Mopinion for

Financial Services and Insurance

Build trust with a smooth journey for your customers

Customer Experience Professional
Prioritise your online customers

Build trust with your customer base

Gain meaningful CX insights

Boost digital product offerings

Deliver a smooth online journey

Drive growth with data that is secure

Embrace the digital age with powerful and valuable customer insights

Technology now plays a leading role in the financial and insurance sectors as well as your organisation’s business strategy, which means it’s time to rethink your digital playbook. Competition is fierce meaning you’ll need to serve up a smooth and valuable online journey for your customers.

Mopinion helps you build trust and satisfaction among your customers by giving you the digital insights you need to provide a successful customer experience. From feedback on digital products and online services to important online content, you’ll be well on your way towards employing a truly customer-centric strategy.

Catering to a unique online journey

Catering to a unique online journey

The online journey in the financial sector is a complex one. With a variety of online products and services offered – whether you’re an online bank, insurance company or pension provider – no single journey is the same. Financial products often include complex registration funnels and MyAccounts handles a lot of financial data which can serve up risks. So you need a solution that tackles both your challenges and adheres your security needs. Mopinion equips you and your team with the tools you need to gather meaningful and actionable insights from all across the journey.

Give customers the information they need to move forward

Your digital channels serve as a critical information point for your customers. From package details and FAQs to online tools and in-app features that enable your visitors to make responsible financial decisions, your online presence is there to help them reach their goals. Mopinion’s software lets you easily capture and manage feedback on your digital content, wherever and whenever you want.

Give customers the information they need to move forward
Get all of your digital channels up to par

Get all of your digital channels up to par

Financial institutions and insurance companies are all about focusing on the quality of an experience and creating a connection in an online environment. That’s why measuring the online experience using a multichannel approach is the best way to get a holistic view of how your customers interact with your brand. Start capturing and visualising your feedback data on your digital channels (website, mobile and email) and unlock meaningful insights.

Enterprise-Level Security, Privacy and Accessibility

Mopinion is devoted to protecting your data and adhering to the strictest security, privacy and accessibility policies. We offer peak security accreditation with ISO 27001: 2017 and comply with the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA). We also offer improved accessibility to all types of web users with WCAG 2.1 Level AA certification.

ISO 27001: 2017 GDPR security Accessibility
Insights catered to your digital strategy

    Digital Feedback and the Finance Industry

  • A digitising financial industry

  • A glimpse in the online journey of financial institutions

  • Tips on how financial institutions can collect feedback on their digital channels for the best results

  • A mini testimonial featuring asset manager Robeco

  • A special note on Data Privacy

See what Mopinion can do for your business