along the customer journey. Once you've zeroed in on this, define the metrics that you're looking to track at each stage across each customer engagement channel.

Map these metrics (NPS, CSAT, and more) with the touchpoints and stages to build a powerful customer journey map.

IDENTIFY <span>KEY TOUCHPOINTS AND STAGES</span>
OPTIMIZE INTERACTIONS WITH MICRO AND MACRO JOURNEYS

Every interaction shapes the customer's perception of your company. Which is why CloudCherry is driven by a journey-based approach that can be enabled for your financial service organization.

Flexibly switch from macro to micro journeys to analyze how your organization is handling interactions while onboarding, assessing risk profiles, suggesting various mortgages, loans, etc. Get a clear understanding of how interactions at every stage impact customer loyalty and satisfaction.

OPTIMIZE INTERACTIONS WITH <span>MICRO AND MACRO JOURNEYS</span>
COLLECT DATA IN A CENTRALIZED PLATFORM

CloudCherry’s omni-channel platform ensures that financial service organizations can stay up to date with the omni-channel customer.

Capture feedback on various financial and insurance offers, ability to effortlessly buy/sell stocks on your platform and the magnitude of risks customers are willing to take, on a centralized platform to get a holistic understanding of what customers want and how you can cater to their needs.

COLLECT <span>DATA IN A CENTRALIZED PLATFORM</span>
RUN UNLIMITED SURVEYSACROSS MULTIPLE TOUCHPOINTS

CloudCherry empowers financial service organizations to run multiple customer surveys across various digital and physical engagement channels. Use website, email, IVR, smart devices, in-app, or pop-up surveys to listen to customers anytime anywhere.

By being omni-present, internal teams can build larger customer data sets to derive actionable insights.

RUN UNLIMITED SURVEYS<span>ACROSS MULTIPLE TOUCHPOINTS </span>
CUSTOMIZE OMNI-CHANNEL SURVEYS ON QUESTIONNAIRE BUILDER

Financial service organizations can create and customize omni-channel surveys on CloudCherry's Questionnaire Builder. Select from different question types (ratings, multiple-choice, yes/no, etc.), and use our drag-and-drop feature to effortlessly create, modify, delete, or reorder questions.

Also, run multiple surveys across channels simultaneously through our campaign management facility.

CUSTOMIZE <span> OMNI-CHANNEL SURVEYS ON QUESTIONNAIRE BUILDER</span>
PREDICT CUSTOMER BEHAVIOUR WITH WHAT-IF SCENARIOS

Go beyond knowing what your customers want today. Build what-if scenarios with CloudCherry's predictive analysis solution to estimate financial returns of customer experience strategies.

For instance, how much revenue would you gain by improving 'experience of buying/selling stocks' by 30%? View and examine different scenarios to prioritize and drive impactful customer experiences.

PREDICT <span>CUSTOMER BEHAVIOUR WITH WHAT-IF SCENARIOS </span>
DERIVE CORRELATIONS BETWEEN DRIVERS OF LOYALTY

Leverage solutions such as path analysis to identify critical drivers of customer loyalty, understand the correlations between them and establish causation.

Do mortgage offers have the maximum correlation with high NPS ratings? What factors drive customer ratings on mortgage offers? With these insights, choose mortgage, investment offers, or interest rates that would resonate with different customer groups.

DERIVE <span>CORRELATIONS BETWEEN DRIVERS OF LOYALTY</span>
DISCOVER CUSTOMER SENTIMENT WITH DEEP LEARNING

CloudCherry helps financial service organizations use deep learning and machine learning to analyze sentiment behind customer conversations. Monitor customer reviews on social platforms and comments on open-text responses to bucket sentiment as positive, negative, or neutral.

Choose between Microsoft Azure ML, IBM Watson, and CloudCherry’s own proprietary deep-learning algorithm to run customer sentiment analysis.

DISCOVER <span>CUSTOMER SENTIMENT WITH DEEP LEARNING </span>
GET A HOLISTIC VIEW OF THE CUSTOMER

Financial service organizations can easily integrate experiential customer data with other exclusive data sets - behavioural, observational, transactional, and experiential - into a centralized dashboard.

Our integrations help marketing, sales, finance, and product teams generate deeper customer insights and build organizational alignment around the customer's experience.

GET <span>A HOLISTIC VIEW OF THE CUSTOMER </span>
DRIVE EFFECTIVE LOOP CLOSURE

CloudCherry empowers financial service organizations to action customer feedback through integrations. Drive effective feedback loop closure by integrating with your CRM or ticketing platform.

Raise customer responses (especially negative feedback) as tickets, assign them to agents who then initiate follow ups and close the feedback loop. talk about history

DRIVE <span>EFFECTIVE LOOP CLOSURE</span>
RUN PERSONALIZED MARKETING CAMPAIGNS

Our integrations help banks drive their marketing efforts. Integrate with various leading marketing platforms to create contextual campaigns on offers, invitations, and more.

