Answer anything.

A platform for experience innovation, the Clicktale Experience Cloud solves critical digital questions for the world's leading financial services institutions.

Understand customer intent and digital body language.

Quantify business impact of visitor behavior and mindsets.

Prioritize optimization tasks and tests.

Innovate better experiences by solving burning customer questions.

Answer anything.Clicktale for Financial Services

Answer anything.

Tap into the wisdom and behavior of millions of visitors to drive superior experiences and amazing business results, whether behind the login or on your public site.

Available in both “self-serve” and “full-serve” plans, Clicktale Experience Cloud features a powerful suite of experience applications for desktop, mobile and apps. The platform combines cognitive computing, machine learning, and applied psychological research with intuitive workflows and visualizations to bolster users’ ability to understand, quantify, prioritize and innovate superior experiences.

Experience Center: Automatically surface experience-related opportunities & challenges. Align customer experience goals with business KPIs and proactively investigate segments with particular influence. Drill down to Clicktale’s best-in-class visualizations such as heatmaps, session replays and app analytics.

Clicktale Experience Cloud: A platform for experience innovation

Path Analytics: Find in-page paths, behavioral patterns and critical junctures that lead to or derail conversions or engagement. Identify specific behaviors in session replays and quickly quantify effect.

Auto-surface opportunities and challenges

Visualize, quantify and optimize customer journeys for better experiences

Answer anything.

“We rely on our Superstar DJs (aka our Digital Frontline) to feel and understand our audiences. With Clicktale, we know what’s engaging our customers and why, so we can prioritise optimisation efforts and bring better experiences to market faster.”

“For an insurance company, a sale is not always a success. It is not about money in your pocket, but about risk. That’s why Clicktale Psychological Analytics was important to us. Clicktale helped us understand the difference in behavior between Profitable and Non-profitable customer segments.”

Psychological Analytics: Understand how each page – and your entire site – affects visitors so you can optimize to create more successful experiences. Uncover hidden factors behind customer satisfaction levels and translate them into meaningful business outcomes.

Conversion Analytics: Discover what’s working and what’s not in your funnel and forms. Maximize web and app form effectiveness to boost submission rates with visually-rich reports showing how users interact with forms and which fields are causing drop-offs.

Session Replays: Hone in on your users’ true intent by watching replays of browsing sessions to visualize exactly what they’re seeing and doing on your site.

Heatmaps: Leverage data-rich desktop, mobile and app heatmaps to gain accurate insights into user intent. With precise data and side-by-side visualizations of user behavior, contrast multiple views to make proactive, strategic optimizations with high ROI impact.

App Analytics: Gain unparalleled insights into app user behavior, needs and intent. Uncover the fastest ways to improve your app UX and engage and retain every user.

Transform visitors’ digital body language into experience wins

Achieve better outcomes by reflecting true experiences

“As more of us adopt Clicktale, our organization’s efficiency increases and we can continue to find ways to improve the user experience.”

Answer anything.

Which changes to my site will result in the biggest impact?

Why is the in-page flow on my account opening page broken, and how can I quantify the impact?

Why are loan prospects not completing the forms?

How do I find the right balance between my regulatory/security content and the content that helps get visitors into my flows?

Why are customers giving up on a digital transaction and calling the contact center?

How can we proactively improve the customer experience?

Why are certain tests winning or losing?

Why did specific visitors submit negative feedback?

"Clicktale has offered us everything from being able to find issues, uncovering opportunities to improve sales, increasing our registration of self-service, and generally fixing problems on our website. "

We solve challenges that impact your institution and give you deep insight into your customers.

“We wanted to investigate why something happens and that’s where Clicktale comes into play. It shows us what the issue is, or what the hurdles are that people have in their journey, and why things happen.”

Solve critical customer challenges and innovate superior experiences.

CONVERSION

18%increase in loan applications for leading financial retailer

BEHAVIOR

50%uptick in account openings for financial services provider once visitor hesitation was understood

OPTIMIZATION

34%decrease in page exit rate on tax forms page of leading investment house

SPEED

x 5faster form completion for loan applications

INTERACTION

89%increase in visitor interaction with e-bank offering page

ENGAGEMENT

x 4increase with content listed on bank's offerings page

Answer anything.

Answer anything.

Why Clicktale?

US: +1 415 651 4291 UK: +44 20 3318 6535

WWW.CLICKTALE.COM

Platform for experience innovation The pioneer and leader in Experience Analytics, Clicktale combines cognitive computing, data science and applied psychological research to drive superior customer experiences. For financial services institutions, this includes boosting account enrollment flows; reducing customer frustration; increasing engagement; reducing calls to the contact center or in-person visits to branches; enhancing self-provisioning on public sites or behind login, and more.

Proven track record for global leaders Clicktale has an unmatched reputation for delivering a competitive edge to the world’s leading brands and Fortune 500 companies. Our platform is trusted by enterprises with the world's most stringent security and performance requirements.

Enterprise-level scalability Our robust architecture can automatically and cost-effectively handle large, unpredictable workloads, seasonal traffic-growth and immense surges, with ZERO effect on UX or page load times. Our platform can handle 3.7 trillion customer interactions daily, boasts a negligible browser footprint, and is completely elastic.

Extends value of marketing ecosystem Our deep integration with over 50 leading enterprise software vendors adds measurable value to traditional analytics, A/B testing, VoC and chat partners. With bi-directional APIs, connect Clicktale with other applications or build applications on top of our rich behavioral data.

Ironclad data security & privacy Our ISO 27001 compliance and regular 3rd party penetration testing ensures the highest standards and best practices in information security and privacy policies.

Dedicated insights and SDKs for native and hybrid iOS and Android apps Our SDK provides an easy, scalable solution for implementing a comprehensive set of user experience analytics and engagement capabilities on native and hybrid apps.

Recommended additional reading: Making Digital Financial Services Work for Your Customers Clicktale Behind the Login Enterprises Require Enterprise-Capable Solutions