Banking, finance & insurance journey map & personas templates
Description
Helpful links
- Request a platform demo with UXPressia's team
- Personas and journey mapping for banking and financial services
- Insurance customer journey mapping in UXPressia
- [Free whitepaper] Journey mapping in banking and finance
- [Case study] How Freeman Capital uses UXPressia to help people build generational wealth
- [Case study] How American Equity expands its digital presence with UXPressia
- [YouTube video] 5 CX Lessons from FinTech We Can Apply to Our Industries — Saiful Nasir
- [Blog article] 5 customer experience lessons to learn from FinTech
- [YouTube video] Designing Customer Journeys in Financial Services with Empathy — Lara Chikhani of Oliver Wyman
- [Blog article] Banking experience: from complaints to praises - real-life case
- All (24)
- CJMs (9)
- Personas (14)
- IMs (1)
CJM for Banking/Finance (for business)
CJM for Banking/Finance (for people)
CJM for wealth advisor
Insurance agent's journey
Banking for business persona
Aline De Wilde, Family financier
Personal insurance CJM
Car insurance journey map
Sarah, Switching insurers
Young family, New insurance
Zachary, Insurance add-on
Car insurance agent persona
Life insurance plan persona
Insurance agent persona
Victoria Sauer, Busy Mother
Corporate banking customer impact map
Corporate banking customer journey map
Account Manager persona
Owl Reads, Global expansionist
Michael, Stability Seeker
Credit union customer journey
Joanna, Dedicated Soul
Alex, Aspiring Mover
Insurance client journey (home damage claim)
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