Zefi for the Finance Industry

Develop your financial product by leveraging customer feedback

Retaining loyal customers is just as important as acquiring new ones for profitability.
Focus on addressing customer concerns to accelerate growth.

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Conversions

Maximize conversions

Is your website or app converting enough for your objectives? Examine web and app surveys, along with customer support interactions, to boost user engagement and improve conversion rates

Utilize customer journey dashboards to improve user experience

Pinpoint the main causes of conversion drops

Recognize obstacles that hinder sign-ups or product additions

Empower development teams to quickly identify and address bugs

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Examine why customers are leaving and track trends over time

Utilize segment and cohort analysis to uncover specific churn reasons based on acquisition channels, product types, and customer segments

Compare customer groups to spot upselling opportunities

Share dashboards to ensure churn insights reach the relevant teams

Churn

Prevent customer churn

Facing intense competition?
Identify, quantify, and prioritize the reasons behind churn, then address them effectively

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Customer Experience

Enhance product experience

Having trouble deciding on product roadmap priorities? Create the products your customers want.
Equip product teams with the insights they need to launch the most crucial features first.

Recognize the product's true differentiators for a competitive edge

Identify and rank the most requested product features

Organize feedback by theme to provide product managers with the data they need

Pinpoint friction areas that require improvement

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