Ensuring Client Satisfaction With 9 Quick-Win Banking Initiatives

Ensuring Client Satisfaction With 9 Quick-Win Banking Initiatives

PSFK’s Digital Banking Playbook, a collaboration with Microsoft, presents strategies banks can implement to keep customers satisfied and secure

  • 13 march 2018

Whether it be implementing new technologies or simply listening to the needs of clients, it’s increasingly crucial that banks adapt to changing consumer expectations. PSFK’s Digital Banking Playbook, a collaboration with Microsoft, presents strategies across three categories—customer experience, risk management and security—to improve the banking experience.

Customer Experience

  • Gain actionable customer insights to enable higher-value client relationships and personalized banking experiences. Deepen your understanding of each customer by tracking the details of every interaction—whether in person or via phone, web, mobile, email or social media—to deliver contextual, connected experiences
  • Customize experiences with personalized financial guidance, service, and offers. Increase customer satisfaction and improve upsell and cross-sell performance by engaging customers with personalized financial guidance and next best offers
  • Democratize artificial intelligence and make it valuable to everyone. Benefit from built-in intelligence, based on deep learning technology, with solutions that see, hear, speak, and understand customer needs and emotions using natural methods of communication

Risk Management

  • Develop tools and content that help customers understand the components that determine their risk profile; build client trust by offering transparent risk assessments and recommendations to improve creditworthiness
  • Leverage AI to explore alternate indicators of creditworthiness like purchase behavior, social media activity, job history and other components of personal data to support a more holistic risk assessment
  • Use cloud technologies to reduce the time needed to gather approval for loans and reduce processing time, reducing total cost and enabling banks to reach a broader range of potential consumers


  • Determine what points of the retail banking process, from cash withdrawal to transaction authentication, are the most vulnerable for security flaws and fortify them with enterprise-grade encryption and biometrics
  • Leverage AI assistants to detect, compile and aggregate patterns of suspicious behavior that could indicate financial fraud
  • Build consumer trust by proactively educating clients in best practices to protect themselves from security breaches, while communicating your security initiatives

The Digital Banking Playbook, presented in partnership with Microsoft, highlights how digital tools can augment a financial institution’s ability to optimize operations and reinvigorate the client experience. Download the free report here.

+artificial intelligence
+Digital Banking Playbook
+financial services
+PSFK Imagery
+psfk labs

More in banking


Banking As The Ultimate Digital Concierge

PSFK’s Digital Banking Playbook with Microsoft highlights how technology enables financial professionals to more broadly cater to the needs of clients

22 March 2018

The Digital Tools Boosting Productivity In Investment Banking

Using advanced analytics, investment banks can improve accuracy, security and efficiency with strategies from PSFK’s Digital Banking Playbook

20 March 2018

The Latest


Before you start filling up your calendars with conferences to spark your business innovation and personal growth this year, add CXI 2018 conference to your wish list! For its 12th year running, PSFK is hosting an intimate conference where emerging pioneers and established experts will take the stage to discuss all things innovation around the new consumer experience.

May 18, 2018 | New York City

Steven Dean is a designer, educator and entrepreneur focused on consumer health and wellness innovation. At his design consultancy, G51 Studio, he is involved in a broad range of projects that span business strategy, interaction and experience design, service design, and brand experience. He has designed and developed integrated user experiences for health and wellness platforms including mobile devices, networked applications and websites.


At PSFK 2017, Studio Industries CEO Mike Lee teleported us in a time machine to the grocery store of the future, where experiences will reign over products

September 27, 2017
No search results found.