Retail Banking


We understand how hard it is to get customers to switch to your bank. We know how to improve your customers’ experiences and differentiate you from your competitors. Using our proven combination of Science + Soul, we will help you increase new account opens, boost upsell and cross-sell ratios, and improve account activation.


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Customer Experience Mapping: First Niagara Bank

First Niagara Bank wanted to understand where customers were dissatisfied so they could improve messaging, develop/offer new products and services, and potentially shift customers to different channels. We recommended a customer journey map.

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Opening More New Accounts Online

October 2, 2017  |  First Niagara Bank’s online account opening completion rate was abysmally low – well below industry standards. The bank identified online account opening as one of the most impactful ways to increase the volume of new deposit accounts and asked Catalyst to help.

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Improving Your Retail Bank Switching Experience: How to Get Started

June 12, 2017  |  You need a customer experience map focused on improving your switching process. Those banks and credit unions that win the switching game will win the acquisition growth race.

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How to Get the Most out of Customer Journey Maps

June 5, 2017  |  Customer journey maps can deliver millions in annualized sales. They can also waste precious time and money and yield zero ROI if developed improperly. Keep these things in mind before you hire an agency to develop a map … or attempt to create one on your own.

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The Retail Bank's One-Stop Guide to Journey Mapping

May 30, 2017  |  This white paper, designed for retail banks, will show you how to build a customer experience map and create an actionable framework for improving your customers’ experiences at every stage of the life cycle.

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Omnichannel Marketing Lags in Insurance Industry

May 26, 2017  |  Insurers who don’t adopt an omnichannel model will lose market share, experience increased attrition and remain saddled with high costs.

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