Internet Explorer may degrade your experience with UXPressia. Try something like Chrome, Safari, Mozilla or Edge instead. X
New to customer journey mapping? Take the CJM Fundamentals course!

Banking, Finance & Insurance

With so many companies competing for clients in the crowded banking, finance, and insurance sector, it is a customer experience that makes them stand out from others at the end of the day.

Delivering a great customer experience without a CX strategy in place would be a daunting task even for the biggest bank in the world. Start working on your strategy with learning what keeps your clients happy and loyal. And there's no better way to get into their heads than journey mapping.

Below you'll find the templates that will help you build a banking customer journey map, CJM for finance, or an insurance customer journey map full of insights for improving CX and becoming customer-centric.

  • All (15)
  • CJMs (9)
  • Personas (6)
CJM for Banking/Finance (for business)
CJM for Banking/Finance (for people)
CJM for Wealth Advisor
Life insurance plan CJM
Insurance agent's journey
CJM for health insurance
CJM for family health insurance
Banking for business persona
Banking/finance for people persona
Personal Insurance CJM
Car insurance journey map
Sarah, Switching insurers
Young family, New insurance
Zachary, Insurance add-on
Insurance agent
Nothing seems to fit? No worries! Just tell us what you need, and our black belt mappers will craft the perfect sheath for your map!
Template preview