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UXPressia vs. Excel
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Banking, finance & insurance journey map & personas templates
Description
templates
Customer journey maps (10)
Personas (14)
IMs (1)
B2B banking customer journey
1
Personal banking customer journey
1
Wealth advisor client journey
1
Insurance agent's journey
1
Personal insurance customer journey
1
Car insurance journey map
4
Corporate banking customer journey map (B2B)
4
Credit union customer journey
3
Insurance client journey (home damage claim)
9
Credit union service blueprint
2
100%
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Helpful links
Online tools
Personas and journey mapping plaform for banking and financial services. Get started for free
Insurance customer journey mapping in UXPressia. Create your free account
Request a platform demo with UXPressia's team
Calculate your journey mapping ROI
YouTube videos
[YouTube video] 5 CX Lessons from FinTech We Can Apply to Our Industries — Saiful Nasir
[YouTube video] Designing Customer Journeys in Financial Services with Empathy — Lara Chikhani of Oliver Wyman
Free materials to download
[Free whitepaper] Journey mapping in banking and finance
Blog articles
[Blog article] 5 customer experience lessons to learn from FinTech
[Blog article] Banking experience: from complaints to praises - real-life case
Case studies
[Case study] How Freeman Capital uses UXPressia to help people build generational wealth
[Case study] How American Equity expands its digital presence with UXPressia
Finance
Banking
B2B
Investment
Insurance agent
B2C
Health
Family
Entrepreneur
Multipersona map
Car insurance
Multipersona
Multiple personas
Car
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