Customer Journey Mapping in Banking and Finance — Whitepaper

Does customer journey mapping in the financial sphere feel like a jungle maze? Do you get lost thinking about where to start, who to involve and when? 

No worries, together with 21 financial experts we have uncovered the latest trends, specifics, and possible problems of journey mapping in such a challenging domain. We also came out with practical tips that will help you win in a fierce battle with legacy issues, limited timeframes, and overwhelming requirements you need to follow.

By checking out this whitepaper, you will learn:

  • 📗 What the backstage process of financial customer journey mapping is, and why it demands more attention and specific domain expertise.

  • 📕 How to explain to top management and stakeholders that building a detailed journey map of such complex processes can take more time than expected;

  • 📘 How to make your way through the thickets of decades-old processes, legacy tech, and maze-like workflows, which are inevitable in financial organizations; 

  • 📕 How to improve financial customer experience while having lots of requirements looming over you; 

  • 📘 And much more.

Don’t wait and 👉 download it right now

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The map was made at UXPressia.

Feel free to explore our library of free templates and use them for mapping your own business in various spheres:

→ Banking, Financing & Insurance

→ Education & Career

 Health & Well-Being

→ Transport

 Real Estate

And many others.

Read our blog to get deeper into the world of customer journey mapping, persona creation and impact map building.

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