Run personalized marketing campaigns for different customer groups based on nature of risk profiles or investments made. Bring back detractors, and other customers who haven't interacted with you in a long time through exclusive offers, without spamming mail boxes.

RUN<span> PERSONALIZED MARKETING CAMPAIGNS </span>

CUSTOMER JOURNEY MAPPING

BUILD A JOURNEY-BASED APPROACH

CloudCherry helps financial service organizations adopt a journey-based approach to managing customer experiences. Map, track and monitor customer journeys across multiple touchpoints and stay up to date on evolving customer needs.

Monitor your customers’ journey right from on-boarding to the type of products they choose (stocks, mutual funds, mortgages, other investments, etc.).

BUILD <span>A JOURNEY-BASED APPROACH </span>
IDENTIFY KEY TOUCHPOINTS AND STAGES

Identify key touchpoints and stages along the customer journey. Once you've zeroed in on this, define the metrics that you're looking to track at each stage across each customer engagement channel.

Map these metrics (NPS, CSAT, and more) with the touchpoints and stages to build a powerful customer journey map.

IDENTIFY <span>KEY TOUCHPOINTS AND STAGES</span>
OPTIMIZE INTERACTIONS WITH MICRO AND MACRO JOURNEYS

Every interaction shapes the customer's perception of your company. Which is why CloudCherry is driven by a journey-based approach that can be enabled for your financial service organization.

Flexibly switch from macro to micro journeys to analyze how your organization is handling interactions while onboarding, assessing risk profiles, suggesting various mortgages, loans, etc. Get a clear understanding of how interactions at every stage impact customer loyalty and satisfaction.

OPTIMIZE INTERACTIONS WITH <span>MICRO AND MACRO JOURNEYS</span>

OMNI-CHANNEL FRAMEWORK

COLLECT DATA IN A CENTRALIZED PLATFORM

CloudCherry’s omni-channel platform ensures that financial service organizations can stay up to date with the omni-channel customer.

Capture feedback on various financial and insurance offers, ability to effortlessly buy/sell stocks on your platform and the magnitude of risks customers are willing to take, on a centralized platform to get a holistic understanding of what customers want and how you can cater to their needs.

COLLECT <span>DATA IN A CENTRALIZED PLATFORM</span>
RUN UNLIMITED SURVEYSACROSS MULTIPLE TOUCHPOINTS

CloudCherry empowers financial service organizations to run multiple customer surveys across various digital and physical engagement channels. Use website, email, IVR, smart devices, in-app, or pop-up surveys to listen to customers anytime anywhere.

By being omni-present, internal teams can build larger customer data sets to derive actionable insights.

RUN UNLIMITED SURVEYS<span>ACROSS MULTIPLE TOUCHPOINTS </span>
CUSTOMIZE OMNI-CHANNEL SURVEYS ON QUESTIONNAIRE BUILDER

Financial service organizations can create and customize omni-channel surveys on CloudCherry's Questionnaire Builder. Select from different question types (ratings, multiple-choice, yes/no, etc.), and use our drag-and-drop feature to effortlessly create, modify, delete, or reorder questions.

Also, run multiple surveys across channels simultaneously through our campaign management facility.

CUSTOMIZE <span> OMNI-CHANNEL SURVEYS ON QUESTIONNAIRE BUILDER</span>

PREDICTIVE INSIGHTS

PREDICT CUSTOMER BEHAVIOUR WITH WHAT-IF SCENARIOS

Go beyond knowing what your customers want today. Build what-if scenarios with CloudCherry's predictive analysis solution to estimate financial returns of customer experience strategies.

For instance, how much revenue would you gain by improving 'experience of buying/selling stocks' by 30%? View and examine different scenarios to prioritize and drive impactful customer experiences.

PREDICT <span>CUSTOMER BEHAVIOUR WITH WHAT-IF SCENARIOS </span>
DERIVE CORRELATIONS BETWEEN DRIVERS OF LOYALTY

Leverage solutions such as path analysis to identify critical drivers of customer loyalty, understand the correlations between them and establish causation.

Do mortgage offers have the maximum correlation with high NPS ratings? What factors drive customer ratings on mortgage offers? With these insights, choose mortgage, investment offers, or interest rates that would resonate with different customer groups.

DERIVE <span>CORRELATIONS BETWEEN DRIVERS OF LOYALTY</span>
DISCOVER CUSTOMER SENTIMENT WITH DEEP LEARNING

CloudCherry helps financial service organizations use deep learning and machine learning to analyze sentiment behind customer conversations. Monitor customer reviews on social platforms and comments on open-text responses to bucket sentiment as positive, negative, or neutral.

