How to create Omnichannel experiences in the Financial Services Sector

1. USE OF OMNI-CHANNEL IN
FINANCIAL SERVICES
Webcredible
10 September 2015

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What is omni-channel?

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Why omni-channel?

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Why omni-channel?

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Why omni-channel?

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Example
Winbank

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Example
Barclaycard App

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Example

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Cross industry examples

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Key UX challenges
• Process, engagement and vision
• Backend-systems – CRM, CEM – how do you build a
business case?
• Visibility of customer data and sharing across organisation
• Suitability of channels for purpose
• Sharing data across devices without logging in to an
account
• Measurement

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What about you?
How are you
using Omni-channel?

12. creating
people-centred, efficient
& delightful digital
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