Articles & eBooks
Voice-of-the-Customer Takes You Where Journey Mapping Can't
Mapping a customer journey isn’t the same as transforming it. Discover how VoC drives the customer experience and accelerates you to your goals.
What Does It Mean to Go BEYOND THE SCORE?
Everyone’s tracking NPS and CSAT. But a score alone won’t transform your customer experience.
Beyond the Score is where CX transformation actually happens — turning insights into action and action into growth.
Turning CX Insights Into Income
Take a look at 5 of the most valuable CX KPIs, each one having its own implications for how financial institutions execute their customer experience strategy to meet with predictable success.
4 Friction-Fighting Steps for Your Bank
The number one reason people leave financial institutions is the friction they encounter in their experiences. But you can follow these steps to successfully fight it.
7 Keys to Operationalize Your Credit Union's Analytics
Learn how much easier it is to drive the outcomes your credit union is aiming for when you can quickly transform your data into enterprise-wide action.
When Jamie Dimon Speaks: The Competitive Advantage of Continuous Assessment
Continuous measurement provides valuable insights into customer sentiment,
operations, performance, and organizational culture. Explore the benefits of ongoing assessment, as well as the risks of NOT measuring!
Tackling Silent Attrition: Winning Strategies for Credit Unions
Your members could be headed out the door without you even being aware. Understanding the root causes of why they leave is the key to winning their loyalty.
Annnnd…Why Should Credit Unions Care About Achieving "World Class" Performance?
Attaining elusive member loyalty demands a sound, proven method of gauging service delivery against performance standards that reflect your members' ever-changing expectations.
Insight Builder Genesis eBook
Just getting started with a CX program? This turnkey solution offers a streamlined, cost-efficient version of our sophisticated customer survey platform, scaled for your success.
You CAN Conquer the Next Banking Tsunami
Our 5-Step Model for CX Success serves as an essential Early Warning System to elevate financial institutions over banking industry tsunamis.
101 Ways We Support You eBook
That CX problem your credit union or bank has? Support EXP is ready to help, in so many ways. Flip through our comprehensive capabilities to discover how we can support you.
Preserving the Human Connection in a Digital World (as seen in BAI)
For financial institutions, keeping pace with digital acceleration means personalizing the digital experience in a way that differentiates them from the competition. These 3 steps can keep that human connection in the digital experience.
22 Reasons Traditional Training Fails
Sit in as banking executives explore the 22 reasons investments in traditional frontline employee training so often fail to pay off.
Digital Booster eBook
Are your customers' digital experiences bringing them closer to you...or driving them away? Optimize the digital components of your online and mobile banking channels, as well as your human support behind them.
Front Office, Back Office and the Customer Experience
How do you get back office and front office to converge to create a seamless customer experience? Get to the root of the tension between them and emerge to your organization's true purpose.
How Credit Unions Can Stand Out in a Commoditized Future
In an age where all banking services look the same, credit unions will be able to compete and win by differentiating themselves based on member relationships.
The Lore of Loyalty: How to Disrupt Weak and Weary MX
Long-term loyalty may no longer exist in banking. But putting into play 5 Disruptive Forces for measuring and managing the member experience can spur revenue growth as well as deeper member loyalty.