Choose between Microsoft Azure ML, IBM Watson, and CloudCherry’s own proprietary deep-learning algorithm to run customer sentiment analysis.

DISCOVER <span>CUSTOMER SENTIMENT WITH DEEP LEARNING </span>

FULLY INTEGRABLE SOLUTION

GET A HOLISTIC VIEW OF THE CUSTOMER

Financial service organizations can easily integrate experiential customer data with other exclusive data sets - behavioural, observational, transactional, and experiential - into a centralized dashboard.

Our integrations help marketing, sales, finance, and product teams generate deeper customer insights and build organizational alignment around the customer's experience.

GET <span>A HOLISTIC VIEW OF THE CUSTOMER </span>
DRIVE EFFECTIVE LOOP CLOSURE

CloudCherry empowers financial service organizations to action customer feedback through integrations. Drive effective feedback loop closure by integrating with your CRM or ticketing platform.

Raise customer responses (especially negative feedback) as tickets, assign them to agents who then initiate follow ups and close the feedback loop. talk about history

DRIVE <span>EFFECTIVE LOOP CLOSURE</span>
RUN PERSONALIZED MARKETING CAMPAIGNS

Our integrations help banks drive their marketing efforts. Integrate with various leading marketing platforms to create contextual campaigns on offers, invitations, and more.

Run personalized marketing campaigns for different customer groups based on nature of risk profiles or investments made. Bring back detractors, and other customers who haven't interacted with you in a long time through exclusive offers, without spamming mail boxes.

RUN<span> PERSONALIZED MARKETING CAMPAIGNS </span>
DISCOVER HOW CXOS CAN IMPROVE CX IN THE

Financial Industry

CHOOSE THE BEST SOLUTION FOR YOUR

ORGANIZATION

Our comprehensive Customer Experience Management solution helps financial service organizations design end-to-end customer journeys. Bring every customer interaction across every touchpoint into our centralized platform to get a holistic view of the customer. Map customer journeys to get complete context on expectations. Understand the type of investments - stocks, mutual funds, and other equity - customers choose, identify cross-sell and upsell opportunities through predictive analytics and drive higher customer lifetime value.

CUSTOMER EXPERIENCE MANAGEMENT

CloudCherry’s Customer Feedback Management solution empowers financial service organizations to run quick, customized surveys across multiple touchpoints to capture customer feedback. Monitor key business metrics like Net Promoter Score and Customer Satisfaction Score on a regular basis and get real-time alerts on feedback to proactively respond to customer queries and issues. Use feedback to improve and differentiate your financial offerings and increase loyalty through positive word-of-mouth.

CUSTOMER FEEDBACK MANAGEMENT

Our Voice of Customer solution places customer feedback at the heart of your organization. Gain the trust of your customers by closing the feedback loop intelligently on time, and generate quick customer experience reports to get an overall perspective on what customers think about their experience, and products and services you offer. Execute contextual campaigns with offers on loans, mortgages and more by segmenting customer data, create personalized dashboards and goals, and set clear KPIs across departments to align the entire organization around customer experience.

VOICE OF CUSTOMER
SEAMLESS READY-TO-GO

INTEGRATIONS

INTEGRATIONS INTEGRATIONS
DELIGHTING

MILLIONS

The dashboard is incredible. No more manual manipulation of data for analysis. The CloudCherry team is incredibly professional and hard working. They are willing to work with us to provide us with the exact tool we want. This product is highly customizable which is what we were looking for.

Melissa Crowe | Senior Director, Quality & Business Continuity

Desert Schools Federal Credit Union
Our Success Story with Desert Schools

How Arizona’s largest Credit Union enhanced member experience by centralizing feedback management

The Member Experience guide for CUs

Discover how Credit Unions can map, track and optimize member journeys

Desert Schools Federal Credit Union

The dashboard is incredible. No more manual manipulation of data for analysis. The CloudCherry team is incredibly professional and hard working. They are willing to work with us to provide us with the exact tool we want. This product is highly customizable which is what we were looking for.

Melissa Crowe | Senior Director, Quality & Business Continuity

Our Success Story with Desert Schools

How Arizona’s largest Credit Union enhanced member experience by centralizing feedback management

The Member Experience guide for CUs

Discover how Credit Unions can map, track and optimize member journeys

Delivering delightful experiences in

Financial Services

CloudCherry is a leading Voice of Customer solution that helps financial service organizations monitor experiences by mapping customer journeys, track key loyalty metrics and improve loyalty and satisfaction.
CloudCherry Clients CloudCherry Clients CloudCherry Clients CloudCherry Clients CloudCherry Clients CloudCherry Clients

SUPPORTED

BY
Cisco Microsoft Salesforce Capilary

Trusted

By
G2 Growd GeoTrust