Financial Services
Next-Gen Experience Management

Differentiate Your Offerings to Gain and Retain Customers in Financial Services

  • Increase revenues 20% with whitespace products
  • Increase market demand >2x through customer-informed pricing.
  • GDPR and SOC 2 compliant
  • 99.999% Platform Up-time
  • 80% Improvement in New Offering Success Rate
  • 9% Increase in Gross Margins

Understand Your Customer to Create Winning Experiences in Financial Services


The competition is fierce in financial services, with all providers vying to gain and retain customers with seemingly similar products and services. How can you differentiate your offerings and win?

First Insight helps by bringing voice-of the-customer and predictive analytics to your key decisions across the spectrum of products, services, and touchpoints.  Hear what your customer has to say so you can differentiate, build trust, strengthen your brand, and grow your business.

The First Insight Advantage:

  • Pioneer and Market Leader - Proven, predictive, actionable data, even on new offerings with no history
  • Unparalleled Value - Lowest total cost provider and highest demonstrated ROI
  • Faster and Easier to use - Up and running in days, actionable results within 24-48 hours
  • Scalable - Enterprise solution supporting many of the world’s largest brands in daily operations

title-icon-customer-experience Customer Experience

  • Listen to the voice of customers and new associates by engaging them on alternatives and seeing what they value most.
  • Create end-to-end solutions they’ll love – and that keep them coming back.
  • Understand customer preferences for online vs. in-person service, and which interface and service offerings resonate best.

title-icon-product-experience Product Experience

  • Improve your new offering success rate by up to 80% by creating and selling apps, solutions, and services customers want to buy. Optimize features, packages, messaging, imagery, and claims.
  • Optimize pricing, promotion, and discount strategies based on how target consumers value your new offerings.
  • Create services and offerings for specific segments, personas, and sales channels based on actionable voice-of-the-customer data.
  • More accurate, less expensive and faster than other testing and research methods, including conjoint analysis, focus groups, and test markets.

title-icon-brand-experience Brand Experience

  • Create experiences that align with your customers’ expectations for your brand through customer-informed messaging, positioning, and branding.
  • Increase sales and brand loyalty by planning the next campaigns and initiatives based on predictive consumer feedback on new and next-generation offerings.
  • Understand your customers’ core values to develop branding and offerings that will resonate.

title-icon-exployee-experience Employee Experience

  • Energize your employees and partners - who often know your customers and their wants and needs the best - by engaging them in defining new offerings, campaigns, and services that resonate with your target customers.
  • Listen to the Voice of the Branch or Agent – your partners and branch associates – to identify issues and test new solutions.


Unparalleled Value Delivery and Lowest Total Cost Provider

Our industry-leading platform takes your experience management operations from reactive to proactive. We empower you to create products, brands, and customer and employee engagement that deliver growth to both your top and bottom lines.


Increasing Sales And Mitigating Risk

Learn how Hush Puppies uses predicative analytics and consumer insights to reduce their risk.

Watch the Webinar

How It Works

First Insight’s Next-Gen Experience Management Platform provides a powerful, scalable, and easy-to-integrate solution that informs all the business decisions you face. Through advanced analytics including human computational modeling, Bayesian mathematical models, predictive analytics and APIs, First Insight’s platform represents a proven, breakthrough solution that helps you anticipate outcomes so you can build financial plans that you can achieve.

Understand More Through Better Listening

From Startups to Global Brands, Our Customers Get Results

Create Better Experiences, Faster

The Most Advanced And Mature Predictive Analytics Tools On The Market

Artificial Intelligence… Predictive Analytics… Machine Learning…
Everyone claims they have them, but not all are alike. First Insight’s proprietary approach uses a straightforward consumer engagement technique, requires fewer customer respondents, and provides more accurate output for better business decisions than other tools.

And you receive actionable results within 24-48 hours – much faster than most other solutions.

500+ Over 500 million data points
100+ Access to over 100 million respondents globally in more than 150 countries
10+ 10+ Years of Data and Experience

Next-Gen Experience Management

iconfinder-customer-experience Customer Experience

Listen to your customers. Create experiences they’ll love and value.

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icon-product-experience-purple Product Experience

From concept to decision in 24 hours - improving success rates by as much as 80%

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iconfinder-brand Brand Experience

Build your brand with your target customers – and create loyalty that lasts.

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iconfinder-employee-experience Employee Experience

Engage and motivate your employees – and drive business results.

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Are Your Decisions Based On Instinct? History? Hope?

Get the insight. Schedule a free demo today.