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Opportunities to Better Meet Client Needs Across Sales, Onboarding, Due Diligence & Customer Service

Summary of results & insight from the Corporate Banking Customer Satisfaction Survey

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Corporate Banking Customer Satisfaction

Banks and corporates have many shared views on opportunities that exist for improving sales, onboarding, know your customer (KYC), and customer service processes. Pegasystems and Finextra’s recent survey revealed insights that can help global banks meet their customer needs across the client lifecycle.

About “Corporate Banking Customer Satisfaction Survey”

This survey was conducted online by Finextra in September 2015. We received 82 responses from 52 financial groups, across 29 countries. To compare the bank and corporate perspectives, we also asked a similar set of questions to 20 senior treasury and finance managers from multi-national corporations based in Europe.

The following slides showcase the key findings from the study.

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You’ve had a taste of the findings, now download the full results:

www.pega.com/banking-satisfaction-survey

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